Lead Management
Created by Back Office Support Solutions
Maximize your conversions, acquire new clients, and grow your accounting practice with this process developed by BOSS.
2,516 downloads
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New Client Acquisition Template
Download your free New Client Acquisition template to personalize and use in your bookkeeping or accounting firm.
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About this template
When your practice gains a new client, there's a flurry of activity that needs to happen. Papers to sign, meetings to schedule, data to file. Parable store this process as a template in Karbon. Every time they acquire a new client, they create a new piece of work from this template to ensure everything is checked off.
To document this template, Parable used process mapping to transfer their knowledge and get it down into a format that can be replicated across the team. You can read about how they did this, and find out how it's helping them to eliminate roadblocks as they scale, in Jessica's article.
Jessica Daley started Parable, an offsite accounting firm, when her family needed to raise $10,000 for an adoption. She soon found herself managing too many clients on her own, and began to hire dedicated stay-at-home moms to join her efforts. As a 2016 Firm of the Future runner-up, you can find her enjoying the business one minute, and being present with her family the next.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Parable
Parable started because of a passion for numbers and a personal need to raise money for an adoption. The Parable team loves to make sure the bank account reconciles down to the penny. We get excited helping our clients receive meaningful reports to make solid strategic decisions.
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