Description: 

Winning a new client is only half the battle for accounting firms—the real test begins with managing complex sales cycles and seamlessly onboarding those clients into your practice. In today’s fast-paced, compliance-heavy environment, firms are facing longer deal cycles, increased client expectations, and onboarding processes that can make or break the relationship.

This webinar will uncover the hidden pitfalls firms face in both sales and onboarding and offer practical strategies to improve efficiency, client satisfaction, and long-term retention.

Key Challenges We’ll Explore:

  1. Lengthy Sales Cycles – Navigating multiple decision-makers and compliance reviews
  2. Misaligned Expectations – Ensuring promises made during sales translate into reality during onboarding
  3. Data Collection Chaos – Streamlining KYC, tax records, and financial history gathering
  4. Communication Breakdowns – Managing clear updates between partners, staff, and clients
  5. Retention Risk – Why the first 90 days determines whether a client becomes a long-term partner

Key Takeaways:

  • By attending, accounting firm leaders and business development professionals will learn:
  • Proven ways to shorten complex sales cycles without sacrificing diligence
  • How to create an onboarding process that reduces friction and builds trust quickly
  • Best practices for aligning sales, implementation, and client services teams
  • Tools and frameworks to increase visibility across onboarding stages
  • How to turn the onboarding experience into your best sales asset for referrals and retention
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