You did the hard work winning the client, and now you need to onboard them for success!
In this workflow template, Kieran Phelan, the Founder of Cloud 360 Accounting who won Xero's Small Firm of the Year 2021, shares his streamlined onboarding process for getting new clients set up and onboarded properly into the firm.
The template includes email templates, checklists, and a couple of best practice ideas for sending welcome packs.
For anybody interested, Kieran supports accountants on a 1:1 coaching basis and has previously helped start-up firms through group masterminds as well. You can connect with him on Linkedin here.