Prospect to Sale (GoProposal Integration)


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

This template outlines an easy-to-replicate blueprint developed by GoProposal and Karbon for giving your clients the red carpet treatment.

Built upon automated and efficient processes that utilize the integration between GoProposal and Karbon, this template will ensure you exceed the expectations of prospects and increase your chances of turning them into ongoing clients.

This process assumes that marketing activity has been created from referral, inbound or outbound marketing activities. Once the lead is received (by an Admin or BDM), a new piece of work can be created from this process template. You can learn more about this process in the 7 systems that help accountants deliver maximum value on autopilot.

Download the Template

Download your Prospect to Sale (GoProposal Integration) 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