New Client Additional Services Options (Questionnaire)


This Bundle Includes:

  • Comprehensive additional services checklist questionnaire
  • Email template to send client questionnaire

As a bookkeeper or CPA, you may discover that new clients need additional services beyond what they originally hired you for. This checklist gives your potential new client an idea of how you can better service them and meet all of their accounting and bookkeeping needs.

Additional Product Information:

This questionnaire is meant to be used in addition to the Lead Form for Website bundle.

The checklist is a fillable PDF, allowing you or your prospect to check off needed services. The email template is designed so you can customize it for your own business.

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

Do you need all the workflows related to leads?

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