You’ve just gotten a new lead for a new client and now you must assess what they need from you effectively enough to give them a proposal but that’s only the beginning. After you land the client onboarding can be painful for both sides or it can reaffirm to your new client that you know exactly what you’re doing and they made the right decision. How do you get the information you need, communicate key tasks to your team, make sure nothing falls through the cracks, and get off to a smooth start? This class will cover some best practices for new client assessments and onboarding.
3 actionable take-aways:
Brittany Brown is the Founder and CEO of LedgerGurus, a company providing outsourced accounting services to other companies and specializing in the ecommerce space. She is a CPA and QuickBooks Pro Advisor certified in QuickBooks Online Advanced. She is the driving force behind her firm’s rapid growth and innovation, growing from 2 to over 40 employees in 4 years and establishing LedgerGurus as an industry leader in the ecommerce space. Her entire workforce is home-based, operating entirely within the cloud, built on the QuickBooks Online ecosystem.
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