How to manage your sales process in Karbon

Jake LymanAccount Executive, Karbon
 

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 with Jake, Karbon Account Executive.

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 video, 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.

Further resources

Download the slides.

Jake Lyman
Account Executive, Karbon

Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.