Onboarding process for ecommerce clients The key to improving client retention
Video on Demand
Whether you're starting to serve ecommerce clients or you've been looking after their bookkeeping for years, you know that their needs aren't like everyday small businesses.
That's why leading practices serving ecommerce use a standardized onboarding process. It ensures that their team has the right information to succeed, that realistic expectations are met, and that clients are well looked after.
In this webinar, we teamed up with Financly, Pure Bookkeeping, and Ignition to bring you the Essential Onboarding Checklist for Ecommerce Clients.
Watch Now!
What to expect in the webinar?
In this webinar, we discussed:
How Financly improved retention and satisfaction by implementing a standardized onboarding checklist for their ecommerce clients (the checklist will also be available as a download!)
The key stages of onboarding new clients and the most important considerations to keep in mind at each stage.
How implementing processes and checklists across your team can reduce errors, increase efficiency, and enable scalability when supporting ecommerce clients.
Q&A session to answer your burning ecommerce onboarding questions.
-modified.png?width=150&height=150&name=_dsc9339_terri_web%20(1)-modified.png "Teresa Slack, CEO fo Financly & E-commerce training academy for accountants")
