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The ESSENTIAL onboarding checklist for ecommerce clients [bookkeeping]
Ecommerce clients have different needs than your everyday small businesses. That's why leading practices make big investments in their onboarding process. It removes ecommerce complexity, ensures that their team has the right information to succeed, and that new clients are well looked after. Find out how leaders in ecommerce accounting use onboarding to improve the client experience.
Get your free checklist today!
Download the [FREE] onboarding checklist for ecommerce clients to receive:
The essential checklist
A list of actions that you should take during the pre-onboarding, onboarding, and post-onboarding process to provide new ecommerce clients with an experience they won't soon forget.
Insights to guide your team
Each step in the process includes a description to provide further context, along with details of who should be responsible for execution, and if it’s dependent on previous tasks being completed.
You’ll also receive 9 in-depth bonus templates and checklists that accompany the onboarding process. From onboarding questions to chart of accounts templates, we've got you covered.
Customizable Google Sheet
We also provide a customizable spreadsheet so that you can select the processes that matter most to your practice and assign tasks to the right team members.
Why is having a documented onboarding process for ecommerce important?
Benefits of documenting your processes:
Produced with contributions from two of North America's leading ecommerce bookkeeping programs: