Last week on The Bookkeepers' Voice, Angie and Maia discussed the "what and why" of Client Onboarding. Join us again for this new episode as we dive a little deeper and talk about actually creating your optimised onboarding workflow!

With an easy to follow 5 step process, you'll learn about sales conversion, welcoming your new clients, collecting necessary information, and more! All with a focus on doing these things in a way that is streamlined rather than time consuming.

Remember that no process is expected to be perfect the first time around. That's why it's important to pay attention to how your clients' experience with your onboarding system is flowing, so you can improve and perfect as you go. Figure out what is working and what isn’t, and make the changes accordingly.

Key takeaway: "An efficient onboarding process ensures a solid partnership between you and your clients in order to build loyalty and help with client retention."

Useful links:
Loom - for video recording
Getting Started Guide
Onboarding Process info graphic - free guide!

Last week on The Bookkeepers' Voice, Angie and Maia discussed the "what and why" of Client Onboarding. Join us again for this new episode as we dive a little deeper and talk about actually creating your optimised onboarding workflow! With an easy to follow 5 step process, you'll learn about sales conversion, welcoming your new clients, collecting necessary information, and more! All with a focus on doing these things in a way that is streamlined rather than time consuming.
Remember that no process is expected to be perfect the first time around. That's why it's important to pay attention to how your clients' experience with your onboarding system is flowing, so you can improve and perfect as you go. Figure out what is working and what isn&rsquo;t, and make the changes accordingly.
Key takeaway: "An efficient onboarding process ensures a solid partnership between you and your clients in order to build loyalty and help with client retention."
Useful links:
<ul>
<li><a href="https://www.loom.com/">Loom</a> - for video recording</li>
<li><a href="https://shop.thesavvybookkeeper.com.au/products/template-onboarding">Getting Started Guide</a></li>
<li><a href="https://shop.thesavvybookkeeper.com.au/products/onboarding-workflow-infographic">Onboarding Process info graphic</a> - free guide!</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

Creating an optimised onboarding workflow for your bookkeeping business ensures a solid partnership between you and your clients in order to build loyalty and help with client retention.

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