𝐈𝐧 𝐚 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐛𝐮𝐢𝐥𝐭 𝐨𝐧 𝐭𝐫𝐮𝐬𝐭, 𝐭𝐡𝐞 𝐞𝐚𝐬𝐢𝐞𝐬𝐭 𝐀𝐈 𝐰𝐢𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐞𝐦𝐚𝐢𝐥 𝐲𝐨𝐮 𝐬𝐞𝐧𝐝. ✉️
Robert Thompson is president of TechFuel, serving accounting firms across the greater Toronto area. He joined us at ASCII Edge in Toronto, and his first recommendation was the least fashionable one in the building.
𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬. 𝐒𝐭𝐚𝐫𝐭 𝐭𝐡𝐞𝐫𝐞.
Help people write better, more effective emails, and keep them short so the read is short. In a practice where client communication is paramount, he calls that an easy win, and easy wins are how adoption actually begins.
🔴 Why it works as a first step: every person in the firm already writes email, so nobody has to learn a new workflow to feel the benefit on day one.
🔴 Shorter also means clearer. A client who reads the whole message is a client who does not need the follow up call.
🔴 The myth Robert would retire: that AI is turnkey. You do not plug it in and watch profit and time expand. There is real work in planning the business, finding the opportunities and moving crawl, walk, run.
🔴 That pacing matters more in his world than most. Accounting firms hold deeply sensitive client information, and the sequence you follow is part of the duty of care.
🔴 On staying relevant over the next twelve months, he was direct: have the conversation with the client. AI has arrived in the MSP's space, and providers need to keep it there.
🔴 His warning attached to that: keep clients happy with the AI services they need, or somebody else will step in and do it for you.
🔴 His highlight was a keynote that changed his mind on exactly this point, that the plan comes before the action. Networking is usually his answer at these events, so that was a notable swap.
Plan it, then act on it. 🎙️
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Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation. This is an Independent commentary. Third-party excerpts are credited on screen or in the show notes. Some voices in this program are AI-generated.