Sales & Marketing Templates

Collecting Testimonials, Referrals, Ratings & Reviews

Standardize your feedback collection process with this dedicated workflow.

496 downloads

2.9

Created by GoProposal

Improve your sales workflow with this best practice process template powered by GoProposal.

Created by Satterley Training & Consulting

Maximize your sales efforts with this dedicated workflow.

278 downloads

Standardize the process for completing the sales qualification and discovery process.

550 downloads

3.1

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Accounting
Administration
Advisory
Audit, Review & Compilations
Bookkeeping
Client Management