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Onboarding: Establishing the Relationship to Maximize Results

ONBOARDING: ESTABLISHING THE RELATIONSHIP TO MAXIMIZE RESULTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 4, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar you will learn about the importance of paying attention to your new client onboarding process. In addition, you will see how designing this process and following through by setting expectations and communicating often with your clients leads to long-term enjoyable client relationships. No matter what role you play in your firm, this session will impart key principles that will help you earn and retain clients’ business.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Zach Cochran

Two Roads
Director of Experience
[email protected]

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Zach Cochran is the Director of Experience at Two Roads Bookkeeping based in Knoxville, Tennessee. He manages a team of remote bookkeepers to ensure that the expectations of all Two Road clients are met and hopefully exceeded.

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ShareFile is a secure, cloud-based content collaboration platform that makes it easier for businesses to share, send, sign and store documents on any device, anytime. We bring business-class file sharing, streamlined workflows and real-time collaboration all together in one place.