157 ⎸ How to Onboard Clients

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!In this episode you’ll hear:Challenges of managing multiple clients at the same timeSpecific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicingIntake forms tailored to client needsIntroduction of the Dubsado Decoded course and its featuresUse of email templates throughout the onboarding processResources mentioned in this episode:Some of these are affiliate links.Dubsado CRMDubsado Decoded CourseFree Onboarding TemplatesThe Bookkeeping Client CloserThe Bookkeeping Biz WorkshopsThe Bookkeeping Business Accelerator®ElevateKickoff with Asana for Bookkeepers & AccountantsHello Sign/Dropbox SignAdobe AcrobatPDF ExpertHoneyBookGoogle WorkspaceCanvaAcuityZapierAsanaSlackThreads - follow me @ambitiousbookkeeperThanks 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 resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)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!