WEBINAR 1024x768 - Tech Stack 2025 1024 x 768
Choosing And Implementing Your Onboarding Tech Stack
It’s not what the technology does; it’s how it makes us feel.
Did you know that 50% of customers are more likely to remain loyal to a company with an effective onboarding process? The key to an exceptional client onboarding experience lies in using the best technology and systematizing the process with that technology.
In this teaching session and two follow-up deep dives with Kellie Parks CPB, we will cover the essential technology for building a harmonious onboarding experience that sets the stage for respectful, professional client relationships with your firm.
This series is for you if:
- Prospects and clients would not rate their onboarding, re-engagement, and dis-engagement experience with your firm as 5-star.
- You don’t have a systematized onboarding process.
- You are finding your processes and technology are inconsistent and frustrating for you and your team.
- You are overwhelmed by choosing your onboarding, re-engagement, and disengagement tech stack.
If the onboarding process is too complicated, 74% of potential customers will switch to a competitor.
Learning objectives:
- Understand that starting with your desired outcomes for the processes is key so that the tech and systems guide you to the right goals.
- 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.
- Focus on the steps and communications necessary to create exceptional client experiences, firm efficiency, and the technology to power and automate them.
What we will cover:
- Defining your desired outcomes for your onboarding processes
- Determining what app verticals you need to implement to build a smooth onboarding process
- Customer relationship and practice management apps
- Form builder apps
- Online scheduler apps
- Choosing best-in-class technology to enhance the client experience
Summary
Onboarding, re-engagement, and dis-engagement systems are critical to your firm’s success. Start by building your processes and tech stack based on your desired outcomes, understanding that the client experience is paramount. Then, move on to choosing and implementing systems and technology to deliver an exceptional client experience and achieve your onboarding outcomes.
Join us on January 16th and 21st for one-hour deep dives on this session. Don't miss out on the opportunity to transform your client onboarding experience!
See you in April to discuss choosing and implementing cloud accounting apps.
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