Looking for something? Search for: How to create a tax preparation client intake form (free template included)July 14, 2022 Get to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form.How to write an accounting engagement letter (template included)February 4, 2022 An engagement letter is a formal agreement between you and your clients. Find out what you should include in yours to prevent a headache in the future.How to create an audit PBC request listJanuary 21, 2022 A Provided by Client (or PBC) list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year.Month-End close checklist for bookkeepersDecember 16, 2021 A month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm.Business coaching intake form: 22 must-ask questionsDecember 13, 2021 Learn how to create the perfect business coaching intake form for new clients.Win clients with this flawless consulting questionnaireDecember 9, 2021 Get a list of 23 questions to ask in your next consulting questionnaire.Pre-coaching questionnaire: 20 questions to ask your clientsDecember 2, 2021 Learn how to create the ideal pre-coaching questionnaire for new prospects.How to create the perfect law firm client intake form (+free template)November 29, 2021 Looking to streamline your client onboarding process? In this article, we’ll show you how you can do that using a law firm client intake form.A guide to creating the perfect life coaching intake formNovember 25, 2021 Get a list of 22 questions to include in your next life coaching intake form.How to create file upload forms for your clients (a step-by-step guide)July 22, 2021 This guide will show you how to create a file upload form using Google Forms and Typeform.Real estate questionnaire for sellers: 25 questions to askJuly 12, 2021 Get a list of 25 questions to ask in your real estate questionnaire for sellers.Use this KYC checklist (Know Your Customer) to keep your company safeJuly 8, 2021 Delve into and discover the ideal questions to include in your next KYC checklist.Real estate questionnaire for buyers: 33 questions to askJuly 5, 2021 Learn how to create a real estate questionnaire perfectly suited to buyers.Graphic design questionnaire: 30 questions to askJune 23, 2021 Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.Client interview questions: Best tips and examplesJune 4, 2021 Get a list of the vital questions to ask in your next client interview for better-suited, stronger partnerships.How to create a merchant onboarding form for a smoother processJune 4, 2021 Get an outline of which questions to include in a merchant onboarding form so you can speed up the process and boost productivity.Event planning questionnaire: 30 questions to askMay 13, 2021 Get a list of 30 questions to ask clients in an event planning questionnaire so you can pull off a successful event.Recruitment questionnaire: 30 questions to askMay 4, 2021 Get a list of 30 telling questions to ask candidates in your recruitment questionnaire or use our template.Requirements gathering: 6 steps to avoid project failureMarch 18, 2021 70% of projects fail due to poor requirements gathering. Use this 6-step requirements gathering process to see better success with your agency projects.Interior design questionnaire: 30 insightful questions to askMarch 16, 2021 Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project.4 ways to create a WordPress client portal for your agencyFebruary 15, 2021 Learn 4 different ways to create a client portal for your agency using WordPress features, plugins, and other client collaboration tools.Create a website design questionnaire (includes template)January 25, 2021 Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new websiteClient onboarding questionnaire: 20 questions to askJanuary 15, 2021 Get a list of 20 great questions to ask new clients in your marketing agency client onboarding questionnaire.SEO questionnaire: 10 must-ask questionsJanuary 14, 2021 Discover what questions to ask clients in an SEO questionnaire to make sure you nail your SEO strategy.How to create a social media questionnaire to onboard clientsJanuary 11, 2021 Learn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire.How to use OneDrive file requestsDecember 17, 2020 Learn how to use OneDrive file requests to receive files, limitations of the shared drive, and a OneDrive alternative worth exploring.A step-by-step guide to Dropbox file requestsDecember 15, 2020 Learn how to use Dropbox file requests to receive files, limitations of the shared drive, and a Dropbox alternative you might want to explore.How to use Google Drive for file requestsDecember 9, 2020 Learn how to make file requests using Google Drive shared folders and some limitations of receiving files with Google Drive.4 ways to request files from your clientsDecember 3, 2020 Explore 4 different ways to request files from your clients, including considerations for using each tool to collect or receive files.7 great examples of a new customer onboarding for your inspirationJuly 8, 2020 Browse through these 7 great customer onboarding examples and get ideas that may improve your own onboarding process. « Previous 1 2 3 4 Next »
