The key ingredients for a healthy onboarding process

Recorded on 8th June 2023

When you introduce a new client to your practice, it’s important to get your partnership off to a great start. Rob Gardiner from FreeAgent was joined by Jo Wood from The 6 Figure Bookkeeper to find out how you can wow clients early on and create a healthy onboarding process that works for both of you. Watch the recording to find out:

  • why it's important to get onboarding right
  • how to set clear expectations for your working relationship with the client
  • how technology can help you implement a smooth process