Episode 115: [SYSTEMS] Onboarding with Alyssa Lang

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.

In this episode you’ll hear:

• the importance of separating processes in onboarding
• tech and tools we both use to automate onboarding as much as possible
• a walk through of the onboarding process & touch points with clients

Resources mentioned in this episode (some of these are affiliate links):

PROGRAMS

• Dubsado Decoded
• Breakthrough
• Kickoff With Asana

SOFTWARE

• Dubsado
• Content Snare
• Plooto
• Asana
• Google Drive (Workspace)
• Zapier
• Keeper
• Clockify
• Slack
• Notion

OTHER PODCAST EPISODES WITH ALYSSA:

• Choosing the Right Marketing Strategy with Alyssa Lang
• [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena
• The Honest Truth about Running a Business with Alyssa Lang
• How to Breakthrough to the Next Level with Alyssa Lang
• Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen

Listen to the full audio here ⬇

🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast

About Alyssa

Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!

After being in the accounting world for five years, Alyssa struggled with streamlining her practice. She felt frustrated and nervous and couldn't sleep at night not knowing where her client work would come from. She was overwhelmed by all the daily tasks, lost track of work and just couldn't keep up.

Alyssa hit a wall and decided to make a change, so she started to automate her practice by creating workflows, systems and processes. She was then able to run her practice and take on more clients, scale and provide excellent service in the process!

These days Alyssa’s a full-time educator. She’s also an Asana Certified Pro and her courses and resources have helped hundreds of bookkeepers and accountants worldwide!

Find & Follow

Connect with Alyssa:

🌐 Visit her website 

📱 Follow her on IG @workflowqueen

🎙️ Listen to her podcast: Conquering Workflows & Systems with the Workflow Queen 

Connect with Ambitious Bookkeeper:

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