Mastering the Client Lifecycle

Are you making the most of your firm’s end-to-end client lifecycle? For too many practices, disjointed systems and manual processes are slowing growth, frustrating staff, and creating a fragmented client experience.

In this exclusive App of the Month webinar with Karbon, we’ll explore how forward-thinking firms are managing the end-to-end client lifecycle, using practice intelligence to unlock efficiency and deliver exceptional client experience.

✨ Key Takeaways:
✅ Navigating typical challenges to effective client lifecycle management
✅ Why a joined-up end-to-end client lifecycle is the secret to scaling smarter
✅ How practice intelligence gives leaders the data to make confident decisions
✅ Practical steps you can take now to boost client experience and profitability

Whether you're an accountant, bookkeeper, or practice manager, this session is packed with actionable strategies to help you scale smarter and serve your clients better.

Don’t miss this chance to challenge your thinking and discover strategies to build a more efficient, client-focused firm - register now and secure your spot!

Speakers:

• Rowan Van Tromp, Customer Success Manager, Karbon

• Daniel Abraham, Sales Manager EMEA, Karbon

• Will Farnell, Co-founder of App Advisory Plus & Founder & Director at TC Farnell Clarke