{"id":106303,"date":"2023-01-10t11:58:52","date_gmt":"2023-01-10t16:58:52","guid":{"rendered":"\/\/www.g005e.com\/?p=106303"},"modified":"2023-02-24t10:01:15","modified_gmt":"2023-02-24t15:01:15","slug":"tips-for-getting-clients-started-on-bos","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/01\/10\/tips-for-getting-clients-started-on-bos\/","title":{"rendered":"tips for getting clients started on bos"},"content":{"rendered":"
<\/a>bonus: two case studies. by penny breslin<\/i> i love the question i get when i set up someone on back office support systems. \u201cwhat do i need to have to get this started?\u201d<\/p>\n more: <\/b>top tech tools for building your new bos business<\/a> | going viral: today\u2019s top marketing strategies<\/a> | top ten types of clients (and 24 more reader suggestions)<\/a> | which kind of team do you have?<\/a> | meet the new bos<\/a> i tell them i need to know your name, address, phone number, ein\/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can\u2019t sell, so i let the technology do the selling for me.
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