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Workflow Templates

Prospect to Sale Template

Download your free Prospect to Sale Best Practice template to personalize and use in your bookkeeping or accounting firm.

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Operations

Created by Karbon

A preview of the templateProspect to SaleMarketing qualified lead (MQL)3 AutomatorsReview and qualify lead for size, fit and prioritizationCompletedCUpdate sales opportunity, prioritize and take actionCompletedYCLIENT TASKSDiscovery meeting 1 AutomatorSchedule your discovery meeting by booking a time that's best for you — https://calendly.com/yournameCompletedLAnswer a few questions so we can best serve youCompletedVSales qualified lead (SQL - prep)

About this template

This template outlines an easy-to-replicate process to turn a prospect into a sale. Exceed the expectations of prospects and increase your chances of turning them into ongoing, high-value clients.

This process assumes that marketing activity has been created from referral, inbound or outbound marketing activities. You can learn more about this process in the 7 systems that help accountants deliver maximum value on autopilot.

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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
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Alternatively, you can

Download Prospect to Sale Template

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Karbon Practice Management

A preview of the templateProspect to SaleMarketing qualified lead (MQL)3 AutomatorsReview and qualify lead for size, fit and prioritizationCompletedLUpdate sales opportunity, prioritize and take actionCompletedQCLIENT TASKSDiscovery meeting 1 AutomatorSchedule your discovery meeting by booking a time that's best for you — https://calendly.com/yournameCompletedGAnswer a few questions so we can best serve youCompletedWSales qualified lead (SQL - prep)

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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 Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
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Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

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A work template dashboard in Karbon displaying a client onboarding checklist.