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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They’ll share:

  • 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.

photo of Rob Gardiner

Rob Gardiner

SDR Team Manager at FreeAgent

photo of Jo Wood FICB PM.Dip

Jo Wood FICB PM.Dip

Co-founder and Coach at The 6 Figure Bookkeeper

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