How CloudLine takes the fuss out of connecting with clients for Your Wealthy Life
When small business owner Megan Hodge found herself forced to work from home due to COVID-19 restrictions, making the switch was simple thanks to CloudLine.
Located in the bustling South Australian regional town of Gawler, Megan’s small business, Your Wealthy Life, provides financial planning services to customers across the region. She and her small team of advisers help to empower her clients to reach their financial goals by providing tailored financial advice around life insurance, income protection, superannuation, retirement planning, investments and much more.
When the coronavirus crisis hit, Megan found she and her team were busier than ever as businesses and individuals sought assistance for how to deal with the crisis. Fortunately for Megan she had switched to a business line service before the pandemic hit. So she was easily able to stay connected to staff and clients. By making use of the Cloudline App Megan has been able to easily shift to taking calls while on the go or working from home. Like many business owners, before switching to a cloud phone solution Megan used to field all her calls on a mobile phone. This could make passing on information to staff challenging.
“Now we have this professional landline number, it’s helped remove everything coming through me for the business. When we had to shift to working from home, it really helped in the sense of, if I can’t get to the phone, the call will still be answered [thanks to all my staff having access to CloudLine].” she said.
Megan says making the switch to a remote set up was simple as staff could simply download the CloudLine app to make and receive calls straight from their smartphone. As for Megan, she simply packed up her office cordless phone and plugged it into to her home network – no tech support required!
“It was so easy! I don’t know how to compare it because some people would have to organise diversions and things like that, but our staff have their mobiles anyway and [the CloudLine app] was already on there. I just plugged my desk phone into my modem at home and it worked. For someone who is not so technical, that was pretty cool.”
With COVID-19 impacting the finances of millions of Australians. Megan believes most Aussies could benefit from a conversation with a financial adviser during these trying times.
“They just want some guidance and someone who they can talk to and partner with. We take away all the pretentiousness of financial planning and try and show people that everyday Australians will benefit from getting financial advice.”
Like many small business owners Megan has grown her operation from a one man band to a small team. She appreciates how Connexus has supported her on the journey.
“I’ve recommended [Connexus] to a number of businesses already! I think the biggest thing was, from starting as a solo-preneur and then growing a team, it’s so important both to have the professional image that a business phone number gives you and something that’s scalable as your team grows. CloudLine definitely helps with that, as it does with work life balance too, as it allows you to have a phone number where you can set office hours.”
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