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Lead Management


Download your free Lead management template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Lead Management' templateLead ManagementReady to Start2 AutomatorsComplete initial contact discoveryCompletedPre contact explorationCompletedIntital contactCompletedSchedule meetingCompletedAdvise4 AutomatorsHold first meetingCompletedSend cloud pricing proposalReady To StartDue Today

A well-planned process to manage your prospective clients is the best way to maximize the conversions of leads and turning them into clients. This is the process used by London accounting firm, BOSS, to manage their leads.

Back Office Support Solutions (BOSS) are experts in accounting and financial matters assisting all manner of London businesses. They're a paperless firm who utilize new technologies to be more efficient and transparent. Some of the systems they use include Karbon for workflow management, Xero for accounting, Receipt Bank for expense management, Dropbox for document management, Trello for project management and Workflow Max for practice software.

Some steps in this process are specific to United Kingdom accounting requirements, and the systems used at BOSS. However, this is a great example of a detailed and effective onboarding process that involves several team members. It's a perfect base that your firm can adapt to suit your own systems and local regulations.

This process is one of three provided by BOSS, which all relate to their customer journey. You can also check out how they onboard their clients (once they reach the end of this lead management process), and how they offboard their clients at the end of their relationship.

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  • .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

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