One of the biggest frustrations bookkeepers face is the sheer amount of back and forth before you can actually get started with a new client. Discovery Calls, Xero and payroll access requests, Engagement Letters, Onboarding Calls, IRD Authorities… and that’s before the real work begins!
What if you could map out your entire client journey, automate those tiny (but time-consuming) manual tasks, and always know exactly which stage each client is at and who’s waiting on what?
This webinar will walk you through understanding and building your bookkeeping business’s customer journey, and show you how it’s possible to consolidate your current tech stack using JuicyCRM, one platform that does the heavy lifting for you.
NZQBA Member Bonus:
As an NZQBA member, on signup you’ll receive onboarding, 6 monthly training sessions, and a Website & SEO Audit Report (valued at over $3000).
Book your Juicy demo here: https://partner.juicycrm.nz/nzqba
Frustrated with manually copying and pasting between tools, and deeply empathetic to her team’s complaints about learning yet another software system, Heidi went on a mission.
After trying SO many options, she discovered a platform built on a simple but powerful idea: the software should adapt to your business, not the other way around. After thoroughly vetting the founders, the developers, and the community, Heidi was sold and accidentally started a SaaS company!
Now three years in, with her husband Chris alongside her, Heidi helps business owners save thousands on their software stack every year with one client saving over $15,000 annually.
Bookkeepers are finding particular wins in finally having their entire client journey, from first enquiry to IRD authorities, in one place and being paid before engagement even begins, not waiting to start the work because the initial invoice is still to be paid… which if we’re honest, is the reason why the business owner is engaging you to begin with!
The customer journey webinar is just the beginning of what’s possible with JuicyCRM. As an NZQBA member, you’ll have access to 6 monthly training sessions for you and/or your team, giving you hands-on support to build a system that truly works the way your bookkeeping business works. And an added bonus, you can earn 20% off your base subscription when one of your referrals becomes a Juicy customer. T&Cs apply