Date: Nov. 6, 2023
Time: 12 – 1 p.m. PT
Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don't take the time to plan out this fundamental phase. In this webinar, Erika Segal, Associate Brand Manager with CPACharge, will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don't yet have one in place, this course is for you. Upon completion of the course, the audience will be able to:
1000002427-123023
Business Management & Organization
Overview