Onboarding a New ClientGlobalThis template can be used in any countryStreamline client onboarding with this detailed process used by London accounting firm BOSS.6773 DownloadsGetAdd To KarbonDownload
Client OnboardingGlobalThis template can be used in any countryStreamline client onboarding with these internal tasks, client requirements, and client email templates.3511 DownloadsGetAdd To KarbonDownload
Client OffboardingGlobalThis template can be used in any countryStreamline client offboarding with this detailed process BOSS uses to part ways with their clients.1718 DownloadsGetAdd To KarbonDownload
Lead ManagementGlobalThis template can be used in any countryMaximize your conversions, acquire new clients, and grow your accounting practice with this process developed by BOSS.1349 DownloadsGetAdd To KarbonDownload
Client Experience Curve MappingGlobalThis template can be used in any countryConvert more prospects to ongoing clients by charting your firm's client prospecting process.844 DownloadsGetAdd To KarbonDownload
New Client AcquisitionGlobalThis template can be used in any countryEnsure that every step is checked off when you gain a new client; signing papers, scheduling meetings, filing data, and more.736 DownloadsGetAdd To KarbonDownload
Prospect to Sale (GoProposal Integration)GlobalThis template can be used in any countryExceed the expectations of prospects and turn them into ongoing clients with the integration between GoProposal and Karbon.565 DownloadsGetAdd To KarbonDownload
Initial Consult & Discovery (COVID-19)GlobalThis template can be used in any countryTackle COVID-19 with this client discovery call process, including a client email template and other steps.410 DownloadsGetAdd To KarbonDownload
Appy Hour Ecosystem Template PackGlobalThis template can be used in any countryUnlock a collection of tried and tested templates created by Satterley Training & Consulting.110 DownloadsGetAdd To KarbonDownload
Client OffboardingGlobalThis template can be used in any countryManage your client offboarding process with clarity with this dedicated workflow.86 DownloadsGetAdd To KarbonDownload