The Ambitious Bookkeeper Podcast 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience
In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!
In this episode you’ll hear:
- software recommendations for creating proposals & for HR support
- how to present multiple service options to potential clients
- how to implement flat-rate pricing
- how to establish credibility with new clients
Resources mentioned in this episode:
- See how The Bookkeeping Business Accelerator® VIP offers you the support you’ve been looking for all along!
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