The key ingredients for a healthy onboarding process
8 June 2023, 11:00am
When you introduce a new client to your practice, it’s important to get your partnership off to a great start. Join Rob Gardiner from FreeAgent and Jo Wood from The 6 Figure Bookkeeper to find out how you can wow clients early on and create a healthy onboarding process that works for both of you.
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- why it’s important to get onboarding right
- a checklist of what to think about when onboarding new clients
- how to set clear expectations for your working relationship with the client
- how technology can help you implement a smooth process
Bookkeeper Boost Week runs from 5th-9th June and is packed full of virtual events with the ingredients you need to boost your practice in 2023 and beyond.
FreeAgent’s virtual events are CPD-accredited. Attendance of this session will count for one CPD hour/one CPD point and is globally recognised.
SDR Team Manager at FreeAgent
Jo Wood FICB PM.Dip
Co-founder and Coach at The 6 Figure Bookkeeper
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