Sales Process for New Intuit QuickBooks Client Using Practice Ignition icon

Sales Process for New Intuit QuickBooks Client Using Practice Ignition

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Download your free Sales Process for New Intuit QuickBooks Client Using Practice Ignition template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Sales Process for New Intuit QuickBooks Client Using Practice Ignition' templateSales Process for New Intuit QuickBooks Client Using Practice IgnitionReady to Start: Qualify and send appointment email2 AutomatorsCustomize the client task email (below) with your appointment link (e.g. Calendly)CompletedCLIENT TASKSThanks for your interest in our accounting and tax services!4 AutomatorsSchedule time with us to discuss your accounting and tax needs — {insert appointment link here}CompletedKick-off7 AutomatorsConduct initial meetingCompleted

This template is Satterley Training & Consulting's best practice sales process workflow when using Intuit QuickBooks and Practice Ignition.

The start date is today, the due date is 1 week later and the work assignee is the Salesperson.