Case Study: Stewart Technologies, Inc.

How Tara Schinkel Replaced Meetings, Emails, and Texts

Tara Schinkel on using Carbon Voice to delegate, document, and stay connected and integrate work and life

Background

Tara Schinkel runs a consulting firm that helps clients implement, automate, and support their accounting software and IT systems. Her team specializes in turning finance operations into self-running systems. But in her own life—between leading projects, managing a distributed team, raising a family, and spending hours on the road—Tara needed a system that worked when she was in motion.

She wasn’t looking for Carbon Voice. Ari Meisel introduced her to it—and it instantly became indispensable.

Learn more about Tara: LinkedIn, Stewart Technologies

Challenge

Tara was constantly battling context-switching and communication gaps:

• Too much driving, too many thoughts: Long drives meant ideas were lost or dangerously turned into red-light text messages.

• Complex email bottlenecks: Explaining a customer issue or internal task could take 20+ minutes to write out.

• Inflexible communication: Her assistant works part-time. Customers and teammates are in different places and time zones. Messages were often delayed—or forgotten.

• Unnecessary meetings: Recurring calls drained time without always justifying the conversation.

• Vacation guilt: Getting ideas off her mind without calling the office felt impossible.

“I used to wait for red lights to text my team. Now I just record what I need to say—and it gets handled.”

Solution: Carbon Voice

Tara built Carbon Voice into nearly every part of her workflow:

• On-the-go delegation: She records thoughts, tasks, or updates while driving, then sends links to her team, assistant, or clients.

• Customer support by voice: When a client has a complex issue, she records a Carbon Voice explaining the solution—no need to write long emails.

• Internal alignment: 75–80% of her team now uses Carbon Voice. They share updates, prep for meetings, and move work forward without live calls.

• Admin enablement: Her part-time assistant receives detailed memos—even on off days—without long email threads or Slack pings.

• Meeting prep folders: Tara uses Carbon Voice folders to capture ideas for 1:1s, year-end reviews, and team planning as they happen via voice memos.

• LinkedIn and content creation: She drafts articles by talking through them in Carbon Voice while driving, then fine-tunes with Copilot.

• Calendar protection: Tara invites people who want meetings to Carbon Voice instead—and filters out sales pitches or unproductive calls.

“Carbon Voice gives me peace of mind. I don’t forget, I don’t have to call, and I don’t have to wait.”

Results

✅ Cut 2–3 internal meetings per week

📞 Eliminated 1–2 customer calls per week—replaced with faster, clearer voice messages

📬 Replaced long emails with voice links—used for clients, admin, and content creation

🧘‍♀️ No live calls during vacation—but her team stayed updated and projects moved forward

🛣️ Safer driving—no more texting at red lights or trying to remember tasks while behind the wheel

👥 Widespread adoption: Nearly the entire team—and even her husband—now use Carbon Voice for daily coordination

Reflection

“The biggest benefit? Peace of mind. I can get something off my mind, delegate it, and know it’s handled—all without a phone call.”

“I’m finding new ways to use Carbon Voice every day—from year-end review prep to filtering inbound calls. It’s become essential.”

Want to work smarter—even while driving?

Carbon Voice helps you capture, delegate, and communicate without breaking focus. Replace meetings, avoid long emails, and build a voice-driven workflow that adapts to real life.

👉 Try Carbon Voice and free your schedule—without losing connection.

🎙️ Need assistance automating your accounting systems? Send her a Carbon Voice and start the conversation @tara_schinkel (in app) or https://cv.chat/tara_schinkel (web).