Breaking client barriers for seamless onboarding
Moving clients over to Xero helps them run their business more efficiently and has huge benefits for your practice too.
We know that onboarding takes time and effort, but the rewards are worth it. That’s why we want to help you feel more confident in promoting and demonstrating the benefits of Xero, using online training and resources to show you how to overcome client objections — and create a seamless onboarding process.
This page contains:
- advice for addressing client barriers
- details of training courses and webinars
- a resource pack to download
- a client gift offer
Award-winning advice to address client barriers
Our 2021 UK Xero Award winners are all real advocates of Xero, who have conversations with clients every day about why it is the best accounting solution for them. We asked them how they deal with common client frustrations and show how Xero can be the answer. Hear their advice in these six short videos.
Make sure you also download the resource pack which includes our Xero solution matrix — your own handy cheat sheet of how to tackle client objectives.
Dealing with client frustrations
Client frustration: Lacking visibility on cash flow
Kieran Pheland, Cloud 360
Client frustration: Switching to new software is difficult and confusing
Stuart Hurst, Acc
Client frustration: Losing important documents and keeping documents secure
Max Whiteley, UHY Hacker Young (Manchester)
Client frustration: Unable to share or access information easily
Adam Pritchard, Linford Grey
Client frustration: Managing finances is time consuming
Hannah Boccaccio, Lalor O’Shea McQuillan
Client frustration: Insufficient data to make decisions
Jahan Aslam, Fusion Accountants
Training
Showcase Xero to your clients
Learn from the best and see how our Xero Education experts deliver a kick-ass demo of Xero. They’ll show you how to present Xero to your clients, what key features to demonstrate and what benefits to call out to ensure your clients have no objections.
Watch Becca talk about showcasing Xero to your clients
Train and support your clients
See how to provide training and support to your clients when they move to Xero. Develop a handover and training plan, review how clients do bank reconciliation and educate thems on the tools for monitoring cash flow.
Client onboarding webinars
Learn to identify your clients software needs and bring them on your Xero journey.
Register for the live webinars
“When onboarding new clients, listen to see what their expectations are. Acknowledge that there will be change but reassure them that with Xero and your expertise, the accounting side of their business will run more efficiently and effectively.”
When onboarding new clients, listen to see what their expectations are. Acknowledge that there will be change but reassure them that with Xero and your expertise, the accounting side of their business will run more efficiently and effectively.
Hannah Boccaccio, Lalor O’Shee McQuillan, Xero Awards Winner 2021
Resources
Resources for showing Xero to your clients
We’ve put together a collection of co-branded resources that can be personalised with your own logo and language to help you talk and promote Xero to your clients. Here’s what’s included:
- Co-branded master presentation
- Co-branded client flyer
- Co-branded Xero demo
- How-to guide on introducing and moving your clients to Xero
- Xero solution matrix
- Tips for hosting a winning virtual event
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.