115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang

The Ambitious Bookkeeper Podcast

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for easier outsourcing or delegation.
In this episode you’ll hear:

• the importance of separating processes in onboarding
• tech and tools we both use to automate onboarding as much as possible
• a walk through of the onboarding process & touch points with clients

Resources mentioned in this episode (some of these are affiliate links):

PROGRAMS:

• Dubsado Decoded
• Breakthrough
• Kickoff With Asana

SOFTWARE:

• Dubsado
• Content Snare
• Plooto
• Asana
• Google Drive (Workspace)
• Zapier
• Keeper
• Clockify
• Slack
• Notion

OTHER PODCAST EPISODES WITH ALYSSA:

• Choosing the Right Marketing Strategy with Alyssa Lang
• [BONUS] How to Package + Sell Advisory Services with Alyssa + Serena
• The Honest Truth about Running a Business with Alyssa Lang
• How to Breakthrough to the Next Level with Alyssa Lang
• Scaling Your Bookkeeping Business with Alyssa Lang The Workflow Queen

About our guest

Alyssa, aka the Workflow Queen, teaches bookkeepers and accountants how to utilize tech and automation to create better workflows, systems and processes. As a result they can run their practices on autopilot, stress less and save time!

Visit her website

Follow her on IG @workflowqueen

Listen to her podcast: Conquering Workflows & Systems

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 website >

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Chapters

1. 115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang (00:00:00)

2. Introducing Alyssa (00:05:19)

3. Onboarding is Not Cleanup (00:06:55)

4. Automating the Onboarding Process (00:11:15)

5. Content Snare and Dubsado (00:15:19)

6. Overwhelm in Onboarding (00:21:44)

7. Summary of Process (00:26:50)

8. The Mega Zap (00:31:52)

9. Dubsado Decoded Program (00:34:02)