How to manage your sales process in Karbon

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Discover 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, learn the best practices being employed by other best-in-class customers.

Register to learn how you can:

  • 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 client

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.

Tim Donohoue
COO & Head of Sales, Karbon

In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.

Lachlan Macindoe
VP of Marketing, Karbon

Lachlan is responsible for our inbound marketing strategy to drive awareness and demand for Karbon which includes everything related to Karbon Magazine. He loves sharing stories, tips and advice to help accounting firms succeed.