This episode dives into the common pitfalls of CRM implementation in professional services, especially within accounting firms, and offers practical advice on how to align systems with business growth. Join us to explore strategies for effective system design, leadership buy-in, and automation that truly drives visibility and revenue.

Key Topics:

•The root causes of CRM failures, from poor implementation to lack of purpose

•The importance of establishing clear processes before CRM deployment

•How leadership alignment and accountability influence success

•The role of automation and data quality in scaling growth

•Designing systems that reflect how a firm actually sells and operates

•The value of an external audit and phased implementation to reduce risks

•Practical steps for firms starting fresh or fixing existing systems

•How to leverage a client journey to improve CRM effectiveness

Links

Alina Schenk – Founder, TheOpsArchitect.io

LinkedIn: https://www.linkedin.com/in/alinamschenk/

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/8GkTStR3M0g

Accounting for Growth podcast is produced by Frost Media Group

Learn more at https://frostmediagroup.com