Key takeaways
Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this course, Erika Segal, Associate Brand Manager with CPACharge, will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this course is for you.
Learning Objectives
Identify ways you can streamline your onboarding process.
Recognize how to delight your new clients with an informational yet efficient experience.
Discover strategies from the best in the business.
Prerequisites
None
Advanced Preparation
None
Instructors
Erika Segal Brand ManagerCPACharge
Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.