Join Darren Xerri, CEO and Principal Consultant of Your Business First as he outlines the steps you need to consider when a new client is introduced to your Firm.
Darren has created this webinar specifically for owners & managers in the accounting profession.
Your Onboarding Process welcomes new clients into your Firm. The client should feel comfortable that you will be addressing their requirements and that the services you will provide them is tailored specifically to those requirements. Just as important it is critical that you deliver a great first impression to your new client.
Your Onboarding Process clarifies each step that needs to be taken from enquiry right through to acceptance, who is responsible for each step and what is required for each step.
In this Webinar you will learn:
- why you need an Onboarding Process;
- Darren’s steps involved in creating your Onboarding Process and what is required;
- some ideas and protocols you can use when meeting new clients.
This webinar is ideally suited for owners & managers who need ideas on what to include in their onboarding process, are updating their current one or require confirmation of what they are currently using.
Are you looking to take the next step in the business cycle for your public accounting firm? Get in touch with Your Business First to assess your current position and look at ways to take your business to the next level. Give us a call today or email Darren.
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