Onboarding File Review Workflow & Communications
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these spreadsheet templates make conducting a file review for a prospective client harmonious and efficient.
What You Get:
Email templates
Contract (need to be legally vetted for your region)
Best Practice Notes
Checklist of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)
This is a kickin’ file review system.
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these spreadsheet templates make conducting a file review for a prospective client harmonious and efficient.
What You Get:
Email templates
Contract (need to be legally vetted for your region)
Best Practice Notes
Checklist of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)
This is a kickin’ file review system.
Onboarding a new client is an opportunity to set the stage for a collaborative relationship.
Drop the ball during this critical process, and they may question their decision to add you to their trusted business team. Not to mention the wasted time and energy for you.
It takes immense energy and time for you to get the processes & systems mapped out tightly.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these spreadsheet templates make conducting a file review for a prospective client harmonious and efficient.
What You Get:
Email templates
Contract (need to be legally vetted for your region)
Best Practice Notes
Checklist of tasks & to-dos (as a live link to a downloadable GSheet and enclosed in download as Excel formatted files)
This is a kickin’ file review system.
About What’s Included
The Onboarding Spreadsheet Communications & Workflow include templates for each workflow needed to onboard new clients. How to vet and quote new clients, engagement & information gathering, creating a Dext account, training & collaboration meetings, and creating client [accounting program] account.
These templates can be used as a stand alone system, or imported into most programs as a CSV file (some apps will import for you!) ClickUp, Jetpack, Karbon, Process.st to name a few.
1. Email templates
Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
2. Google Form questionnaires
Google Forms make it easy to gather information from clients during the onboarding phase. Simple to customize to fit your workflow and process, and you may even find some questions you didn’t think of!
4. Best Practice Notes
Developed by accounting professionals, we've learned (often the hard way) how best to set up and manage your onboarding process. Included with these templates are best practices, clever workarounds, and useful shortcuts to maximize your team's productivity.
5. Checklists of Tasks & To-dos
Remove or add tasks quickly and easily to fit your process. Never miss a step during the onboarding process with customizable checklists that cover everything you need, start-to-finish.