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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
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Building a Seamless Onboarding System for Your Clients
Manage episode 453346029 series 3439732
Contenuto fornito da Alyssa Lang. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Alyssa Lang o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems!
In this episode you’ll hear:
- How to map out an efficient onboarding process
- How to separate your sales process, onboarding and clean up process for best success
- Why proper onboarding is crucial for cultivating positive client relationships and retention
- How automation tools can enhance the onboarding experience
- Who can handle onboarding tasks within your firm
Resources mentioned in this episode:
💻 Breakthrough for Bookkeepers & Accountants
⚙️ Miro
⚙️ Dubsado
⚙️ Asana
💻 All our programs and courses at Workflow Queen
⚙️ Notion
💻 Kickoff with Asana for Bookkeepers & Accountants
💻 The Motherload of Email & Form Swipe File
💻 Effortless Client Requests for Bookkeepers & Accountants
☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen
For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: workflowqueen.com
Check out our courses: workflowqueen.com/courses
Follow the Blog: workflowqueen.com/blog
Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq
Connect on Instagram: instagram.com/workflowqueen
Connect on Facebook: Facebook.com/workflowqueen
Podcast Publishing Tools we use:
- Podcast Editing: Ian Gilliam: iangilliam.com
Capitoli
1. Introduction to Client Onboarding (00:00:00)
2. The Importance of Onboarding for Client Retention (00:01:50)
3. Jennifer's Success Story (00:02:23)
4. Steps to Create a Flawless Onboarding System (00:04:46)
5. Mapping Out Your Onboarding Process (00:06:25)
6. Standardizing and Delegating Tasks (00:13:14)
7. Using Automation Tools to Save Time (00:20:00)
8. Determining Your Onboarding Timeline (00:24:45)
9. Common Onboarding Challenges and Solutions (00:26:42)
10. Conclusion and Resources (00:29:44)
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