Lead Management
Created by Back Office Support Solutions
Maximize your conversions, acquire new clients, and grow your accounting practice with this process developed by BOSS.
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Onboarding a New Client Template
Download your free Onboarding a New Client template to personalize and use in your bookkeeping or accounting firm.
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About this template
A lot needs to happen when your firm signs a new client—often by several different members of your team. A detailed process that you can replicate for each new client is the only way to make sure all bases are covered. This is the process used by London accounting firm, BOSS, to onboard their clients in the UK.
Some steps in this process are specific to United Kingdom accounting requirements, but it's a great example of how a fast-growing firm is achieving success. Your firm can tailor these steps to suit the needs of your prospective clients.
Back Office Support Solutions (BOSS) are experts in accounting and financial matters assisting all manner of London businesses. They're a paperless firm who utilize new technologies to be more efficient and transparent.
This process is one of three provided by BOSS, which all relate to their customer journey. You can also check out how they onboard their clients (once their leads are converted), and how they offboard clients at the end of their relationship.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Back Office Support Solutions
We are experts in accounting and financial matters assisting all manner of London businesses. Straight talkers explaining things in plain English, we relish the jobs you hate. We'll explain to you exactly what needs to be done as well as help you do it!
Making sure your cash flow is accurate and controlled, making sure you comply with the relevant rules & regulations, submitting all your returns on time and giving you advice on reducing tax and increasing profit – these are just some of the things we can help with.
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