157 ⎸ How to Onboard Clients

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!

In this episode you’ll hear:

• Challenges of managing multiple clients at the same time
• Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
• Intake forms tailored to client needs
• Introduction of the Dubsado Decoded course and its features
• Use of email templates throughout the onboarding process

Resources mentioned in this episode:

Some of these are affiliate links. 

• Dubsado CRM
• Dubsado Decoded Course
• Free Onboarding Templates
• The Bookkeeping Client Closer
• The Bookkeeping Biz Workshops
• The Bookkeeping Business Accelerator®
• Elevate
• Kickoff with Asana for Bookkeepers & Accountants
• Hello Sign/Dropbox Sign
• Adobe Acrobat
• PDF Expert
• HoneyBook
• Google Workspace
• Canva
• Acuity
• Zapier
• Asana
• Slack
• Threads - follow me @ambitiousbookkeeper

Listen to the full audio here ⬇

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

Find & Follow  

Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact