Intelligent Firm Summit session

Your Firm, Your Rules: How to Train Your Clients Without Losing Them

Your clients will run you, unless you train them first.

Texts to your cell, emails after hours, deliverables chased down every month. The firms that scale set boundaries at the door and route every client interaction through one place. This session shows how to train clients, new and existing, so you stop being the bottleneck and your firm can finally run without you.

Your Firm, Your Rules: How to Train Your Clients Without Losing Them, presented by Sharrin Fuller
On demand

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What you’ll learn

Inside the session

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  • How to spot the dependency trap, where every text, email, and call runs through you and quietly caps your growth
  • A crystal-clear onboarding sequence that trains new clients before bad habits ever start
  • The reset conversation for retraining existing clients, framed as growth instead of punishment
  • Why documenting every interaction in one place protects you in an industry built on liability
  • How to hold the line on scope and deadlines, from follow-up cadences to delivering on the date clients actually pay for
Sharrin Fuller
Meet the speaker

Sharrin Fuller

CEO | Glass Wallet

Sharrin Fuller is a serial entrepreneur, business strategist, and author who has built and sold two full-service accounting firms for seven-figure exits, with no outside funding, while running her companies three days a week.

Sharrin’s work centers on one thing: fixing broken businesses and getting owners out of the Dependency Trap. Through Glass Wallet Ventures, she provides strategic advisory to firm owners and service-based business leaders who are stuck, overwhelmed, or scaling in ways that are not sustainable. She is also the founder of the Clone and Conquer Hub, a membership community where firm owners learn to build the systems, processes, and remote teams that let them step back without things falling apart.

Customers

Don’t just take our word for it.

Client Hub was the missing piece to bring all client interaction in one location. It is a real game changer for our firm!
ERErick RiveraBalCo Business Solutions
Client Hub is SO easy to set up and tailor to your business. I highly recommend spending the time to set up your business how you want it, and having your clients download the app first meeting. This thing not only made my life easier, it shows my clients that we are a tech company and that we truly stay on top of our game.
JFJoel FelixLogic Accounting Solutions, Inc
Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!
JBJackie BeaulieuThink Beyond the Desktop

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