About this template
Work type: Other
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 12 tasks
Share Lead Tracking "name of client" (Sits under firm)
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| Current Leads | ||
|---|---|---|
| Recieved Inquiry - Put information into system |
Account manager
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| Send questionnaire form |
Account manager
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| Recieved questionnaire form and reviewed |
Account manager
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| Reviewed questionnaire | ||
| Replied to client with time/date options | ||
| Save the questionnaire as clients name inside their potenial client folder | ||
| Add a link to this document under this project | ||
| Verify business on website: https://comptroller.texas.gov/taxes/franchise/account-status/search?fbclid=IwdGRjcANVN1ZleHRuA2FlbQIxMQABHtiXWpPz9YmPlHqBan6C5A57O4IWHu0eYhBa3cwwbwkODdRdLWZsTA8bqUgx_aem_mETAnTSsFuecl1q-WswGbw | ||
| Schedule discovery call with prospect |
Account manager
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| Emailed options for date/time consultation | ||
| Consultation Scheduled | ||
| Complete Discovery Call |
Manager
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| Review contact information on questionnaire | ||
| Review what they have in place for current bookkeeping | ||
| Review how many accounts/transactions they have and when last FULLY reconciled (explain what a full reconcillation truly is) | ||
| Review payroll details | ||
| Review Subcontractor process/W9/1099 | ||
| Sales tax process | ||
| Review if they have inventory and how they manage | ||
| Review AP and AR process | ||
| When was last Fed taxes filed | ||
| Review their struggles and goals and let them ask questions | ||
| Follow up |
Account manager
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| Send Estimate for services |
Account manager
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| Create estimate using the current year pricing template | ||
| Save the document "as" client name into the potential clients folder | ||
| Save the excel document as a PDF | ||
| Create Estimate in QBO and attach the PDF pricing sheet and send | ||
| Follow up to after estimate sent |
Account manager
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| When accepted, send engagement letter |
Account manager
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| Create engagement letter(s) | ||
| Save 'as" and into their potential client folder | ||
| send for signature | ||
| Get signed contract and move to client status and Inv |
Account manager
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| Move the folder from the potential client into the signed contract folder | ||
| Create a invoice from the estimate in QBO and bill the 50% down | ||
| Move client to Onboarding or cleanup Checklist | ||
| Guide | ||
|---|---|---|
| Instructions |
Account manager
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