Managing your client acquisition and sales process in Karbon

This session explores how you can manage your entire client acquisition and sales process in Karbon. From managing leads at the top of your funnel to onboarding new clients, you’ll learn the best practices being employed by other best-in-class customers.

Learn how you to:

• Translate your business development process into Karbon’s workflow

• Manage leads and prospects in Karbon

• Automate parts of your sales process by integrating with pricing and proposal software—GoProposal or Ignition

By following the steps outlined in this session, you’ll learn how to set up a simple but powerful sales process that allows your team to spend less time on admin, and more time finding and servicing your ideal clients.

Related resources:

• Download prospect to sale best practice template

• Upload the template, and choose from many others, directly to your Karbon account

• Download the metrics that matter for accounting firms