Why should you or any member of your team be wasting their valuable time producing Letters of Engagement? Not only is this a waste of resource, but it takes you away from serving your clients AND it means that you might not get round to carrying out regular fee reviews with your clients because of how much time that takes.[/lead]
If you’re STILL one of those accountants doing this, let us show you the new way accountants are doing this.
The New Way
GoProposal has always generated Letters of Engagement automatically and dynamically.
“Automatically” in that you don’t have to do ANYTHING. They are instantly generated for you.
“Dynamically” in that they pull through the specific Service Schedules only or the services included in the proposal
Well now, you can also create MULTIPLE LETTERS OF ENGAGEMENT which each specify the Introduction, Scope and Terms & Conditions specific to the client type as well.
So picture this, you click 1 button and 10 seconds later your client has a perfectly crafted Letter of Engagement which automatically pulls in their details into the following sections…
INTRODUCTION – Specific to that Client Type
SCOPE – Specific to that Client Type
TERMS & CONDITIONS – Specific to that Client Type
SERVICE SCHEDULES – Specific to the services chosen
CONFIRMATION – Depending on whether it requires signing or not
How It Works
Here’s a quick video showing you how easy it is to set this up using GoProposal so you never have to waste time on this task… EVER AGAIN!!!
What Next?
Already a client? If you want help setting this up, just arrange a CoPilot call with a member of our team or dive into a live chat with us from within your app and we’ll get it sorted for you pronto.
Not a client yet? If you’re not a client yet and you’re ready to remove this time consuming task, make life easier for you and your staff AND be able to sign clients up DURING the meeting rather than two weeks later, then start your free trial of GoProposal today >>
