158 ⎸ The Onboarding Workflow

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!In this episode you’ll hear:steps in the onboarding workflowsetting up question forms on your websitemodifying onboarding process for clients on Upworksetting expectations during onboardingResources mentioned in this episode:Behind the Scenes of my Dubsado YouTube VideoHow to Get Clients on Upwork YouTube VideoDubsado (affiliate link)Dubsado Decoded - 20% off thru 7/31!!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, @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/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!

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This episode was published on July 24, 2024.

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