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The Ambitious Bookkeeper Podcast - 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience

102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience

06/14/23 • 27 min

1 Listener

The Ambitious Bookkeeper Podcast

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In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!

In this episode you’ll hear:

  • software recommendations for creating proposals & for HR support
  • how to present multiple service options to potential clients
  • how to implement flat-rate pricing
  • how to establish credibility with new clients

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

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Send us a text

In this Q&A episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a checklist for future hires. This one is packed with goodies!

In this episode you’ll hear:

  • software recommendations for creating proposals & for HR support
  • how to present multiple service options to potential clients
  • how to implement flat-rate pricing
  • how to establish credibility with new clients

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

Previous Episode

undefined - 101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers

101 ⎸ [Q&A] Keeping it Secure: File sharing for Bookkeepers

1 Recommendations

Send us a text

On this episode, we’re airing another Q&A! This time, Serena answers questions from our very own Ambitious community. She shares tips and tricks on file-sharing systems, backup software, core values, hiring strategies, and more.

In this episode you’ll hear:

  • how to utilize Google Drive and Hubdoc for your business
  • strategies for finding quality candidates for hiring
  • perks of being in BBA VIP

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

Next Episode

undefined - 103 ⎸ [Q&A] Why DIY E-Commerce is no-go

103 ⎸ [Q&A] Why DIY E-Commerce is no-go

Send us a text

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work. Plus, you’ll hear her answer questions related to pricing and managing Ecommerce. Come get some actionable tips!

In this episode you’ll hear:

  • details on Serena’s social media hiatus
  • how we handle holiday/closure periods
  • how to include software subscriptions in your pricing
  • strategies related to DIY Ecommerce

Resources mentioned in this episode:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Follow on Twitter: twitter.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

To fill out The State of Virtual Bookkeeping Survey, click HERE.

For each response, I'll be donating $1 to charity: water. Learn more here.

Join the next free training at ambitiousbookkeeper.com/training

The Ambitious Bookkeeper Podcast - 102 ⎸ [Q&A] Simplify Your Clients Onboarding Experience

Transcript

Serena

Hello, friends. I am here. We are two months in and now this is our second month into, or I guess one month into this new VIP cohort of BBA. I'm gonna go into the Facebook group real quick to see if there's any questions that have been posted recently and I will riff on those Jamie, you are in, Vegas. Are you going to be attending QuickBooks Connect in December?

Serena

Will the program offer anything for D

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