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................................................................................................... 06  \nClient onboarding process & checklist ...................................................................................................... 07  \nReceive contract & send welcome email ................................................................................................... 08  \nGather client information ............................................................................................................................. 09  \nSet up project & apps ................................................................................................................................. 11  \nClient kickoff meeting .................................................................................................................................. 12  \nSend a welcome package .......................................................................................................................... 13  \nTransition to bookkeeping team ................................................................................................................. 14  \nStandardize & evaluate ................................................................................................................................. 15  \nAppendices .................................................................................................................................................... 16  \nAppendix A: Using Zapier to Automate Your Onboarding .......................................................................... 17  \nAppendix B: List of Requested Client Information ...................................................................................... 19  \nAppendix C: Firm \"Cheat Sheet\" Template .................................................................................................. 22  \nAcknowledgements ...................................................................................................................................... 23  \nFor quick access to the checklist, click here!  \nVIEW CHECKLIST  \n02  \nWhy is it important to standardize your client onboarding process?  \nOnboarding – the process of familiarizing a new client with your firm’s products or services – is a critical part of your client experience. It is the fundamental phase in which your firm sets expectations for how you and your client will work together to achieve their business goals. An incredible onboarding process will help you and your client “start off on the right foot” and set the standard for the rest of your client’s experiences working with you and your firm.  \nOnboarding isn’t exclusive to new clients, as you will also onboard existing clients when your firm introduces a new service, process, and/or tool. However, onboarding is one of the most important stages when bringing on a new client as it builds the foundation of your relationship.  \n","cbCaidWc0JJBvRxd","https://ap.wps.com/l/cbCaidWc0JJBvRxd","pdf",1829927,23,"English","# Why is it important to standardize your client onboarding process?\n## Before onboarding\n## Who should be involved in the onboarding process?\n## What’s the ideal onboarding time frame?\n# Client onboarding process & checklist\n## Receive contract & send welcome email\n## Gather client information\n## Set up project & apps\n## Client kickoff meeting\n## Send a welcome package\n## Transition to bookkeeping team\n## Standardize & evaluate\n# Appendices\n## Appendix A: Using Zapier to Automate Your Onboarding\n## Appendix B: List of Requested Client Information\n## Appendix C: Firm \"Cheat Sheet\" Template","[{\"question\":\"Why should firms standardize their client onboarding process?\",\"answer\":\"Standardizing onboarding helps set expectations, creates a strong foundation for the client relationship, and makes it possible to measure performance. 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