How to Streamline Client Onboarding Using Automation with Brooke Swan

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

Alyssa Lang interviews Brooke Swan, Owner of Clarity Bookkeeping & Consulting and The Aligned Self, on client onboarding systems. Alyssa and Brooke chat about the challenges of streamlining onboarding, utilizing tools like Content Snare for efficiency, and reimagining workflows to transform both team dynamics and client experiences!

In this episode you’ll hear:

• What distinguishes your onboarding from your cleanup processes
• How to visually map out processes for better clarity and workflow
• Why separating onboarding and cleanup enhances operational efficiency
• How tools like Asana and Content Snare streamline the onboarding experience

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program.

Connect with Brooke Swan:

Check our her website: https://www.claritybkpg.com/ ****

Follow her on Instagram: @brookeashleyy_

Resources mentioned in this episode:

💻 Effortless Client Requests for Bookkeepers & Accountants

💻 Kickoff with Asana for Bookkeepers & Accountants

⚙️ Content Snare

📋 Large sticky notes for planning & processing mapping

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueen

For more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: workflowqueen.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Kapitler

1. Introduction and Episode Overview (00:00:00)

2. Meet Brooke Swan (00:02:01)

3. The Onboarding Headache (00:02:45)

4. Splitting Onboarding and Cleanup (00:06:26)

5. Improving Onboarding Systems (00:13:33)

6. Automating Onboarding with Content Snare (00:19:01)

7. Fun and Loose Conversations (00:21:45)

8. Onboarding Process Evolution (00:22:08)

9. Speeding Up Onboarding (00:23:01)

10. Effective Client Communication (00:24:09)

11. Conditional Questions in Onboarding (00:25:39)

12. Improving Client Experience (00:28:30)

13. Mapping Out Processes (00:33:31)

14. Effortless Client Requests Program (00:37:23)

15. Conclusion and Upcoming Topics (00:39:31)