Client onboarding is something you need to get right, or you risk boring your new clients and not maximising the returns on your new relationship early on. Here’s my complete breakdown of the what, why and how it’s so important for your accountancy practice.
Is your current marketing strategy not working? Or maybe you don’t have one yet? Discover the 4-step ‘lead nurture blueprint’ for your accountancy practice to be remembered, recommended and referred.
Accountants get referrals, it’s the nature of the beast. But how many of you have a systemised process in place in your practices to ask the question at every opportunity? By systemising your referrals process you can massively increase results. Read more to find out why.
If you are an accountant with your own practice, then you are sitting on a gold mine. Or let me rather say – you should be sitting on a gold mine. My definition of a goldmine? High profits, good cash flows with money in the bank, systems working, great people – and you having an absolute blast enjoying yourself.
As I mentioned in my last video blog, I believe there are 2 steps when it comes to getting referrals right as a process in your practice. The first step is – having a systematic approach which I explained in the last video. In this video, i’m going to give you a bit more about the scripting, the ‘what you say’, because if your scripting is wrong, or not thought through properly, it may not get you the results that you want.