New Client Onboarding - Bookkeepers.com
New Client Onboarding

New Client Onboarding

New Client Onboarding

$497.00

How to streamline your system for bringing on a new client. If you struggle to bring on new clients – join the club! This course is created to help you bring on those new clients – FAST!

What We Will Cover: Onboarding Defined & Why it Matters, How to Position Yourself for Success, Your 6-Step Onboarding System Overview, Streamlined Onboarding Step by Step, Tools & Best Practices, Summary & Action Plan.

SKU: newclientonboard Category:

How to streamline your system for bringing on a new client. If you struggle to bring on new clients – join the club! This course is created to help you bring on those new clients – FAST!

Covered here: *How to position yourself for success *The 6-Step Onboarding System *Streamlined Onboarding taught step-by-step *Tools to use *Best practices *Your action plan to implement.