102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience

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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!

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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com
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• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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