Tech Stack Series: Discovery and Onboarding, Re-engagement and Dis-engagement Tech

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Speaker - Kellie Parks

Today, we’ll collaborate to design a comprehensive discovery and onboarding process, as well as a re-engagement and dis-engagement tech stack. This tailored approach is aimed at optimizing the client experience at every stage while streamlining your firm’s internal processes. Our objective is to create a seamless workflow that not only enhances client satisfaction but also maximizes operational efficiency, ensuring a smoother, more effective experience for both your team and your clients.

Learning Objectives:

We will cover the following topics in detail with worksheets, checklists and actionable steps to take. After attending, attendees will:

1. Understand that is is key to start with your desired outcomes for the processes so that the tech and systems guide you to the right goals.
2. Gain the knowledge of what app verticals are necessary to ensure smooth client onboarding, re-engagement, and disengagement experiences while streamlining the process for your firm
3. Focus on the steps and communications necessary to create exceptional client experiences and firm efficiency.

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Cost: Must be Premium Content Member (Join Here)

CPE Credits: 1

Subject Area: Computer Software and Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted pricing is $499 per year..  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.