How to manage your sales process in Karbon

This event is closed.

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.

Sam Utesch
Account Executive, Karbon

Sam enjoys meeting with firm owners and helping them build firms that are future-proof. When he’s not working, he enjoys playing soccer, hitting the gym, or finding his next real estate investment. He’s married, lives in Knoxville, TN, and has one fluffy sheepadoodle.

Sam Utesch's headshot