115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.In this episode you’ll hear:the importance of separating processes in onboardingtech and tools we both use to automate onboarding as much as possiblea walk through of the onboarding process & touch points with clientsResources mentioned in this episode (some of these are affiliate links):PROGRAMS:Dubsado DecodedBreakthroughKickoff With AsanaSOFTWARE:DubsadoContent SnarePlootoAsanaGoogle Drive (Workspace)ZapierKeeperClockifySlackNotionOTHER PODCAST EPISODES WITH ALYSSA:Choosing the Right Marketing Strategy with Alyssa Lang[BONUS] How to Package + Sell Advisory Services with Alyssa + SerenaThe Honest Truth about Running a Business with Alyssa LangHow to Breakthrough to the Next Level with Alyssa LangScaling Your Bookkeeping Business with Alyssa Lang The Workflow QueenAbout our guestAlyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!Visit her websiteFollow her on IG @workflowqueenListen to her podcast: Conquering Workflows & SystemsThanks 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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring, Visit our website >Thank you for your support of our show. If you'd like to leave a review, click HERE.Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support.  Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!