New Client Magic: Automating Your New Client Workflow

Tips to automate and simplify your client onboarding process with SmartVault + DocuSign.

with Gabrielle Fontaine

Converting virtual bookkeeping prospects into clients can be difficult and clunky from a workflow standpoint. Selling your services can feel uncomfortable unless you’re confident that you have what it takes to serve the client’s true needs. But once you have that nailed, how do you make it easy for them to sign up and get started quickly?

That’s what we cover in this nuts-n-bolts webinar on streamlining your new client workflow using SmartVault and DocuSign in tandem.  We’ll cover exactly how to…

  • Make it easy for your prospects to say YES to your high-value bookkeeping services that solve their financial management needs…
  • See exactly how to secure new client engagements in hours not days (or weeks) no matter where your new clients are located, whether around the block or across the country…
  • Discover the easiest way to secure up-front payments and assure client commitment to win-win success right from the start (including a shoestring budget workarounds for virtual bookkeepers who are just getting started)…
  • Sample workflow diagrams you can use and customize to your unique situation so you can implement what we cover together immediately…
  • Complete, live software demonstration of how to use SmartVault and DocuSign together as your simple, cost-effective new client conversion solution…

…and much, MUCH more!

Gabrielle Fontaine
PB, ABSC
The Freelance Bookkeeper
Gabrielle Fontaine is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor who works with independent consultants and self-employed professionals to maximize cash flow, save taxes and improve profits using proven systems and online technology. She has been in business for over 30 years and works on a virtual basis with all her clients. Gabrielle is the author of the award-winning blog, The Freelance Bookkeeper, and regularly speaks at accounting technology conferences around the world. She is best known for her practical online training programs specifically for independent bookkeepers.