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Automate Client Onboarding and Payments with Practice Ignition

AUTOMATE CLIENT ONBOARDING AND PAYMENTS WITH PRACTICE IGNITION

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Systemizing your client onboarding process is crucial in streamlining your firm's internal workflows while ensuring the efforts you put forth are paid. Effective communication using technology is key in optimizing the client experience and reducing roadblocks that may cause frustration and churn. 

Along with Jennie Moore (Moore Details Inc.), we’ll unpack:


  • How to uncover what your client is clearly valuing to confidently present your service package.

  • Effective means to communicate with your client during the prospecting period .


*As a bonus we'll provide you with an engagement letter to quickly engage with your new clients.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.