About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
This template includes
- 42 tasks
- 3 client tasks
- Automations
- Resources
LEAD CALL & DIAGNOSTIC REVIEW - JR
174 downloads| PREP FOR CALL | ||
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| Receive referral/make contact with lead |
Admin Asst
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| Set up client in FC |
Admin Asst
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| Research lead |
Admin Asst
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| Website |
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| Social Media |
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| Google Reviews |
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| Better Business Bureau |
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| State Business Licensing |
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| Department of Revenue |
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| State Department of Labor |
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| Secretary of State/Corporation Search |
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| Schedule meeting with lead |
Admin Asst
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| DISCOVERY CALL | ||
|---|---|---|
| ***RECORD CALL*** |
Manager
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| Pin Fathom email to this project |
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| Intro and call overview |
Manager
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| Review Lead Intake Form |
Manager
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| Monthly Processes & Services |
Manager
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| Expectations and Questions |
Manager
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| Review Next Steps |
Manager
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| CALL NOTES | ||
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| I use this section to add notes during or after the call that might be important during their Diagnostic Review or Onboarding |
Lead Bookkeeper
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| NEXT STEPS |
Automations
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| Send QBO Accountant Invite Email |
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| Send Diagnostic Review proposal/invoice |
Manager
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| Lead pays invoice |
Manager
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| DIAGNOSTIC REVIEW |
Automations
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| Receive QBO Invite |
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| CREATE CLEANUP PROJECT IN FC |
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| Review Settings, Subscription & Formatting |
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| Review QBO - Books Review |
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| Review Chart of Accounts |
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| Review Banking |
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| Review Undeposited Funds |
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| Review P&L: Income |
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| Review P&L: COGS/COS |
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| Review P&L: Expenses |
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| Review Other Income |
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| Review Other Expenses |
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| Review Unapplied Cash payments/income Accounts |
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| Review BS: Asset Accounts |
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| Review BS: Liability Accounts |
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| Review BS: Equity Accounts |
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| Review BS: A/P & A/R Accounts |
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| Review Products & Services list |
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| Review Customer Invoices - spot check |
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| Review Sales Tax |
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| Review Payroll |
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| Review Inventory |
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| Post Review |
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| QUOTE & PROPOSAL |
Automations
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| Send Quote & Proposal for Cleanup/Services |
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| Follow up with Lead |
Manager
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| Update Lead status |
Manager
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| Client signs agreement and pays invoice |
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| CREATE ONBOARDING PROJECT IN FC |
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| Client Tasks Client Tasks | ||
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| Sign proposal |
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| Watch Diagnostic Review Video |
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| Pay cleanup/recuring services Invoice |
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