Client onboarding: how to nail your first impression

Recorded on 25th May 2023

When you introduce a new client to your practice, you’re creating the foundations for a happy and successful partnership. Watch this exclusive webinar for practical tips on how to get onboarding right for new clients.

FreeAgent’s Ruth Mutasa is joined by Charlotte Roberts (ICS Accounting), Antonia Tappin (Abacus Jack Accountancy) and Jon Taylor (Automated Accountancy) to discuss:

  • ways to get to know your client and their business better 
  • how to encourage your clients to embrace technology
  • tips on setting expectations and boundaries regarding your services
  • how to introduce your clients to FreeAgent