Building a Seamless Onboarding System for Your Clients

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

In this solo episode, Alyssa Lang dives into the critical aspects of client onboarding for bookkeepers and accountants, ensuring efficiency and client satisfaction. Alyssa walks you through the process of mapping out the onboarding journey, utilizing automation tools, and setting timelines that distinguish onboarding from sales or cleanup, setting your practice on a path to success with streamlined systems!

In this episode you’ll hear:

• How to map out an efficient onboarding process
• How to separate your sales process, onboarding and clean up process for best success
• Why proper onboarding is crucial for cultivating positive client relationships and retention
• How automation tools can enhance the onboarding experience
• Who can handle onboarding tasks within your firm

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

🎙️ Growing Your Firm Podcast Interview: Workflow Queen’s Must-Have Tools & Tactics for Growing Your Firm

⚙️ Miro

⚙️ Dubsado

⚙️ Asana

💻 All our programs and courses at Workflow Queen

⚙️ Notion

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 The Motherload of Email & Form Swipe File

⚙️ Content Snare

💻 Effortless Client Requests for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Are you ready to take control of your firm’s profitability?
The Client Profitability Tracker helps you analyze margins, adjust rates, and streamline for more profit—all for $97! Stop guessing and start making data-driven decisions.

👉🏼 Grab your Client Profitability Tracker now: workflowqueen.com/profitcheck

Chương

1. Introduction to Client Onboarding (00:00:00)

2. The Importance of Onboarding for Client Retention (00:01:50)

3. Jennifer's Success Story (00:02:23)

4. Steps to Create a Flawless Onboarding System (00:04:46)

5. Mapping Out Your Onboarding Process (00:06:25)

6. Standardizing and Delegating Tasks (00:13:14)

7. Using Automation Tools to Save Time (00:21:02)

8. Determining Your Onboarding Timeline (00:25:47)

9. Common Onboarding Challenges and Solutions (00:27:44)

10. Conclusion and Resources (00:30:46)