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What are the first step(s) in the client onboarding workflow? Training and Mentoring Customize the QuickBooks...

What are the first step(s) in the client onboarding workflow?

  • Training and Mentoring
  • Customize the QuickBooks Online company
  • Recommend the best QuickBooks Online solution
  • Meet with client and gather information
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Answer #1

First and the most important step during client onboarding workflow would be to meet the client and gather the information.

As it is important to welcome the client within the company and make them aware of the company and also to make them comfortable and build a healthy relationship with them. As well as to know their expectation from the company and to build engagement policies with them. The meeting is also scheduled to know the needs and wants of the client and the salary that is expected.

Later on training session ,customization of the quickbook online company as well as recommendation of the best solutions is done.

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