Prospect to Sale (GoProposal Integration)
Exceed the expectations of prospects and turn them into ongoing clients with the integration between GoProposal and Karbon.
764 downloads
3.7
GoProposal Sales System Template
Download your free GoProposal Sales System template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 593 times
About this template
This is the best practice sales process powered by GoProposal. This workflow is to be used in conjunction with GoProposal to go from prospect to close (e.g. Interest - Discovery - Priming - Proposal Meeting - Proposal - Follow-up - Sign-up).
Set the start date as the date of inbound inquiry (today) and the due date as 14 days later. The work assignee starts as the Admin.
This process assumes that marketing activity has been spawned from referral, inbound and outbound marketing activities. Once the lead is received (by Admin or BDM), a new piece of work from this process template is created.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About GoProposal
GoProposal is pricing, proposal and engagement letter software that enables accountants and bookkeepers to price consistently, sell more confidently and minimise risk.
Related templates
Other workflow templates you might find useful.
