Tag Archives: onboarding

How to hire the best team members by using what you learn from bad hiring experiences

Hiring a new team member for your accounting firm who then doesn’t work out can

How to move onboarding from your head to an actual process

So you’ve got an idea of your onboarding process and are excited to put it

How to create YOUR process, your way, to convert the right leads

Your prospects may use a range of different software and systems but as you are

What marketing can we automate, and what do we need to keep manual?

You might remember a while back we wrote a blog about the onboarding process and

What do I do if a client relationship goes cold?

We’ve talked about what to do when communication goes cold after you send a proposal. 

Deeper Weekend 2018

Wow! Deeper Weekend was amazing! Here’s a few sketchnotes from the sessions I loved!

Is marketing only about attracting new clients? Or does it include onboarding and other processes?

I was talking to an accountant on Facebook recently, and we were arranging a call