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 processHow to separate your sales process, onboarding and clean up process for best successWhy proper onboarding is crucial for cultivating positive client relationships and retentionHow automation tools can enhance the onboarding experienceWho can handle onboarding tasks within your firmResources 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 firmThanks 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, @workflowqueenFor 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.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com