Deep Dive: Automate your Client Onboarding
A Talk by Amy Holdsworth (Clarity Street, Clarity Street)
About this Talk
Client onboarding seems to be a total drag for most firms, but it shouldn't be that hard! In this session get a live demo of how you can power up your Client Onboarding process, from the moment a future client books in their first meeting right through to the accepted engagement and then the workflow piece.
We'll show you the exact client lifecycle with the following systems: Content Snare, Ignition, Xero & Xero Practice Manager, how they link together and how you can reduce the manual steps in between!