155 | [RE-AIR] Onboarding With Dubsado with Kendra Courtney

The Ambitious Bookkeeper Podcast

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The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.

In this episode you’ll hear:

• How to capture lead information
• Information you should have on your proposals
• When the best time is to implement a system like Dubsado for onboarding

Resources mentioned in this episode:

• Dubsado (affiliate link)
• Dubsado Decoded - 20% off right now!!

Meet Kendra
Dubsado Pro, and the girl who’s always asking “can we make a system for this?”
Because I know that life and business have a bunch of ‘need to-dos,’ but also ‘don’t-want-to-dos,’ I make a system for almost everything so I have peace of mind that what needs to be done, will be done (the most efficiently too!) Like going for a run at 5pm every evening (never missing the South African sunset-y golden hour!)
As your Dubsado Pro, I’ll make a system for your business too, so all of your to-dos are streamlined.
Connect with Kendra
🌐 Website: https://kendracourtney.com/
📱 IG: @kendracourtneyco
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, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
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• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

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Chapitres

1. Introduction (00:00:00)

2. Kendra's Background and Journey (00:04:02)

3. Dubsado Specialization and Services (00:05:06)

4. The Importance of Automation (00:06:28)

5. Kendra's Photography Business and Systems (00:07:25)

6. Transition to Virtual Assistant and Dubsado Services (00:08:51)

7. Partnership with Serena and Bookkeeping Focus (00:10:23)

8. Benefits of Dubsado for Bookkeeppers (00:11:04)

9. Lead Capture and Client Onboarding (00:19:19)

10. Customizing Client Proposals (00:25:44)

11. Including Essential Information in Proposals (00:26:38)

12. Setting Up Workflows and Follow-Ups (00:28:15)

13. Tracking Leads and Client Conversion (00:29:30)

14. Importance of Early System Setup (00:35:03)

15. Working with Dubsado Templates (00:39:14)

16. Collaborating with Kendra for Dubsado Setup (00:40:32)

17. Value of Bookkeeping Support (00:43:03)

18. Conclusion and Contact Information (00:49:08)