In this week’s episode, I’m diving into one of the most underrated but powerful parts of running an accounting firm: your client onboarding process.
From enquiry to proposal, handover to welcome, I’ll be sharing the exact steps we use at striveX to prevent ghosting, stop client “wobbles,” and create an onboarding experience so strong that it earns us 5-star Google reviews before we’ve even touched a tax return.
Whether you’re starting from scratch or looking to refine what you’ve got, this episode will help you set new clients up for success and protect your team’s time along the way.
📩 Paid subscribers: the full episode will be in your inbox Monday at 6am
🎙️ Free subscribers: Upgrade for the full episode, action points and our exclusive community
See you Monday,
Rach x
