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Onboarding a New Client icon

Onboarding a New Client icon

Onboarding a New Client

Streamline client onboarding with this detailed process used by London accounting firm BOSS.

Client Onboarding icon

Client Onboarding icon

Client Onboarding

Streamline client onboarding with these internal tasks, client requirements, and client email templates.

Client Offboarding icon

Client Offboarding icon

Client Offboarding

Streamline client offboarding with this detailed process BOSS uses to part ways with their clients.

Lead Management icon

Lead Management icon

Lead Management

Maximize your conversions, acquire new clients, and grow your accounting practice with this process developed by BOSS.

Client Experience Curve Mapping icon

Client Experience Curve Mapping icon

Client Experience Curve Mapping

Convert more prospects to ongoing clients by charting your firm's client prospecting process.

New Client Acquisition icon

New Client Acquisition icon

New Client Acquisition

Ensure that every step is checked off when you gain a new client; signing papers, scheduling meetings, filing data, and more.

Prospect to Sale (GoProposal Integration) icon

Prospect to Sale (GoProposal Integration) icon

Prospect to Sale (GoProposal Integration)

Exceed the expectations of prospects and turn them into ongoing clients with the integration between GoProposal and Karbon.

Initial Consult & Discovery (COVID-19) icon

Initial Consult & Discovery (COVID-19) icon

Initial Consult & Discovery (COVID-19)

Tackle COVID-19 with this client discovery call process, including a client email template and other steps.

Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack

Unlock a collection of tried and tested templates created by Satterley Training & Consulting.

Client Offboarding icon

Client Offboarding icon

Client Offboarding

Manage your client offboarding process with clarity with this dedicated workflow.