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.
Related ResourceHow to manage your sales process in Karbon
Download the Template
Download your Prospect to Sale 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