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Unlock Firm Growth Through Client Onboarding

Increase firm revenue, retention, & referrals by setting up a better onboarding system.

Trying to grow your firm without a tangible onboarding process is like trying to wash your car during a thunderstorm – it’s simply not productive.

One of the most reliable ways to supercharge growth in your firm is to make sure that clients that join your firm stick around. When most firms think about "onboarding", they focus on getting the client setup in their software and gathering whatever data they need to start working.

This traditional approach is a big miss - and most importantly, it won't help you reach your growth goals any faster.

Here's what will happen when you start using an aligned onboarding process for your firm:

  • Increased pull-through rate from "potential" clients to "paying" clients
  • Higher revenue per transactopm through increased client satisfaction
  • Higher referral rate from every client that works with you
  • Decrease in unnecessary stress from integrating new clients with your firm

If you want a successful and growing firm, you have to invest in client onboarding and you have to invest in it the *right* way.

Not all on-boarding processes will give you the results you want. But with the right on-boarding process, you grow faster than you ever imagined.


By taking this course you will learn:

  • Why meaningful onboarding is key to increasing revenue, client retention, & referrals
  • How to understand the difference between “Traditional” & “Aligned” onboarding
  • What specific components are critical if you want your onboarding process to be successful
  • Step-by-step instructions for putting together your custom onboarding process that will unlock your firm’s full growth potential
  • How to integrate your new on-boarding process with everything else you’re doing so you can maximize your results

Every firm in the world does a “version” onboarding clients whether they mean to or not, but very few use onboarding as the powerful growth tool it’s meant to be.

Don’t keep wasting the incredible opportunity you have with every new and potential client you meet with. Learn the simple and proven methods for accessing the potential growth in your firm that’s already there but you haven’t been utilizing.


Course Syllabus | This mind-opening course will show you exactly why onboarding is totally thought about in the wrong way by most firms and how you can take advantage of a growth tool that’s already built in to your firm. Included in this course are 10, downloadable cheat-sheets, check-lists, and templates you can use to implement everything you learn right away.

Section 1 – A Whole New Way to Think About Onboarding

Lesson 1 | Why on-boarding has the power to change your business

Lesson 2 | All on-boarding is not created equal

Section 2 – Creating & Implementing a Custom Onboarding System In Your Firm

Lesson 3 | Using Clarity to Design Your Onboarding Process

Lesson 4 | It’s Raining Value

Lesson 5 | Using Proof to Turn Client Expectations into Reality

Lesson 6 | Integrating Your Client into Your Ecosystem


Who Should Take This Course

1. Any firm that needs a simple way to drastically increase their client retention

2. Firms that want to significantly increase the amount & frequency of client referrals

3. Firms that want to increase their revenue without having to offer any new services

4. Any sized firm that operates in a competitive market and wants a simple way to dramatically out-perform the competition & win clients

Don't continue to struggling to grow your firm when you can learn the exact principals needed to unlock your full growth potential. Sign up for this course today and see how much more value is waiting to be had just from implementing a custom onboarding system in your practice.


Your Instructor


William Hamilton
William Hamilton

William is the co-founder of TaxPro University & SmartCenter. He has spent the last 8 years advising tax & accounting firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology and waffles.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!