12:00pm-1:00pm (GMT) 5th February 2024
Lunch & Learn: Onboard Like a Pro – Streamlining Your Client Journey from Start to Finish
Let’s face it: onboarding can be a grind. Between pitching your services and navigating the admin maze, it’s easy to feel like a salesperson rather than the expert accountant you are. But what if onboarding could be easy—even enjoyable? Join Tim Burrow for this Lunch & Learn session where you’ll discover how to turn onboarding into a seamless, client-winning experience.What You'll Learn:
- An onboarding solution so simple, even your newest team member can handle your most complex clients
- How to confidently present your pricing using GoProposal
- How to deliver an onboarding experience that wows clients—from standout proposals to effortless compliance
Speaker
Tim Burrow
With six years of experience in the accountancy industry as well as a breadth of financial risk knowledge, Tim has supported practices in navigating through digitisation, value proposition and customer success plans.
Tim is well-placed to give advice to accountants on providing the best customer experience for their clients.
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