ONBD’G - Onboarding Client Education - November 2024

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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
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
Security Education
Read this

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