How can I make things more valuable and useful for my clients?
A central question for all bookkeeping business owners alike.
Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee & valued member of the Pure Bookkeeping community.
She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build strong relationships with your clients and grow trust early.
During this interview, you'll learn...
- The importance of onboarding processes
- Critical areas to consider when onboarding new clients
- How to use pre-onboarding to maximize client trust
Connect with Teresa on LinkedIn.
Learn more about Financly by visiting their website.
A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!!
Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce.
To save your free spot, CLICK HERE.
03:23 - Updates on Teresa’s business, Financly
11:42 - The importance of client onboarding and what you can do to improve your clients’ experience
21:02 - Documenting your processes to help you improve them
23:25 - How long should it should take to onboard clients
24:25 - Pre-onboarding clients & three things you should consider