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The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.

In this episode you’ll hear:

• How to capture lead information
• Information you should have on your proposals
• When the best time is to implement a system like Dubsado for onboarding

You can connect with Kendra on Instagram or her website

When you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!

If you want to DIY your Dubsado setup, enroll in Dubsado Decoded HERE>>

Get 20% off your first month or year of Dubsado HERE (affiliate link) >>

Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflows

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me and Kendra, @ambitiousbookkeeper & @kedracourtneyco

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect of Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools

• Podcast Editing: Ian Gilliam: iangilliam.com
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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