How does onboarding impact long term client engagement?
How does onboarding impact long term client engagement?
Recent work by MyDocSafe has underlined five key potential ways that onboarding and ongoing client management can impact long term client engagement.
3 Simple Steps for a Brilliant Client Onboarding Process
More details and free transcription at http://www.ianbrodie.com/client-onboarding-process/
How to onbaord new clients, customers and email subscribers so they stay loyal and buy more from you.
Customer Engagement with 1Kosmos
Customer Success Bootcamp: Executing a Flexible Yet Repeatable Onboarding Framework
We know effective and successful Onboarding supports the long term success of your customers, so we have to focus on enhancing the process and designing something more flexible for our customers. Join Dave Blake, CEO/Founder of ClientSuccess, as he hosts Kristi Faltorusso, Chief Customer Officer, in a discussion around building a flexible onboarding experience that focuses on outcomes not timelines.
How to Build an Effective New Client Onboarding Process
Client onboarding is the foundation of the client relationship. It’s critical to have a well integrated, scalable system that is also adaptable and can be adjusted, in real time, to meet internal organizational and client needs.
In this webinar, Lydia Rapp, Account and Project Manager at Summit CPA Group will provide tools to build or refine an existing new client onboarding process. We’ll cover how to effectively educate your client and your team on critical information quickly, integrate communications, set and maintain project and relationship expectations, and how to adapt without scope creep.
Presenters:
• Lydia Rapp, Account and Project Manager at Summit CPA
• Jamie Nau, Director of Accounting at Summit CPA
Facilitated by Tom Wadelton, CPA – Virtual CFO at Summit CPA
Learning Objectives:
• Design and implement an integrated, scalable, and adaptable onboarding system
• Utilize onboarding tracking and reporting tools
• Manage expectations and deliverables among all stakeholders, in real time
Designed for accountants and firm owners who want to:
• improve the onboarding process at their firm
• design and implement a integrated, scalable, and adaptable onboarding system
• learn more about onboarding tracking and reporting tools
For details on our upcoming webinars, visit:
https://www.summitcpa.net/vcfo-community
Join our CFO Slack Community: https://www.summitcpa.net/slack
Find out about our comprehensive course (The VCFO Playbook): https://www.summitcpa.net/vcfo-playbook
