The Custom Client Onboarding System You’ve Been Wishing For
A private 7-episode podcast for bookkeepers & accountants who want to automate their onboarding, convert more leads, and finally feel on top of their systems with Dubsado®️.
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WHAT YOU'LL LEARN INSIDE
🎧 Episode 1: Why Your Client Experience Is Costing You Clients
→ The small system mistakes that make a big impact on your bottom line
🎧 Episode 2: From Photographer to Systems Pro
→ Kendra’s journey and what Dubsado done right can do for your biz
🎧 Episode 3: My Exact Onboarding Workflow (That Runs Itself)
→ Serena’s real Dubsado workflow that saves hours and closes more deals
🎧 Episode 4: Mapping the Full Client Journey
→ From first click to final payment—automate the flow without losing the human touch
🎧 Episode 5: Why You’re Not Booking Clients (Even With a Great Offer)
→ Tracking, follow-up, and the psychology behind the “silent no”
🎧 Episode 6: Should You DIY or Get Help?
→ How to know when to hand it off vs. when to build it yourself
🎧 Episode 7: Behind the Scenes of Dubsado Decoded
→ Your full walkthrough of our course, our templates, and how to join
THIS PODCAST WILL HELP YOU:
✅ Create a lead-to-onboarding experience that WOWs
✅ Stop wasting time rewriting the same emails over and over
✅ Feel confident your clients are taken care of—even when you’re off the clock
✅ Decide whether to DIY your setup or let us do it for you (with our exact system!)
✅ Prep your biz for growth without hiring a team
MEET YOUR HOSTS 👯♀️
Serena Shoup, CPA – Founder of Ambitious Bookkeeper®️ and creator of the systems that built a six-figure bookkeeping biz intentionally & from scratch.
Kendra Courtney – Certified Dubsado®️ & Workflow Specialist who’s helped hundreds of business owners create systems that serve both them and their clients.
Together, we’ve packaged our best insights into a short, bingeable private audio series you can listen to while sipping your morning coffee or on your afternoon walk.
JOIN THE FREE PRIVATE PODCAST
This isn’t public. You won’t find it on Apple or Spotify. But once you sign up, we’ll send you the link to start listening instantly (or binge it all later)!
You can drop the link into your choice of podcast listener or listen online.
