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