Category: New leads

When I got serious in my business, I created these workflows and email templates to make me more efficient and organized. I’ve been tweaking and perfecting them ever since! I…

$975.00

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

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