157 ⎸ How to Onboard Clients

The Ambitious Bookkeeper Podcast

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In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!

In this episode you’ll hear:

• Challenges of managing multiple clients at the same time
• Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
• Intake forms tailored to client needs
• Introduction of the Dubsado Decoded course and its features
• Use of email templates throughout the onboarding process

Resources mentioned in this episode:

Some of these are affiliate links.

• Dubsado CRM
• Dubsado Decoded Course
• Free Onboarding Templates
• The Bookkeeping Client Closer
• The Bookkeeping Biz Workshops
• The Bookkeeping Business Accelerator®
• Elevate
• Kickoff with Asana for Bookkeepers & Accountants
• Hello Sign/Dropbox Sign
• Adobe Acrobat
• PDF Expert
• HoneyBook
• Google Workspace
• Canva
• Acuity
• Zapier
• Asana
• Slack
• Threads - follow me @ambitiousbookkeeper

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, @ambitiousbookkeeper

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 on Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Bab

1. Introduction (00:00:00)

2. Challenges of Recording and Today's Focus (00:00:22)

3. Low-Cost Onboarding Solutions (00:01:51)

4. Implementing Dubsado for Seamless Onboarding (00:04:48)

5. Free Resources and Standard Document Requests (00:10:57)

6. Finding and Closing Clients (00:13:00)

7. Automating the Onboarding Process (00:13:50)

8. Dubsado Decoded and Additional Resources (00:23:43)

9. Conclusion and Special Offers (00:26:11)