Category: CPAs

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, this lead capture form and response email is a huge time-saver when meeting with new leads.


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.


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.