Episode #091 Creating an Optimised Onboarding Workflow for your Bookkeeping Business

​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.”

Podcast Info

Episode: #091

Series: General

Host: Angie Martin

Topic: Onboarding Workflows

Useful links
Read transcript

Transcript is coming soon.


We hope you enjoyed this podcast about   !


Looking to connect?

If you are a Bookkeeper who otherwise needs help with Savvy's other services, such as; Sales, Marketing, Website, Google Ads, Facebook Ads, Business Logo and more, please get in contact.

This page may contain affiliate links. That means that if you click on a link and buy something, we may get a portion of the sale at no cost to you. We recommend products based on their tried and tested, proven reliability and usefulness. Helping our clients is our primary motivation and earning commission is only an added bonus. We recommend products and services because they work.