158 ⎸ The Onboarding Workflow

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!

In this episode you’ll hear: 

• steps in the onboarding workflow
• setting up question forms on your website
• modifying onboarding process for clients on Upwork
• setting expectations during onboarding

Resources mentioned in this episode:

• Behind the Scenes of my Dubsado YouTube Video
• How to Get Clients on Upwork YouTube Video
• Dubsado (affiliate link)
• Dubsado Decoded - 20% off thru 7/31!!

Listen to the full audio here ⬇

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

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Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

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📱 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