About this template
Work type: Other
Location: United States
Client industry: Generic
Version: 2 (Latest)
This template includes
- 12 tasks
- 2 client tasks
Lead - Individual Tax Tracking
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| Team Tasks - Initial Contact | ||
|---|---|---|
| Respond to Inquiry |
Preparer
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| Create lead file on server | ||
| Follow up #1 | ||
| Follow up #2 | ||
| Follow up #3 | ||
| Schedule discovery call with prospect |
Preparer
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| Information request - can submit before OR AFTER initial discussion Client Tasks | ||
|---|---|---|
| Complete client information questionnaire | ||
| Upload two most current years of tax returns | ||
| Team Tasks | ||
|---|---|---|
| Complete initial discovery call |
Preparer
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| Complete client info form | ||
| Document interaction with lead | ||
| Request prior year tax returns and any other info needed | ||
| Google state department for corporate search | ||
| Receive prior year tax returns (if needed) |
Preparer
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| Draft engagement letter for prospect |
Preparer
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| Determine price quote range | ||
| Prepare engagement letter | ||
| Sign engagement letter |
Preparer
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| Send engagement letter to prospect |
Preparer
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| Follow up with lead |
Preparer
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| Receive signed engagement letter |
Preparer
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| Scan into lead folder on server | ||
| Send thank you letter |
Preparer
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| Move client to Onboarding Checklist |
Preparer
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| Change client group code to onboarding | ||
| Print relevant info to server file | ||
| Non-acceptance |
Preparer
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| Close project | ||
| Inactivate client | ||