Category: Both
Lead Form for Website (Questionnaire + Email)
Having a detailed questionnaire for new leads lets you streamline your potential new client phone call to zero in on your prospects’ exact pain points. Geared toward bookkeepers and accountants,…
$47.00
New Lead Workflow
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.
$47.00
On-Board New Client Workflow (For use in CRM or Workflow Software)
Onboarding a new client can be a time-consuming and tedious process. This bundle allows you to start on the right foot without missing a step.
$97.00
All Things Email
Save yourself from drafting all the templated emails you need to run your accounting or bookkeeping business. These email templates give you all the content you need to quickly copy…
$47.00