Calmwaters' onboarding communications and workflow
This workflow is designed to streamline and take the pain out of engaging your bookkeeing client. Includes questionnaires (google forms) and emails all built in and ready to go
Onboarding is an onerous process. This workflow system is designed to streamline and take the pain out of engaging your bookkeeping client.
Includes questionnaires (Google Forms) and emails all built into ready to use workflows.
This is a kickin' start to finish - vet client, set up payments, info gather, integrate to tech stack and educate - onboarding system. Right?!