EP265: Teresa Slack - Onboarding New Clients The Right Way

How can I make things more valuable and useful for my clients? A central question for all bookkeeping business owners alike. Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee and valued member of the Pure Bookkeeping community.  She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build strong relationships with your clients and grow trust early.  During this interview, you'll learn... The importance of onboarding processes Critical areas to consider when onboarding new clients How to use pre-onboarding to maximize client trust  Connect with Teresa on LinkedIn. Learn more about Financly by visiting their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.  Time Stamps 03:23 - Updates on Teresa’s business, Financly 11:42 - The importance of client onboarding and what you can do to improve your clients’ experience 21:02 - Documenting your processes to help you improve them 23:25 - How long should it should take to onboard clients 24:25 - Pre-onboarding clients & three things you should consider

Om Podcasten

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.