Attracting new clients is a significant achievement. Your actions in the early stages of a relationship will set the stage for what could be a long and mutually beneficial relationship. Although onboarding your new clientele is essential, it could become a headache if you’re not organized and customer-focused enough. Here are some actionable ways to […]
Onboarding
5 Tips for Digital Onboarding Optimization
The negative impact of the COVID-19 pandemic on the global economy cannot be downplayed, but the current health crisis also comes with a few silver linings. For one, since meeting with clients face-to-face has become a risky activity, key players in the financial industry have fast-tracked their efforts to embrace digital technology. One aspect of […]
Learning Methods for Onboarding New Employees
Photo by Amy Hirschi on Unsplash Every individual utilizes a different method for learning and remembering information. Some people learn best when listening to audio while others prefer to learn by reading, but all methods work for effective learning. Optimal learning can be defined as remembering information accurately and being able to recall it further […]
The “New” Onboarding
A few months ago I was speaking with a niece who’s a school teacher. She was entering the school year with a challenge she hadn’t faced. Her school district will, through at least several months, be teaching virtually. We talked about her biggest concerns: “Last year, when we shut down classrooms in March, I had […]
5 Easy Sales Steps to Onboard Bookkeeping Clients
I’ve heard many horror stories of fumbling through a makeshift sales process from accounting and bookkeeping professionals. Given our chosen profession, this is totally understandable as it’s not in our nature to sell. We are taught to battle through terrain by balancing our debits and credits! One of my favourite things to do — when […]
How You Hire Affects the Bottom Line: Better Hiring from Start to Finish
If you’re a growing small business, chances are you’ll have to hire an employee at some point. No matter what job they’ll be hired for, as an employer, you have to be prepared with a game plan to find and secure the best talent in the most efficient way. After all, hiring can be more […]
6 Ways to Retain Employees and Boost Your Bottom Line
While there is no way to accurately measure the exact financial cost of employee turnover, there is no doubt that it is both time-consuming and expensive. In addition, just the process of finding good employees in the first place can be somewhat like finding a needle in a haystack. When you find one, you want […]
Why You Need to Upgrade Your Onboarding and How to Do It
See if you’ve ever had a first day at a new job that went something like this: You spend a half hour or hour with someone in HR, signing papers. The person gives you a company manual and may go over a few essential rules. You meet up with your supervisor and walk around greeting […]
6 Discussions That Should Take Place Before Discovery Day
Think you’ve found a qualified and serious franchisee? Fantastic. The next step is to host a Discovery Day, where you will give this person an inside glimpse at running a franchise of your company and, ideally, conclude the day with a verbal confirmation that you will send them a final agreement to sign and become […]
Should You Automate Your Business HR Processes?
One of the biggest challenges as a startup business owner is finding good employees to work for you. Truth be told, finding and retaining quality workers is a challenge not just for small businesses, but also the biggest corporate houses in the country. According to the US Bureau of Labor Statistics, nearly 2 million Americans […]
