About this template
Work type: Bookkeeping
Location: United States
Client industry: Generic
Version: 6 (Latest)
This template includes
- 42 tasks
- 3 client tasks
- Automations
- Resources
LEAD CALL & DIAGNOSTIC REVIEW - JR
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| 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 | ||