Workshop Live Online – EOFY, Onboarding and Exiting Workshop 21st April 2021
April 21 @ 10:00 am - 12:00 pm$99
This workshop is designed to give you the basics of onboarding, exiting and end of financial year activities.
Onboarding and exiting clients can be time consuming and a drainer. Fear not! You’ll come out of this workshop equipped with processes, checklists and templates as well as do’s and don’ts to make your life easier.
End of financial year is the most hectic time for us all and its easy to feel completely overwhelmed. Understanding the critical points of EOFY will put your mind at ease. You’ll get all the checklists and templates you need so that you don’t miss a thing!
-Process of onboarding.
-Checklist ready to bring a client onboard.
-Templates, checklists and client manuals provided.
-Process of exiting.
-templates on how to break-up with a client.
-Do’s and Don’ts of breaking up with a client.
-Checklists and tools to make sure you don’t miss anything for your clients.
-Understanding the critical points of what needs to be done at EOFY.
-Checklists and templates provided.