Discover KarbonLogin
Karbon
Discover KarbonMagazineServicesCookie Settings
Cash Flow Advisory in Float: Presales icon

Cash Flow Advisory in Float: Presales

108 Downloads

Download your free Cash Flow Advisory in Float: Presales template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Cash Flow Advisory in Float: Presales' templateCash Flow Advisory in Float: PresalesSetup3 AutomatorsClarify why you want to offer cash flow advisory servicesCompletedDetermine the ideal client profile for your cash flow advisory servicesCompletedDiscover the ideal client’s goals, challenges and how you can helpCompletedBuild & Meet5 AutomatorsBuild your proposal, confirm a meeting date and present to a clientCompletedFollow-up

Before you're able to deliver cash flow advisory services, your client will need to understand the value and sign-off on those services.

This workflow is designed to do exactly that. It will guide you through effectively selecting the right clients for your cash flow advisory services and how to clearly demonstrate the value of those services.

The start date is today, the due date is 14 days later and the work assignee is the Partner.

To offer complete cash flow forecasting and scenario planning, check out Float.

View More

Download the Template

Download your Cash Flow Advisory in Float: Presales template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Related Templates

Cash Flow Advisory in Float: Initial Set Up icon

Cash Flow Advisory in Float: Initial Set Up

Global
This template can be used in any country
Kick-start your advisory services with new clients in Float with this standardized workflow.
127 Downloads
Get
Cash Flow Advisory in Float: Ongoing Advisory icon

Cash Flow Advisory in Float: Ongoing Advisory

Global
This template can be used in any country
Maximize your ongoing cash flow advisory services with this tried and tested workflow using Float.
115 Downloads
Get
Cash Flow Advisory icon

Cash Flow Advisory

Global
This template can be used in any country
Kick-start and then maintain your advisory services with your clients using this dedicated workflow.
820 Downloads
Get