Accounting Snapshot

Here is what is in the Snapshot: Complete client acquisition and management solution designed specifically for accounting professionals.

Pipeline:

• 1 Pipeline For Tracking Leads, Qualifications, And Sales

Automation Workflows (11 Total):

1. Database Reactivation Automation

2. New Prospect Automation (Messages sent based on the work day and time of the inbound message or opt-in)

3. Appointment Automation

4. Show Automation

5. No Show Automation

6. Cancellation Automation

7. Proposal Sent Automation

8. Lost Client Automation

9. Won Client Automation

10. Follow-up Automations

11. Client Onboarding Sequence

Marketing Tools:

• 1 Lead Opt-In Funnel (3-step funnel: Opt-in, Schedule, and Thank You Page)

• 1 Comprehensive Opt-In Form

Communication Resources:

• Pre-written email templates for every client touchpoint

• Pre-written SMS templates for timely client communications