The way you’re onboarding clients right now could be killing your growth.
Too many accountancy firms are still juggling email chains, printouts and manual ID checks. The result? Wasted time, clogged calendars and prospects who leave unimpressed before you’ve even started work.
Meanwhile, your competitors are handling the chaos behind the scenes efficiently, filtering out low quality leads and winning high quality clients faster and with less hassle.
So, what’s their secret?
They have ditched manual client onboarding and embraced smarter tools like FigsFlow. Here’s how you can do the same.
Define Your Ideal Client Before Your First Call
Let’s be honest: not every client is the right client.
Trying to serve everyone wastes your time and makes it harder to deliver value. In the long run, it’s not just bad for you but also for your clients. If you cannot bring value to their business, the relationship won’t last long.
That’s why it’s important to have a system to identify and attract your ideal client before any engagement letter, proposal or pricing discussion. So, be clear and selective about your niche and customers.
Your ideal client could be anyone- a UK-based SME, a non-resident landlord, a Rent-to-Rent operator or some HMO landlord in London.
Once you get the clear idea about your ideal client, filter them in. For this, you can use a simple discovery form to understand the client’s business structure, industry and service needs. You can put the links to these forms on your website, social handles and referral platforms. This simple approach is enough to filter out poor-fit leads and invite in the ones that you can help.
Run AML Checks Without Leaving the Platform
Okay. Discovery call’s done, the client’s keen to move forward. Now comes the buzzkill: AML checks.
But let’s be real. AML and ID verification often grind momentum to a halt. You end up chasing documents, switching between tools, and sending awkward reminders. Not exactly a seamless experience.
FigsFlow changes that. It is rolling out new AML and ID verification modules that will let you request documents, verify documents and automate reminders and follow-ups without leaving the platform.
This means, you can handle regulatory obligations with ease. It’s a final filter that guarantees frictionless experience for your clients and ensures that your ideal clients are also the compliant clients.
Send Proposals & Engagement Letters in Seconds
Once a client is qualified and AML checks are complete, it’s time to onboard and this is where the clock really starts ticking.
The longer your response time, the lower your chances of landing that client. You have already made a good impression and it’s time to capitalise on momentum. So, you must send your proposal and engagement letter within minutes – five minutes at most.
But how do you move that fast? That’s where FigsFlow comes in.
FigsFlow helps you send customised proposals and engagement letters in just a few clicks. It also offers:
- 100+ built-in LOE templates covering core and trending services like MTD for ITSA, ACSP and Director ID Verification
- Engagement Letter that are compliant with regulatory requirements across the UK and the globe
- Advanced service pricing calculator
- Built-in e-signature, invoicing and onboarding tools
And most importantly, FigsFlow ensures every proposal you send becomes the proof that your firm is efficient, prepared and built on system. The use of FigsFlow doesn’t just save time- it sends the message that the client is in capable hands.
Automate Follow-Ups So Nothing Gets Missed
Onboarding clients is not a one-off thing; it’s a process that requires consistent follow-up and timely reminders. And without a proper system, clients delay, forget or leave.
FigsFlow gives you this exact follow-up system you need.
With it, you can:
- Set automated email nudges
- Schedule reminders for pending signatures
- Track progress
Nothing slips through the cracks. Every step moves forward, automatically.
Conclusion: Make a Killer First Impression with FigsFlow's Client Onboarding
First impressions matter and your onboarding process is often the first real experience a client has with your firm. If it’s slow, clunky or disorganised, that’s what your client will think of everything else you do.
So, make your first impression count with FigsFlow.
With FigsFlow, you can create a seamless onboarding experience, send out proposals and engagement letters in seconds and automate the follow-up process. No more bottlenecks and manual back-and-forth. Just a smart workflow that help you bring in the right clients faster and with less admin.
Get started with FigsFlow and let your onboarding speak for itself.
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