“One last idea is a surprise check in about a week or two into the onboarding process, ideally on video and ideally from the owner or a partner. Send a short loom video checking in, letting them know you've got an eye on how things are going and asking if there's anything on their mind they want to talk through.”

Ryan Lozanis · Future Firm Accounting Podcast · Winning the Client Isn't the Finish Line

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What was described

send a short Loom video check-in about a week or two into onboarding, from the owner or partner, asking if anything is on the client’s mind

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