Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live. We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps ...
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Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live. We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps ...
Ditch the Chaos: How to Nail Client Onboarding Like a Pro
All Aussie Accounting Adventures - Tech Edition
37 minutes
6 months ago
Ditch the Chaos: How to Nail Client Onboarding Like a Pro
Client relationships start long before the first deliverable—and your onboarding process sets the tone. In this episode, Amy and Jack get real about what it takes to create a streamlined, scalable onboarding experience that builds trust from day one. They break down the core components of an effective onboarding system—think clear processes, the right tools, and a team that knows exactly what to do. From proposals and welcome emails to internal workflows and client-facing systems, this conver...
All Aussie Accounting Adventures - Tech Edition
Breaking up with a client shouldn’t feel like jumping out of a plane with no parachute, but let’s be real, sometimes it totally does. In this episode, Amy and Jack get into the gloriously messy business of saying “thanks, but no thanks” to clients who drain your team, margins, and will to live. We unpack the emotional hurdles (hi, guilt and cashflow panic), the sneaky red flags you’ve probably been ignoring (late emails, late payments, and way too many “quick questions”), and the legit steps ...
