EOFY Onboarding Workflows to Save You Time

Tune in to another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series.' We're bringing you this series so you can be organised in the lead up to EOFY!

In this episode, we'll be throwing back to an episode where Maia and Angie discuss one of their favourite topics - 'Onboarding,' and how it can be systemised to make your life easier. Did you know that by utilising a streamlined Onboarding process, you'll not only avoid an EOFY stress, but you'll change the way you do business forever!

So join us and learn how you can increase your client loyalty and retention through a systemised onboarding process along with the use of Savvy templates and processes.

Key takeaway: "By getting your Onboarding Processes out of your head and onto a workflow your EOFY can be stress free and streamlined."

Useful Links:

• Infographic - Onboarding Workflow

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