LEAD CALL & DIAGNOSTIC REVIEW - JR

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About this template

This template can be used to kick off a new lead, schedule a discovery call, complete a diagnostic review, and then send a proposal. It is meant to pair with the cleanup template I also shared.

Work type: Bookkeeping

Location: United States

Client industry: Generic

This template includes

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

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