Prospect to sale best practice

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 spawned from referral, inbound or outbound marketing activities. Once the lead is received (by Admin or BDM), a new piece of work from this process template is created.

You can learn more about this process in the 7 systems that help accountants deliver maximum value on autopilot.