My Podcast Blog
The Ambitious Bookkeeper®
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 actionab...
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 lo...
![155 ⎸ [RE-AIR] Onboarding With Dubsado with Kendra Courtney](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/b122b84-0064-1cf-236-ce5d26babd2_d4542a2c-2f8b-4d23-aa27-f3a1873e0602.png)
The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped...
![Episode 115: [SYSTEMS] Onboarding with Alyssa Lang](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/bd271c1-c53-a8a-6f13-a762877fbbdb_115_-_Blog_Thumbnail.png)
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 c...
After client onboarding, what's next?
You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing
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In small businesses, it’s important to maintain a good rapport with your clients. But it’s just as important to grow your business and expand your client base. This means going through the dauntin
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