The Sales & Onboarding Systems

Solve bigger problems for your clients and unlock their full value.

The Sales & Onboarding Systems Includes…

  • Shown interest to discovery call
  • Discovery call to proposal meeting
  • Proposal meeting to signed up
  • Launch sequence
  • Professional clearance
  • Tax authorisation
  • Welcome process
  • Wow survey

Download The Sales & Onboarding Systems

Accountants typically find the word “selling”, to be a dirty word, but without and effective sales system, there is no way you can deliver the maximum value you possibly can to your clients and prospective clients.

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Is this really free?

100%. We are fully committed to supporting the accounting industry by sharing our knowledge and what we’ve proven to work in thousands of accounting businesses around the world. We hope you find it useful and next time you have any questions around pricing or onboarding, please. keep us in mind.

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