Bookkeeper Acquisition & Document System
Onboard Clients & Collect Receipts Automatically
TL;DR Summary
Scale your practice without documentation headaches. Automate lead qualification and receipt collection for a hands-off onboarding experience.
Why this kit?
Streamline your practice with automated document collection and lead qualification. Qualify businesses by revenue and complexity before they ever talk to you.
Expected ROI
$500 - $1,000 saved in admin time/month
System Outcomes
- Onboard clients 5x faster
- Eliminate receipt chasing
- Filter for 'Ideal' revenue clients
What's Inside The Kit
Document Upload Portal
Receipt Reminder Bot
Discovery Call Qualifier
Pricing Tier Calculator
Tax Deadline SMS
Funnel Steps
1
Discovery Quiz
2
Booking Calendar
3
Document Checklist
4
Contract Signature
Frequently Asked Questions
Got Questions? We Have Answers.
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This entire system (funnels, emails, automations) can be imported into your HighLevel account in 1-click.
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