You immediately think of how great it will be for both of you, but as the prospect asks questions about setting it up, do you start to cringe at the thought of doing the demo, proposal and onboarding? Which is the best way to onboard a new client?įinally, the best firms at onboarding have a clear, defined onboarding checklist to follow. Now, imagine a prospective client contacts you asking questions about moving to QuickBooks Online.
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