OND’G - Re-engagement - October 2024 | Financial Cents Templates

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

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