Did COVID-19 change the client onboarding process?
To answer the question right off the bat, did COVID-19 change the client onboarding process? Yes. This comes…
Digital Onboarding for Financial Services – What’s in it for Your Clients?
In the contemporary landscape, we are well aware of the many benefits digitalisation brings to the table. We…
How Does a Great Client Onboarding Process Look Like
You’ve converted a new lead into a potential client. They finally make the buying decision and choose you…
What Are the Best Onboarding Practices for Your Business?
Do you know what converts a one-time buyer into a loyal lifetime customer? Or what connects your employees…
Why Client Onboarding Matters and How to Do It in the Best Way
While a great customer management system helps you keep existing clients, a great client onboarding process brings you…
How to Onboard New Clients When You’re a Marketing Agency
You’ve just signed on a major client in your marketing agency. I mean, they’re the client… … they…
7 Billing Tips for Young Attorneys (Guaranteed to Help You Up Your Billable Time by 25%, At Least)
Billing — the bane of every young attorney’s existence. You’ve worked your butt off to get through law…
Source Documents in Bookkeeping — Clustdoc Helps You Manage Files in Minutes, Not Hours
Using Clustdoc to manage bookkeeping source documents frees you up to do meaningful work for your clients. Instead…
5 Tips That Will Help You Increase Your School’s Enrollment Rates
Is increasing student enrollment at your school your number #1 priority? If the answer is yes, you’re in…