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Prospect to Sale

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Download your free Prospect to Sale Best Practice template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Prospect to Sale' templateProspect to SaleMarketing qualified lead (MQL)3 AutomatorsReview and qualify lead for size, fit and prioritizationCompletedUpdate sales opportunity, prioritize and take actionCompletedCLIENT TASKSDiscovery meeting4 AutomatorsSchedule your discovery meeting by booking a time that's best for you — https://calendly.com/yournameCompletedAnswer a few questions so we can best serve youCompletedSales qualified lead (SQL - prep)

This template outlines an easy-to-replicate process to turn a prospect into a sale. Exceed the expectations of prospects and increase your chances of turning them into ongoing, high-value clients.

This process assumes that marketing activity has been created from referral, inbound or outbound marketing activities. You can learn more about this process in the 7 systems that help accountants deliver maximum value on autopilot.

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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