158 ⎸ The Onboarding Workflow

The Ambitious Bookkeeper Podcast

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In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain actionable tips and strategies for a seamless onboarding process and make sure to catch the YouTube videos linked in the show notes for an even deeper dive into the subject!

In this episode you’ll hear:

• steps in the onboarding workflow
• setting up question forms on your website
• modifying onboarding process for clients on Upwork
• setting expectations during onboarding

Resources mentioned in this episode:

• Behind the Scenes of my Dubsado YouTube Video
• How to Get Clients on Upwork YouTube Video
• Dubsado (affiliate link)
• Dubsado Decoded - 20% off thru 7/31!!

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

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

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

Hoofdstukken

1. Introduction and Overview (00:00:00)

2. Answering Listener Questions (00:00:58)

3. Onboarding Workflow Explained (00:03:09)

4. Onboarding Clients on Upwork (00:05:19)

5. Handling Slow Client Responses (00:07:49)

6. Conclusion and Announcements (00:11:12)