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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.
What You'll Learn:
- 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
Meet the Speaker
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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.
She is the creator of The Clone and Conquer Method™, From Start-Up 2 Seven Figures™, and The Remote Team Roadmap™, frameworks built from nearly two decades of real-world operating experience since 2006. A three-time Intuit ProAdvisor Top 100 and Top Educator ProAdvisor in 2025, Sharrin serves on the Executive Board of Directors for the Accounting and Financial Women's Alliance as Treasurer and chairs the Women Who Count Conference, an event she has helped reshape to better reflect the future of the profession.
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!"
"Client Hub is SO easy to set up and tailor is 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."
"Everything is in one place, saving time and frustration. Client Hub is an idea whose time has come!"