Over the last few weeks we've been working away at breaking down what client onboarding is, why it's important, what's included in creating an Onboarding Workflow and last week, we shared some fantastic templates to make the process easier on you!

Join us again for this new episode of The Bookkeepers' Voice, as we share 10 Savvy Tips to help you create better relationships with your bookkeeping clients through the use of your Onboarding Process.

From personalising your clients experience, thinking about long term onboarding rather than just short term, educating your client on an ongoing basis, ensuring handover is as smooth as possible - we've got all the tips you need to make the process as easy as it should be!

Key Takeaway: "When your client has a positive experience during the onboarding process, your work will pay itself over, as they will establish trust in your brand and also loyalty right away."

Useful links: 
Airtable
Episode #092 - Onboarding Templates
Episode #091 - Optimised Onboarding Workflow
Episode #090 - Onboarding and Why is it Important

Over the last few weeks we've been working away at breaking down what client onboarding is, why it's important, what's included in creating an Onboarding Workflow and last week, we shared some fantastic templates to make the process easier on you! Join us again for this new episode of The Bookkeepers' Voice, as we share 10 Savvy Tips to help you create better relationships with your bookkeeping clients through the use of your Onboarding Process.
From personalising your clients experience, thinking about long term onboarding rather than just short term, educating your client on an ongoing basis, ensuring handover is as smooth as possible - we've got all the tips you need to make the process as easy as it should be!
Key Takeaway: "When your client has a positive experience during the onboarding process, your work will pay itself over, as they will establish trust in your brand and also loyalty right away."
Useful links:&nbsp;
<ul>
<li><a href="https://airtable.com/">Airtable</a></li>
<li><a href="https://thesavvybookkeeper.com.au/Podcast/bookkeeping-onboarding-templates-to-make-your-life-easier/">Episode #092</a> - Onboarding Templates</li>
<li><a href="https://thesavvybookkeeper.com.au/Podcast/creating-optimised-onboarding-workflow/">Episode #091</a> - Optimised Onboarding Workflow</li>
<li><a href="https://thesavvybookkeeper.com.au/Podcast/what-is-onboarding/">Episode #090</a> - Onboarding and Why is it Important</li>
</ul>

A podcast for bookkeepers wanting more profit, freedom and joy in business.

Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.

Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

A podcast for bookkeepers wanting more profit, freedom and joy in business.
Get practical lessons, entertaining stories, and special guests plus bookkeeping, pricing and marketing-specific hints you won’t find anywhere else.
Tune into The Bookkeepers' Voice Podcast every Friday at 10 am AEDT/ST.

Business Management, Pricing, Marketing and Workflow for Bookkeepers

The Bookkeepers' Voice

Hey, I'm Amy Hooke. Welcome to my podcast.

Hey, I'm Amy Hooke. Welcome to my podcast.

Amy Hooke | Think, Laugh and Know You're Not Alone In Business

Building great bookkeeping relationships through client onboarding

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