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Sales Qualification and Discovery Process

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

A preview of the 'Sales Qualification and Discovery Process' templateSales Qualification and Discovery ProcessDiscovery Part 1: Questions for Prospect3 AutomatorsSelfish Questions:CompletedTell me about your business/ familyCompletedWhat is your current tech stackCompletedMANDATORY: What is your budget? Or, what are you expecting to pay?CompletedMANDATORY: What is your timeline to have a new accountant/ tax firm by?CompletedMANDATORY: How will you decide? Who is involved in that decision?Ready To StartDue TodayTRANSITION QUESTION: What brought you here today? Goals/ wish list?Ready To StartDue TodaySelfless Questions:Ready To StartDue Today

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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Download your Sales Qualification and Discovery Process template now.

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