Onboarding a new client is a critical first step in their experience with your practice, and unfortunately, many firms don’t take the time to plan out this fundamental phase. In this course, we will discuss how you can set proper expectations for your new clients and get your relationship started off on the right foot. Whether you are looking to revamp your current onboarding process or you don’t yet have one in place, this course is for you.

Speaker: Erika Segal
Erika is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.