Category: New leads

Solopreneur Template Starter Kit for the Bookkeeper

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 use these templates on a daily basis with my own clients and I love sharing my templates with other small business owners. Save yourself time from creating your own workflows and email templates from scratch and use this bundle of (21) templates to jumpstart your bookkeeping business.


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.