Your Complete Client Onboarding System for FINANCIAL ASSISTANTS/BOOKKEEPERS by Lanie Lamarre

Your Complete Client Onboarding System for FINANCIAL ASSISTANTS/BOOKKEEPERS

Put your service sales on auto-pilot by streamlining the BS keeping your from being able to do your best work

Overview

This bundle is designed to help bookkeepers/financial assistants get back to investing more time around what their clients are investing in, instead of spending it about back-and-forth emails, payment deadlines + the endless attempts at trying to figure out the best time to discuss your client’s project. 
  • 3 workflow templates specific to how bookkeepers on-board new clients either through their website, by phone or in-person, as well as being able to manage their projects + off-boarding scenarios like the pro they are;
  • a library of forms, questionnaires + email templates that take the guesswork out of trying to figure out what to include, all completely drafted for you to either copy + paste or edit to match the unique brand voice your audience knows + expects from you; and
  • some tech suggestions to help you choose an automation platform that will best suit the services you offer + the way you prefer to operate.
Whether you want to DIY your workflow or you want to make it easier to put together everything you need to outsource its creation, this digital bundle provides you with everything you need + more to streamline, automate + organize the way you're selling your financial services.

NOTE :: This will not teach you how to run a bookkeeping business, nor will it show you how to execute your creative process. This digital download serves to automate how you manage your clients throughout the delivery of your services.

What's included?

File Icon 1 file Text Icon 26 text files

Contents

About your Complete Client Onboarding System
Terms of Purchase
How To Use This Download
Download the PDF here
6.16 MB
Your Workflows
Choosing + Using Workflows
1.1 - Client applies by website application
1.2 - Client applies in-person/by telephone
1.3 - Clients auto-book session with you
2 - Project + Post-Project Workflow
Forms + Questionnaires
LEAD CAPTURE/CLIENT INTAKE
CUSTOM + ADD-ON PROPOSAL
CONTRACT
TESTIMONIAL COLLECTION/FOLLOW-UP QUESTIONNAIRE
Email Templates
INTRO CONSULTATION
INTRO AUTO-BOOK
WELCOME EMAIL
BOOK SESSION
SESSION DETAILS
STATUS EMAIL
PAYMENT DUE
UPDATE EMAIL
TESTIMONIAL EMAIL
THANK YOU
EMAIL REMINDER TEMPLATES
BONUS EMAILS
The Tech
How To MacGyver What Already Works For You
CRMs
BONUS ROUND
Unlock your bonus content

Get more done by setting yourself up to have less to do

I'm Lanie Lamarre from Miss #GSD. My jam is to help service-based business owners roll out SMOOTHER projects, score HAPPIER clients + enjoy BIGGER pay-days. (Basically, I help you quit crying in the shower from overwhelm. Because you ARE cut out for this. You just need a better way of operating + doing things!)