Earning Customer Loyalty

This time last year, my amazing fiancé (now husband) surprised me for my birthday with a 6-month coaching package from an online fitness coach I’d been obsessed with following for several months through various Social channels. For once, a fitness persona who uses hashtags like “#TeamPants” & “#MyMomFollowsMe”, and is 100% focused on bettering herself and anyone who will follow. It’s not an overstatement to say that Sarah Bowmar has changed my life.

Upon first look at the program (meal plan + cardio + weight training routines), I was completely overwhelmed & remember telling Brian “there’s no way I can actually do this while traveling like I do”. But for anyone who has spent any time with me on the road this past year, it’s clear that where there’s a will, there’s a way – and I’ve made it happen. Even if that means living out of a cooler in a hotel room, or eating MRE-style tuna pouches while driving across Southern Illinois.

But I promise, this isn’t a blog about fitness – in fact, one of the things I respect so much about Sarah has nothing to do with fitness at all – it has to do with her ability to earn customer loyalty – and that’s something we all can agree is a highly sought after skill…

From the moment I discovered Sarah, I was hooked – skimming through all her Instagram posts, Tweets, YouTube videos, and diligently saving her newsletter workouts to cobble together some of the most challenging workouts I’ve ever done – all with material she provides to followers for free. I remember for a split second thinking “why do I need her coaching package, I have everything she does already?”, but I underestimated her – and myself.

I know for many accountants, they’re doing things on their own as well – I’ll often meet a firm who has a great start to their online practice, and I’m so impressed that they’ve done it with little to no resources from Intuit, but it’s clear they’re struggling (and often frustrated). It’s so fun being the one who gets to break the good news to them by sharing everything we can provide to them as part of our managed account team. Ultimately, It’s an opportunity for us to really earn the loyalty of our partners, who have put their trust in us, by putting their clients on our platform.

As I’ve watched Sarah & her husband, Josh, build their businesses over this past year, I’ve seen myself go from “freemium” user, to client, to supplement user, to elite member of their bowmarfitness membership website. I’ve seen her soar to over 1 million Instagram followers (giving back regularly to loyal followers by doing weekly – sometimes daily – giveaways). And I’ve caught myself feeling such a sense of gratitude for what she’s done for me…and through that, an amazing sense of loyalty. There are millions of places I could go online to find more workouts, but I choose to come back to the Bowmars, because they invested in me, and earned my loyalty.

There’s such a sense of accomplishment when I know that partners who previously recommended other solutions have now shifted to QuickBooks Online. Accounting software is just a tool, and they all have debits & credits, but what can set a tool apart from another is the people behind that brand. I only hope that I can be a similar inspiration to the accountants I work with every day. I hope that my managed firms feel valued, appreciated, and even inspired by me as they make huge strides and move closer to the daunting task of taking their practice online. I imagine when many of them first hear my  pep talk, they feel a bit overwhelmed too, but I’ve seen some of my firms make amazing progress this past year, and I can’t wait to see what the next year brings.

Throughout the year, I’ve sent progress check-ins to Sarah, and she’s been an amazing encouragement, as well as providing me guidance on things to do differently. Anything worth doing in life is challenging, but having a cheerleader rooting you on sure helps. She constantly makes me feel like she feels proud of the difference she’s made in my life.

In the same way, I absolutely love getting the call or email from my partners telling me “got another QBO for you”, and I love that we’ll often do a virtual happy dance together when a big one comes across. It’s such a great privilege to represent a company like Intuit, and help earn customer loyalty for QBO. I love feeling like I’ve helped make a difference in my partners’ careers…and lives.

A is for Austin

2015 was absolute blur – in the best possible sense. It was a Saturday afternoon just over a year ago, during one of my “layovers” in Palm Springs between two business trips, which set the stage for this year. Brian & I set off on a hike up Mount San Jacinto, something we’ve always enjoyed since he moved to the desert 2 years ago…

We chatted about New Years resolutions: take a vacation, get my life organized after living out of a suitcase for years, and continuing our renewed passion for fitness together in the new year. Little did I know, we would be walking down that mountain knowing exactly what the next year would have in store for us.

A is for Austin

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As I wrote a post to close out last year, I mentioned a new last name was on the horizon…and I’m excited to report this year, on August 30, I became Mrs. Austin (although sadly, it took me until November 25 to legally change my name…and all the married women say Amen).

It seems like yesterday, yet forever ago, that I was scurrying about getting ready to marry my strategic partner, publicist, best friend…we joked that there should have been a press release with the headline “Intuit Marries Avalara”.

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F is for Family

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Everything came together & thanks to some help from my little brother, we said “I Do” in a small family ceremony (even Grandma made it from Michigan) in what is now our Palm Springs backyard.

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Having my little brother marry us represents something far deeper than what the surface would show. Growing up, we two middle children were at constant odds with each other, but as adults, he and his family have become my North Star, and the stability I’ve always craved in family. Auntie Kim & Uncle B cannot wait to welcome Asher’s little brother any day now!

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I’ve also been so incredibly welcomed by the Austin clan – from my new nephews & nieces, to my wonderful brother & sister-in-laws, to my Step-Son, who will always be my free gift with purchase.

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H is for Home

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For years I’ve said that home is where my suitcase is (wherever that happened to be that day). It’s been amazing to transition these past few months to a Palm Springs resident, and truly have a place feel like home. As we start our life together as a family, it’s a great feeling to know the house I helped pick out in the desert is finally ours this year.

M is for Motivation

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There’s nothing quite like getting married to motivate healthy living. As August approached, and people started in with the comments about “getting in shape for the big day”, we adamantly argued that our motivation to be healthy & active comes from wanting that in our life together, not just for a few photos on one day (although, that didn’t hurt). From reinventing our healthy cooking, to refining our road meals, to reinvigorating our gym routines, we’ve made good (and then some) on that promise to each other this year.

T is for Thankful

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This year has come with professional excitement as well – new honors, new leadership, new partners, and most of all new work-friends. It’s been such a great ride these past few years as I’ve built a professional name and brand for myself in the accounting profession. I’m absolutely thrilled to continue that on now as Mrs. Austin, and share just a piece of it with the person who has been my rock for the past 6 years, and supported me every step of my professional (and personal) journey.

V is for Vacation

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We did it! For the first time in 10+ years, we turned the laptops off (mostly) and spent an incredible 10 days out of the office. I couldn’t have dreamed up a better vacation – much less honeymoon – where we had no agenda other than relaxing, finding great coffee, and getting our workouts in without having to watch the clock to race to our next meeting. It was such a wonderful experience…I just might have to do it again.

C is for Celebrate

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If you’re like me, the holidays tend to sneak up on you & before you have time to enjoy them, you’re stressed out and overwhelmed. This year however, I have tried to let go of at least a few of the Christmas-time worries, and focus on why we celebrate in the first place. I have so much to be grateful for – both personally & professionally. As we close the chapter on 2015, I’m choosing to celebrate the amazing colleagues, partners, and friends who make me love my job, my incredible support system that recharges me when my battery reads 10%, and life’s big & little moments, which we all know can happen every day of the year.

Wishing you and yours a very Merry Christmas, Happy Holidays, and an incredible New Year!

Love,
Mrs. Austin

#FriendsThatLift

This past week was a whirlwind trip to #QBConnect…an amazing time with so many awesome people. I knew before I left that I would blog about the trip, but it wasn’t until Wednesday night that I realized it wouldn’t be a real QBC 2015 blog without it including Kelly Bistriceanu (Kelly B to some of us). So we got together & jotted down our thoughts on how we got through the last crazy week. Without further adieu, here you have, a View From OUR Shoes…

We’ve both been on the road nonstop for weeks, and constantly doing “the best we can” to stick to our programs – eat right, sleep enough, workout as much as possible. But anyone who travels like we do knows how difficult this can be during conferences.

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We’ve traveled together enough to know that it’s entirely possible to implement the buddy system for the greater good. Instead of slacking off together, sleeping in & sneaking back to our room with dessert, we’ve often held each other accountable and gotten up before the sun to get in our morning workouts, and have made many impromptu Trader Joe’s/ Whole Foods pit stops to ensure we’re sticking to our healthy eating plan. Heck, even when we’re not together we still manage to spur each other on.

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It’s always possible, it just requires a little planning & a lot of commitment. Our #QBConnect plan of attack actually started weeks ago, as we emailed & texted each other, strategizing about shelf-stable portable meal ideas to take with us in the car for our 10+ hour journey to San Jose. We even spent our weekend in Palm Springs in the gym getting pumped up for the big show…

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We were prepared to succeed and we stuck together to make it happen. #QBConnectOrBust didn’t have to bust our program.

Looking back on the past year, working out & eating right are just two examples of the Kelly & Kim strategy to building a solid partnership. It is our work worlds that have brought us together, after all, and we’ve taken full advantage of that whenever possible. From mutual introductions to industry contacts, to co-presenting at national accounting firms, to driving across the country to meet with more firms, to Friday night email conversations, to weekend strategy calls in airports while traveling to our next event, the partnership we’ve built has evolved from professional colleagues to “work friends”, and ultimately friends – no strings attached.

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As hectic as life on the road can be, having someone who’s there to lift you up (or wake you up), bring you coffee (or pre-workout), give you a hug (or share a backseat of an SUV for almost 11 hours), and cheer you on to the finish line (or crawl over it right next to you), can be the most amazing gift. In a world where so many people try to keep personal-life/ work-life in two distinct boxes, for us there’s really no separation of the two. Now that we’ve helped each other survive & thrive when it’s needed most, we’ll always be #FriendsThatLift.

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About Kelly…

Kelly Bistriceanu is the Accountant Program Director at TSheets Time Tracking.  An avid competitive runner, fitness competitor and group exercise instructor, Kelly thrives personally and professionally by ensuring her passion for fitness integrates seamlessly into her road warrior life style. When not traveling the globe, helping accounting professionals become successful TSheets PROs, Kelly and her husband Daniel call beautiful Boise, Idaho home base.  Follow Kelly’s #TSheetsWorldTour adventures on twitter and Instagram @KellyTSheets.