New Lead Workflow (For use with Cloze + 17hats) | Lead | Products | Number Nerd Bookkeeping Solutions

New Lead Workflow (For use with Cloze + 17hats)

SKU00B14

This Bundle Includes:

  • Step by step workflow for new leads
  • Email templates for follow up with new leads
$99.00
Purchase

Stay on top of new leads so you can smoothly convert them to paying clients. With this bundle, you’ll know right where you stand and what next step to take.


Additional Product Information:

This workflow was created specifically for use with 17hats and Cloze.

The workflow is a fillable PDFs that allow you to save and reuse each file. Or customize the workflow and task lists and input into your own project management system. Emails are fully customizable to meet your business’s needs.

To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.


New Lead Workflow (For use with Cloze + 17hats)">

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