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Non member £0.00 + VAT



Billie Mcloughlin

About Billie


Carl Reader

About Carl
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.

Partner Webinar

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.


Learn from an incredible panel of speakers, led by Carl Reader, the processes of onboarding a client efficiently and effectively. Including a fireside style talk about what apps and integrations are essential to allow seamless workflows throughout your practice.

The expert speakers will talk about challenges they have faced and how to overcome them by implementing strategies to increase client satisfaction whilst preventing scope creep through the engagement letter process. This session will also touch on how to deal with difficult conversations whilst remaining compliant.

Key topics

  • Learn how to ensure client engagement is high throughout the client lifecycle.
  • Discover what a 'best in class’ onboarding workflow looks like, and the various steps involved in implementation.
  • Find out how to make the most of integration when onboarding clients to make a smooth and streamline process for all involved.
  • Avoid common mistakes and pitfalls with examples from practice.
  • Practical tips for maximising the effectiveness of your engagement letters (and how these can prevent scope creep)
  • Key apps and tools for automating your onboarding workflow from engagements through to payment.
  • How streamlining your engagement and onboarding workflow can save over 57% of admin time (per client!)

Who should attend

Accountants and bookkeepers in practice