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Prospect to Sale


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 Sale

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

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  • Time and Budget Estimates
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