Seamlessly onboard and wow your new clients

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The onboarding of new clients is becoming increasingly difficult with multiple steps and entities involved. 12 months ago Kinder Pocock realised they needed to wow their new clients, so automated and completely redesigned their new client onboarding process. As a result they:

  • saved 4 hours when onboarding each new client
  • more than doubled their client referrals to 4-6 a month (without any other marketing activities) 

Find out in our new client onboarding guide:

  • The exact process and steps involved in Kinder Pocock’s automated new client onboarding process
  • How to avoid the 4 common and costly mistakes most accountancy practices make when onboarding new clients
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