Want the best client onboarding? Watch this video

Описание: Want the best client onboarding? Watch this video

The onboarding process used in our £1.5 M accounting firm

You’re about to see exactly how we decide whether to take on a new client, and why saying yes to every enquiry is one of the fastest ways to damage profit, overwhelm your team and burn yourself out as a business owner.

In this behind-the-scenes video, I walk you through our real client onboarding process inside the firm. From enquiry data and KPIs, to pricing confidence, capacity planning and red-flag analysis, this is the system that protects our margins, our team and our long-term goals.

Why growth without structure is risky for accounting firms
How we assess alignment, capacity and pricing before saying yes
The onboarding checklist that replaces gut feel with clarity
How to identify red flags before they become disengagements
Using AI to analyse complaints, feedback and failed onboarding decisions
Why confident pricing is actually kinder to your clients and your team

If you’re a practice owner, accountant or service-based business founder who wants to build a values-led, profitable business (without chaos) this episode will challenge how you think about onboarding forever.

Timestamps
00:00 Why not every client should be a yes
00:25 Growth versus protecting profit and capacity
00:48 How we track enquiries and business development KPIs
01:30 Understanding new client enquiries properly
02:10 The three questions we ask before onboarding
02:38 Pricing confidence and protecting margins
03:25 Replacing gut feel with onboarding checklists
04:04 Assessing profitability, team impact and long-term goals
05:10 When clients look great on paper but stretch capacity
05:51 Recosting work to protect profit
07:21 Why onboarding improved when I stepped back
08:15 Using disengagements and complaints to spot red flags
10:42 Using AI to improve sales calls and onboarding scripts
12:55 Protecting profit before you say yes again

Affiliate links/own brand
WANT TO PROTECT PROFIT BEFORE YOU SAY YES?
//checkout The Profitability Playbook - http://rachel-harris-s-school3.teacha...

WANT OUR EXACT CLIENT ONBOARDING CHECKLIST?
//checkout the client onboarding playbook - http://rachel-harris-s-school3.teacha...

WANT WEEKLY BEHIND-THE-SCENES PRACTICE INSIGHT?
//Try the Practice Owners Podcast free for 7 days - https://practiceownerspod.substack.co...

//WANT PROCESSES THAT ACTUALLY GET USED?
checkout our working papers and email templates: https://accountant-she.my.canva.site/...

//WANT TO BUILD A MORE PROFITABLE, CONFIDENT ACCOUNTING FIRM?
checkout Mastering Limited Company Accounts course: https://rachel-harris-s-school3.teach...

//LOVE THIS TOPIC?
Try the Practice Owners Podcast free for 7 days https://practiceownerspod.substack.co...

// WANT TO BECOME A CLIENT?!
Book a meeting - https://strivex.co.uk/become-a-client...
Accountancy practice - https://strivex.co.uk/

// WANT TO BECOME A MEMBER OF STAFF?!
Apply here: https://strivex.co.uk/RYT

// COME AND SAY HI!!
Instagram -   / accountant_she  
TikTok -   / accountant_she  
Accountancy practice - https://strivex.co.uk/

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TAGS: accounting firm onboarding, choosing clients, accounting practice management, client onboarding process, pricing confidence for accountants, profitability for accountants, limited company clients, service based business systems, behind the scenes accounting firm, practice owner mindset, accounting leadership, business development for accountants, entrepreneur vlog, values led business, saying no to clients, Our £1.5 M accounting firm onboarding process