Audible. Only £0.99 a month for the first 3 months + £10 Audible voucher. Pay £0.99 for the first 3 months, and £7.99/month thereafter. Renews automatically. Start my membership.

136. Client Onboarding Secrets
Oct 22 2024
Length: 16 mins
Podcast

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to basket failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Adding to library failed

Please try again

Follow podcast failed

Unfollow podcast failed

136. Client Onboarding Secrets

Listen for free

View show details

Summary
One of the best ways to keep Fractional CFO clients longer is by nailing the onboarding process.
This video walks you through my approach.

👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle
💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo
🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator
📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon

Show More Show Less

Show More Show Less

What listeners say about 136. Client Onboarding Secrets

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews

No Reviews are Available

Report a review on Amazon