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20230214 Automating and improving customer service with Karbon
20230214 Automating and improving customer service with Karbon
This event is closed.
WebinarThis event is closed.

How to manage your sales process in Karbon

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.

About this webinar

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, Sam will share the best practices being used by other Karbon customers.

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 Ignition to automate proposals and work creation

  • Use Client Requests to automatically collect information from new clients

By following the steps outlined in this session, 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.

Meet the speaker
  • Sam Utesch
    Sam UteschDirector of Partnerships, Karbon

    Sam is dedicated to helping business owners grow stronger and make the most of the tools at their disposal. With a background in SaaS, B2B partnerships, and customer success, he brings a strategic, collaborative approach to building high-impact ecosystems. At Karbon, he works closely with influential partners and firm leaders to champion modern solutions that future-proof the profession. Outside of work, Sam enjoys being a dad, staying active, and spending quality time with his family.