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