Kendra Courtney's guest appearances

Kendra Courtney

Don't Be Stuck | helping women happen to life.

Nick Walker's Verbal Intercourse

The Ambitious Bookkeeper Podcast

James Wedmore

Kendra Hennessy

Beth McCord

Jeremy Courtney

Autumn Witt Boyd

Dusty Hegge

Jay Townsend

Andrew Campbell

Lauren Caselli

Kate Johnson

Katie Ferro

Michael King

David Fletcher

Liz Wilcox

Melissa Whaley

OwlTail

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using Dubsado.In this episode you’ll hear:How to capture lead informationInformation you should have on your proposalsWhen the best time is to implement a system like Dubsado for onboardingYou can connect with Kendra on Instagram or her websiteWhen you join The Bookkeeping Business Accelerator, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!If you want to DIY your Dubsado setup, enroll in Onboarding On Autopilot HERE&gt;&gt;Get 20% off your first month or year of Dubsado HERE (affiliate link) &gt;&gt;Listeners can join Kendra’s free course: https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflowsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me and Kendra, @ambitiousbookkeeper &amp; @kedracourtneycoFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing ToolsPodcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)Join the 5 Day Free Workflows Made Simple Challenge here&gt;&gt; Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing <a href="http://dubsado.com/?c=shoupcpa" rel="nofollow" target="_blank">Dubsado</a> expert, Kendra Courtney, who has helped me and countless other bookkeepers and accountants with setting up their Onboarding workflows using <a href="http://dubsado.com/?c=shoupcpa" rel="nofollow" target="_blank">Dubsado</a>.In this episode you’ll hear:<ul><li>How to capture lead information</li><li>Information you should have on your proposals</li><li>When the best time is to implement a system like Dubsado for onboarding</li></ul>You can connect with Kendra on <a href="https://www.instagram.com/kendracourtneyco" rel="nofollow" target="_blank">Instagram</a> or her <a href="https://www.kendracourtney.com" rel="nofollow" target="_blank">website</a>When you join <a href="https://www.ambitiousbookkeeper.com/bba" rel="nofollow" target="_blank">The Bookkeeping Business Accelerator</a>, you have the option of upgrading to Elite to receive a full Dubsado Setup (with Kendra) and Website (with Tia) plus a strategy call with me and two mindset coaching calls with Meriah!If you want to DIY your <a href="http://dubsado.com/?c=shoupcpa" rel="nofollow" target="_blank">Dubsado</a> setup, <a href="https://www.ambitiousbookkeeper.com/offers/z6pr2goR/checkout" rel="nofollow" target="_blank">enroll in Onboarding On Autopilot HERE&gt;&gt;</a><a href="http://dubsado.com/?c=shoupcpa" rel="nofollow" target="_blank">Get 20% off your first month or year of Dubsado HERE (affiliate link) &gt;&gt;</a>Listeners can join Kendra’s free course: <a href="https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflows" rel="nofollow" target="_blank">https://kendracourtney.thrivecart.com/tackle-your-dubsado-workflows</a>Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me and Kendra, @<a href="https://www.instagram.com/ambitiousbookkeeper/" rel="nofollow" target="_blank">ambitiousbookkeeper</a> &amp; @kedracourtneycoFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: <a href="https://www.ambitiousbookkeeper.com/" rel="nofollow" target="_blank">ambitiousbookkeeper.com</a>Follow the Blog: <a href="https://www.ambitiousbookkeeper.com/blog/" rel="nofollow" target="_blank">ambitiousbookkeeper.com/blog</a>Connect on Instagram: <a href="https://www.instagram.com/ambitiousbookkeeper/" rel="nofollow" target="_blank">instagram.com/ambitiousbookkeeper</a>Connect on LinkedIn: <a href="https://www.linkedin.com/in/SerenaShoup/" rel="nofollow" target="_blank">Linkedin.com/in/SerenaShoup</a>Connect of Facebook: <a href="https://www.facebook.com/serenashoupcpa" rel="nofollow" target="_blank">Facebook.com/serenashoupcpa</a>Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: <a href="https://www.ambitiousbookkeeper.com/podcast" rel="nofollow" target="_blank">https://www.ambitiousbookkeeper.com/podcast</a> and leave your review.Podcast Publishing Tools<ul><li>Podcast Editing: Ian Gilliam: <a href="http://iangilliam.com/" rel="nofollow" target="_blank">iangilliam.com</a></li><li><a href="http://descript.com?lmref=RdGGFA" rel="nofollow" target="_blank">Descript</a> (affiliate link)</li><li><a href="https://www.buzzsprout.com/?referrer_id=1753696" rel="nofollow" target="_blank">Buzzsprout</a> (affiliate link)</li></ul><a href="https://www.ambitiousbookkeeper.com/workflows" rel="nofollow" target="_blank">Join the 5 Day Free Workflows Made Simple Challenge here&gt;&gt; </a> Ready to Elevate your leadership skills? Check out <a href="https://www.ambitiousbookkeeper.com/leadershipcoaching" rel="nofollow" target="_blank">ambitiousbookkeeper.com/leadershipcoaching</a>

Creating a Seamless Onboarding Experience with Kendra Courtney

Episode 6: Covid Vaccine 101 (Ft Jeremy & Kendra Courtney)

Kendra is a Workflow and Dubsado Pro, who works with service-based entrepreneurs in need of project and client management services and set up.Learn more about Kendra here: https://www.kendracourtney.comTry the Forge free for 1-month here.--- This episode is sponsored by · Anchor: The easiest way to make a podcast.  https://anchor.fm/appSupport this podcast: https://anchor.fm/dontbestuck/support

Kendra is a Workflow and Dubsado Pro, who works with service-based entrepreneurs in need of project and client management services and set up. Learn more about Kendra here: <a href="https://www.kendracourtney.com" rel="nofollow" target="_blank">https://www.kendracourtney.com</a> Try the Forge free for 1-month here. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. <a href="https://anchor.fm/app" rel="nofollow" target="_blank">https://anchor.fm/app</a> Support this podcast: <a href="https://anchor.fm/dontbestuck/support" rel="payment nofollow" target="_blank">https://anchor.fm/dontbestuck/support</a>

35 | Managing your Clients Using Dubsado with Kendra Courtney