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.
Two Roads
Director of Experience
[email protected]
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.