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New Client Acquisition

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Download your free New Client Acquisition template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'New Client Acquisition' templateNew Client AcquisitionReady to start2 AutomatorsSpeak with the business ownerCompletedKick-off4 AutomatorsComplete all setup/prep activities for new lead (including accounting file access)CompletedComplete potential client questionnaire and upload to KarbonCompletedAdd LEAD Company name in Karbon as an Organization.CompletedFor new contact, create new Work from New client acquisition template, titled: New client acquisition New Company NameCompletedAdd client to Xcelerate Client list and workflow to Google DocsReady To StartDue Today

When your practice gains a new client, there's a flurry of activity that needs to happen. Papers to sign, meetings to schedule, data to file. Parable store this process as a template in Karbon. Every time they acquire a new client, they create a new piece of work from this template to ensure everything is checked off.

To document this template, Parable used process mapping to transfer their knowledge and get it down into a format that can be replicated across the team. You can read about how they did this, and find out how it's helping them to eliminate roadblocks as they scale, in Jessica's article.

Jessica Daley started Parable, an offsite accounting firm, when her family needed to raise $10,000 for an adoption. She soon found herself managing too many clients on her own, and began to hire dedicated stay-at-home moms to join her efforts. As a 2016 Firm of the Future runner-up, you can find her enjoying the business one minute, and being present with her family the next.

Download the Template

Download your New Client Acquisition 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