A Hard Truth: If Your Clients Are Confused, It’s Not Their Fault
When clients don’t send documents on time, make bookkeeping harder than it needs to be, or constantly ask the same questions⁉️
It’s not a client problem it’s an onboarding problem.
Do your clients know EXACTLY what you need from them and WHEN⁉️
Is your process clear, structured, and easy to follow⁉️
Are you setting expectations from day one, or just hoping for the best⁉️
Your onboarding system determines how smooth your client relationships will be. Are yours working FOR you or AGAINST you⁉️
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