Accounting firms that struggle with their client acquisition and retention may benefit from improving their customer experience.
Building strong relationships with customers and ensuring their satisfaction can improve a firm’s lead generation and sales performance. That’s where client onboarding can help.
Client onboarding, much like employee onboarding, is a process wherein a firm introduces new clients to the business and its solutions. Familiarizing clients with the firm’s offerings can lead to effective collaboration. To improve your client onboarding experience, consider these tips.