The Perfect Tech Stack (Doesn't exist, but the perfect process does)
A Talk by Amy Holdsworth (Founder, Clarity Street)
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About this Talk
Efficiency starts with process. In this session, we’ll show you how to design a low-friction client lifecycle and then slot apps into it with clear roles and boundaries. You’ll leave knowing exactly what each tool is for, where handoffs happen, and how to deliver a smooth client experience from onboarding to billing.
Key learning outcomes:
- Pick the right apps by mapping jobs-to-be-done (not chasing features)
- Streamline and automate your client workflow, end-to-end
- Get clear on who does what, when, and how your firm operates
