S2.E2: Five Ways To Enhance The Client Onboarding Experience

S2.E2: Five Ways To Enhance The Client Onboarding Experience

In episode two we are chatting about the onboarding process. This is how we go from inquiry to a booked client. I dive into 5 simple steps to make this onboarding of clients EASY, automated and clear to your clients.

S2.E1: The Start Of Your Client Experience

S2.E1: The Start Of Your Client Experience

Welcome to Season Two! This season we are diving into client experience. From how you leave your client feeling, the extra steps you take to add value and the process from start to finish, we are going through it all!

S1.E4: Interview with Joanna from Account Well Co.

S1.E4: Interview with Joanna from Account Well Co.

Episode Four of Built in a Season answers your questions. Questions I can’t and shouldn’t answer, so we’ve brought in a Calgary favourite. Joanna Sheth is a CPA and a small business owner of her own accounting firm, Account Well Co.