In this episode you’ll hear:the importance of separating processes in onboardingtech and tools we both use to automate onboarding as much as possiblea walk through of the onboarding process & touch points with clientsResources mentioned in this episode (some of these are affiliate links):PROGRAMS:Dubsado DecodedBreakthroughKickoff With AsanaSOFTWARE:DubsadoContent SnarePlootoAsanaGoogle Drive (Workspace)ZapierKeeperClockifySlackNotionOTHER PODCASTS WITH ALYSSA:@Hannah Martin link all the other episodes with Alyssa as a guest[if guest info paste here]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, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Bookkeeping Biz Workshops HERE>Workshops Schedule:Noon PDT EACH DAYMon 9/11 - Pre-party: What to expectTue 9/12 - WORKSHOP 1: What It Really Takes Wed 9/13 - WORKSHOP 2: All About that Tech Thu 9/14 - WORKSHOP 3: Creating a Business, not a J.O.B. Fri 9/15 - Masterclass: Selling without the Sleaze