Prix Fixe: How to Onboard a New Client to Your Accounting Firm WEBINAR
Overview
Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don’t take the time to plan out this fundamental phase. In this course, Erika Segal, Associate Brand Manager with CPACharge, will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don’t yet have one in place, this course is for you.
Highlights
Learn everything you need to know but didn’t think to ask about email marketing and social media. Learn how and when to communicate with your clients.
Prerequisites
None.
Designed For
CPAs and accounting professionals.
Objectives
Learn how to continuously improve client communication.
Preparation
None.
Notice
None
This event is part of the following bundles:
Leader(s):
Leader Bios
Erika Segal, Brand Manager, CPACharge
Erika Segal is the Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.
Non-Member Price $60.00
Member Price $40.00