OND’G - Re-engagement - October 2024

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About this template

This Re-enagement workflow ensures a seamless client experience for continuing on teaming up with your firm. Here is a video on implementing the Re-engagement template. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags. https://www.loom.com/share/006e7931f7f849ca97960d978c4c1511?sid=f5f8b587-3011-47d9-a6f8-6eae8c65d13c

Work type: Admin

Location: United States

Client industry: Generic

This template includes

  • 6 tasks
  • Automations
  • Resources
Team Tasks
Send questionnaire: YE/RVW - Fiscal Year End Engagement Renewal Questionnaire
Admin
Create, send quote based on renewal pricing
Accountant
Send contract: ONBD'G - NEEDS ENGAGEMENT DETAILS - Full Engagement Contract
Admin
Update PAD
Admin
Send email if necessary: ONBD'G - Payment agreement not completed
Admin
Send email: YE/RVW - Renewal Thank you
Admin

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