Sales And Marketing Automation for Accountants
Sales Automation for Accountants
How does less focus on administrative tasks and more time connecting with your clients sound? We think it sounds pretty good, too. Eliminating or streamlining the parts of the sales process that can bog you down will free you up to do more of your thing—servicing your accounting clients.
Most accountants run their to-do list out of their inbox. Better organization of all of your client data and management of the tasks needed to grow your accounting business will bring an efficiency to your accounting business that puts you ahead of the competition. Gain an advantage by:
- Better organization of your business functions
- Never missing a lead follow-up opportunity
- Closing more leads
- Automating your daily work
- Increase your visibility with prospects and clients
- Boosting your expertise with impressive client-focused features
Sales Automation Solutions
Our Automation Solutions for Accountants offer flexible options to fit your needs:
1) DIY Package
2) DFY (Done-For-You) Package
* Keap Pro Software by Infusionsoft has a $99 USD monthly subscription price that is paid directly to Keap. The Keap application must be purchased through Lonestar Sales Performance. Lonestar Sales Performance is an authorized Keap Certified Partner.
BOOK A CUSTOM DEMO
Do you want to see how sales and marketing automation can help you:
- Get more clients
- Follow up with more prospects
- Generate more referrals
- Automate repetitive tasks
- Help on-board new clients
In this demo we will show you exactly how your accounting practice can benefit from our program. Fill out the form and set a time for your demo.