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Workflow Templates

Prospect to Sale (GoProposal Integration) Template

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

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Client ManagementUnited KingdomGoProposal

Created by Karbon

A preview of the templateProspect to sale (GoProposal Integrated Onboarding System) (United Kingdom)Lead (review enquiry)2 AutomatorsAssess the enquiry submission and decide whether to proceed to pre-discovery qualificationCompletedKCLIENT TASKSBook your Discovery Call 1 AutomatorBook your Discovery Call here - [replace link]CompletedCMarketing Qualified Lead (MQL - discovery call)2 AutomatorsConduct Discovery video callCompletedQ

About this template

This template outlines an easy-to-replicate blueprint developed by GoProposal and Karbon for giving your clients the red carpet treatment.

Built upon automated and efficient processes that utilize the integration between GoProposal and Karbon, this template will ensure you exceed the expectations of prospects and increase your chances of turning them into ongoing clients.

This process assumes that marketing activity has been created from referral, inbound or outbound marketing activities. Once the lead is received (by an Admin or BDM), a new piece of work can be created from this process template. 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
Sign In to Add to Karbon

Alternatively, you can

Download Prospect to Sale (GoProposal Integration) Template

.

Karbon Practice Management

A preview of the templateProspect to sale (GoProposal Integrated Onboarding System) (United Kingdom)Lead (review enquiry)2 AutomatorsAssess the enquiry submission and decide whether to proceed to pre-discovery qualificationCompletedBCLIENT TASKSBook your Discovery Call 1 AutomatorBook your Discovery Call here - [replace link]CompletedVMarketing Qualified Lead (MQL - discovery call)2 AutomatorsConduct Discovery video callCompletedV

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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
Built for Growth

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.