How to take the fuss and hassle out of onboarding your new clients

How to take the fuss and hassle out of onboarding your new clients

👉 Are you finding onboarding new clients takes too long with too much manual data entry?

👉 Is stuff slipping through the cracks with onboarding new clients which is coming back to haunt your firm?

👉 Are you fed up with new clients taking too long to get their information to you?

👉 Are you missing out on referrals from clients?

If so, you need to book onto this Amplify Your Growth Week session!

Growing your firm is much more than winning new business. In fact, onboarding a new client is one of the most complex workflows in your practice. Fail to get this process right and you will be setting your firm up to fail with this new client. Get it right and it leads onto clients spending more quickly with you and becoming a massive advocate for your firm.

Join this session with Karbon and Jade Donno from 1Accounts Online, where you will hear how Jade has optimised their new client onboarding process so it is one of the many reasons how they have grown their practice from £250k to £500k within 3 years. If you attend this session you will learn:

• The exact steps in a ‘best practice new client onboarding process’. Hint: It’s a delicate balance between automating the process and adding in the human touch

• How to automate your onboarding process to virtually eliminate all manual data entry and rapidly reduce the amount of time it takes to onboard a new client

• Which software to use to minimise manual data entry or rekeying of data by you OR your client

• How to wow your client at every step of the onboarding process so that they become your biggest raving fans

 

Register here!

 

Book this time out in your diary now as only club members will have access to the recording of this session.


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Amplify Your Growth Week runs from 19-22 October 2021! A great range of 40-minute webinars all aimed at helping you to grow your accountancy practice. To book onto more sessions in the week click here

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Date

Oct 20 2021

Time

1:15 pm - 2:00 pm

More Info

Register Here!
Heather Townsend

Organizer

Heather Townsend

Other Organizers

Ian Hughes
Ian Hughes
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