Accounting firms
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
Epic
For accounting and bookkeeping firms
New client onboarder
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
- DocuSign
- Karbon
- Gmail
- Calendly
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen you tell him a prospect said yes
- 1Fill your engagement letter with the fee you setDocuSign
- 2Ask you first before the letter and welcome go outHe asks you first
- 3Send the letter and remind them until it is signedDocuSign
- 4Set up the client and their work in KarbonKarbon
- 5Send the welcome note and your document listGmail
- 6Add your Calendly link for the kickoff callCalendly
- 7Text you when the client is set up
- What you getA signed engagement letter, the client set up in Karbon and a document request out, with you saying yes once.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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