In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm.
You’ll Enjoy:
Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships.
Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction.
Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights.
Grab your headphones and tune in!🎧
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Nikole Mackenzie's Process for Onboarding New Clients and Improving Their experiences