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Prospect to sale (GoProposal integration)

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This template outlines an easy-to-replicate blueprint developed by GoProposal and Karbon for giving your clients the red carpet treatment. Built upon automated and efficient processes that utilize the integration between GoProposal and Karbon, this template will ensure you exceed the expectations of prospects and increase your chances of turning them into ongoing clients.

This process assumes that marketing activity has been spawned from referral, inbound or outbound marketing activities. Once the lead is received (by Admin or BDM), a new piece of work from this process template is created.

You can learn more about this process in the 7 systems that help accountants deliver maximum value on autopilot.

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