ONBD’G - Onboarding Client Education - November 2024

About this template

To work harmoniously with your clients you need them to feel confident in your processes and the technology you will all be working in. This workflow has the steps and communications as best I could lay out. Every firm and every client will have unique needs, so set this up to suit you. This is really a workflow template for you to noodle through your process. It may feel a bit messy right now because this is such a firm-centric process. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize communication and tags.

Work type: Admin

Location: United States

Client industry: Generic

This template includes

38 tasks

Education Set Up

Send e-mail: Quote

Send e-mail: We need to pick a date for your bookkeeping efficiency session (ideally with scheduler link)

Create shared App Education Folder, drop in handouts

Create Chrome Identity and add to folder - Client Chrome bookmarks, delete/add bookmarks for unique client work

Send e-mail: Training - 2.5 hour education session confirmation

Send e-mail: Training - Client best practices and checklist

Send e-mail: Training - 2.5 Session Reminder

Dext Education

Customize vendor letter with custom Dext email - share with client

	Dext Education
	Customize vendor letter with custom Dext email - share with client
	Tags
	Phone/tablet app on?
	Run through the features
	Show how to navigate
	Have them add a connection to have their documents downloading to a storage folder they control - folder structure - set expectation that folders are pre-determined and will match in their dropbox etc
	Connect fetch accounts - demo how to reconnect accounts
	Tags
	Notes - demo how to add
	How to upload - create/show and explain, demo how to add - email, drag, app
	Remind them to check before disgarding receipts & documents

	QBO Set Up
	Company
	Company name
	Logo
	Contact info
	Sales
	Customize forms
	Run through sales customization
	We BCC all AR into Dext and then archive - it downloads to their controlled folder for compliance
	Expenses
	Check with client on POs, billable items...
	Payments
	Set up QBO Merchant services
	Advanced
	Fill in necessary details
	Automation - we turn it all off - (Pre-fill forms with previously entered content, Automatically apply credits, Automatically invoice unbilled activity, Automatically apply bill payments)

	QBO Education
	General
	Turn off dashboard view (enable privacy)
	Do they want to use a tablet, phone or computer - add app if phone or tablet
	Navigation run through of top bar
	Navigation run through of left bar
	Navigation using Chrome bookmarks
	Banking
	Connect accounts
	Show how to update accounts
	Explain what will happen if they disconnect
	Show what a match means
	Stress not to touch the transactions in the feed
	AR
	Create invoice
	Create payment
	Create deposit using undeposited funds
	AP
	Create bill (although Dext will likely be doing this)
	Explain the difference between cheque and expense
	Workers (Payroll)
	This is an entire session - CUSTOMIZE FOR HOW YOU DO PAYROLL
	Reports
	Customize a few reports
	Run through viewing here
	Taxes
	Ask them to never muck about in here
	Accounting
	Stress that they should not create/change accounts
	My Accountant
	Are you going to communicate through here? Yes, run through No, tell them you won't be using this module
	Add Users
	Do a quick walkthrough of the add user features
	Advance Settings
	Ensure they know not to change anything (multicurrency and class tracking!)
	Additional Education Items
	Create recurring for DTS contributions
	Create recurring for DTS withdrawals
	Show how to use recurring transactions

	Chrome Education
	Read this
	Create Chrome Identity and add to client folder - Client Chrome bookmarks, delete/add bookmarks for unique client work