From managing leads at the top of your funnel to onboarding new clients, learn the best practices to manage your sales process in Karbon.

Ed Chan shares his ideal team structure and how to hire the best people for each role, which can be the foundation of your growth, profits and lifestyle.

Discover how Karbon gives you complete visibility and control over what your team is working on and their progress.

Learn new ways Karbon can help you to plan more confidently, make accurate predictions, and data-backed decisions.

Learn how you can maintain control over the level of visibility that Karbon provides to your team.

Ed Chan shares the secrets behind the success of Chan & Naylor and how to implement an organizational structure that allows each partner to manage $5million in fees.

Learn the best way to organize your clients, and compile a powerful database within your workflow and collaboration hub.

Discover how you can integrate Practice Ignition and Karbon to create a seamless client onboarding process, automate key steps, and free your team to focus on the high-value activities.