Lessons Learned in Client Onboarding
Aug 02, 2022•31 min•Ep. 65
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Episode description
"Honestly, the way we've structured our kickoff call week. 80% of the kickoff call, just letting the CFO and the client kind of start to have those conversations, which is huge. We listen and we hear the things that are most important to them." - Lydia Rapp
The finer details of this episode :
- What are we doing now that we haven't done before?
- Why you should have a client onboarding process in place
- What are the important things to consider when building an onboarding client?
Episode resources
- Summit CPA website - www.summitcpa.net
- Email us with questions - cpa@summitcpa.net
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