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Workflow Templates

Sales Qualification and Discovery Process Template

Download your free Sales Qualification and Discovery Process template to personalize and use in your bookkeeping or accounting firm.

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Download Sales Qualification and Discovery Process Template

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Sales & Marketing

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offSales Qualification and Discovery ProcessDiscovery Part 1: Questions for Prospect3 AutomatorsSelfish Questions:CompletedZTell me about your business/ familyCompletedNWhat is your current tech stackCompletedJMANDATORY: What is your budget? Or, what are you expecting to pay?CompletedDMANDATORY: What is your timeline to have a new accountant/ tax firm by?CompletedOMANDATORY: How will you decide? Who is involved in that decision?Ready To StartDue TodayGTRANSITION QUESTION: What brought you here today? Goals/ wish list?Ready To StartDue TodayTSelfless Questions:Ready To StartDue TodayD

About this template

When about to start the Discovery call, create work from this template.

Set the start date is today and the due date for 14 days later. The work assignee is the Salesperson.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download Sales Qualification and Discovery Process Template

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Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offSales Qualification and Discovery ProcessDiscovery Part 1: Questions for Prospect3 AutomatorsSelfish Questions:CompletedUTell me about your business/ familyCompletedUWhat is your current tech stackCompletedXMANDATORY: What is your budget? Or, what are you expecting to pay?CompletedOMANDATORY: What is your timeline to have a new accountant/ tax firm by?CompletedBMANDATORY: How will you decide? Who is involved in that decision?Ready To StartDue TodayKTRANSITION QUESTION: What brought you here today? Goals/ wish list?Ready To StartDue TodaySSelfless Questions:Ready To StartDue TodayS

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
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A work template dashboard in Karbon displaying a client onboarding checklist.