In this video, Scott shows 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, Scott will share the best practices being used by other best-in-class customers.
Learn how you can:
Automate your sales process from lead collection to service delivery
Document your sales process in a Karbon template
Logically organize leads, prospects and clients
Integrate Karbon with GoProposal or Practice Ignition to automate proposals and work creation
Use Client Tasks to automatically collect information from new clients
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.
Senior Account Executive, Karbon
Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.