The Value Pricing Podcast

Your System for Onboarding New Clients


Listen Later

First impressions matter!  

For business owners, finding a great accounting professional is hard. 

There’s so much choice, and it can be difficult to tell who is going to be good and who is going to be awful.

So, set your standards high right from the outset. 

A bad first impression will scare your clients off in seconds. 

You need to make sure every first experience within your business is smooth, easy and delivers lots of value. That sets the tone for what it might be like to work with you (and you’ll easily convert more clients).

Then when you do sign that client up – don’t stop there! 

Continue showing them how great it’s going to be working together by making sure all your onboarding processes are quick, consistent and streamlined.

Your clients are going to love you for that.

And clients that love you will rave about you to everyone they know.

That’s the best marketing anyone could ask for.

The latest episode of the Value Pricing Podcast is now available: Your System for Onboarding New Clients 

In today’s episode you will learn: 

 

✅ The 7 key elements of a great onboarding system

✅ 9 essential things to include in your onboarding emails

✅ How to streamline your onboarding process with software

✅ Top tips on onboarding from the guys behind JetPack Workflow and Practice Ignition

 

Make your clients love you right from the outset of your relationship and you’ll never have to worry about them leaving you, complaining about price, or causing you trouble. They are also sure to refer you to other great clients.

...more
View all episodesView all episodes
Download on the App Store

The Value Pricing PodcastBy Mark Wickersham

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like The Value Pricing Podcast

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,228 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

85 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,388 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,658 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

My First Million by Hubspot Media

My First Million

2,642 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

25 Listeners

Building the Premier Accounting Firm by Roger Knecht

Building the Premier Accounting Firm

15 Listeners

The Profitable Accountant Podcast by Reza Hooda

The Profitable Accountant Podcast

1 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

59 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,116 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,674 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

54 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners