Jessica Gonifas, CPA的动态

I've spent the last few weeks re-thinking everything about our client onboarding experience. ??? Clarity is the goal. We just shipped a new process. Here's what our new clients had to say on their first day: "NPS 100" "A Team Overseas onboarding is the one to beat. It's slick and clean while also getting to value-adding faster. The whole point of having an EA is to take things off your plate and you have done that." "(The onboarding program) was super helpful. It made me not have to do much work so I appreciate that." "Really helpful to have a list to actually follow. In the past, it's like I'm just literally sitting staring at the cieling figuring out what's next." -- So what's the new process? We transplant a full/detailed onboarding program into our new client's company. We collab on a one-pager which includes a fully custom checklist of tasks over the first month. Clients leave the first meeting with details of what needs to happen from the first hour through the next month.

The new Technogym Checkup is a great way to engage that new member with this comprehensive tool for assessment and personalized training programs. Watch the video: https://lnkd.in/gbRXZg2f

Welcome to Lawflix, your go-to series for smart, practical legal tech insights to level up your business game. From streamlining onboarding to sharing LinkedIn tips, the Word LX team is here to share tips that work. ?? In this video, we’re talking about onboarding—because who said it has to be complicated? The team breaks down how to keep it clear, simple, and super efficient. Ready to transform the way you onboard clients, teams, or projects? https://lnkd.in/gmTjYD8Q #Lawflix #OnboardingSimplified #WordLX #TeamTips

Learned very quickly that if you want to scale, systems and processes are a must. In this video I share exactly how we automated our onboarding process at WGMI Labs, our software development agency, so you can replicate it! https://lnkd.in/gqBag27D

With new member onboarding you have a short amount of time to create the biggest value. That doesn’t mean more content, it means context that matches the members desired outcomes. #lunchtimelessons

With new member onboarding you have a short amount of time to create the biggest value. That doesn’t mean more content, it means context that matches the members desired outcomes. #lunchtimelessons

Effective onboarding isn’t just about filling out forms or ticking off training boxes. It’s a strategic investment in your team’s long-term success that pays off in job satisfaction, career development, team stability, and better patient outcomes. Here’s how: https://bit.ly/3ONjEhz

A lot of agency and startup owners I speak to overlook just how important client onboarding is... But here’s the thing: a smooth, thoughtful onboarding process sets the foundation for a great partnership. First impressions aren’t just for show – they set the tone for everything that follows. ?? Swipe through to see what makes the difference between onboarding done right (and wrong)! ??

If you’re not confident in your onboarding systems, or you don’t have any at all, somethings gotta change. Clients being unsure of what to expect can play to our favour, but it can also set us up to disappoint someone based on a criteria we weren’t aware of. Start on the right note with your clients, and check out our recent blog Client Onboarding, What and Why ???? https://buff.ly/4bik09b #Striive #ClientOnboarding