10:00am-10:30am (GMT) 7th November 2024
Onboard like a Pro: Streamlining Your Client Journey from Start to Finish
Let’s be real, onboarding clients can feel like a drag. Suddenly, you’re more of a salesperson than an accountant, pitching your services when all you really want is to dive into the work you’re great at. And before you even earn a penny for the work you excel at, there’s the grind of the onboarding process. But what if it didn’t have to be this way? Imagine impressing potential clients with standout proposals and an onboarding process so streamlined that it practically runs itself. Get clients up and running faster, so you can focus on what you do best! On 7th November Tim Burrow will be hosting a GoProposal masterclass where he will break down how to use GoProposal in a way that’s easy to understand and immediately actionable. In this session you’ll learn:
- The onboarding solution designed to be easy enough for your most inexperienced team member to use with your most complex client
- How to present your prices with confidence using GoProposal
- Why clients will love their onboarding experience, from proposal to compliance
Speakers
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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