Refine Flow转发了
This is a cheat code for accountants... A Fully Automated Client Onboarding System: Functionality: - Updates CRM - Updates Accounting Software - Updates Slack - Creates a shared Google Drive for the new client - Sends a Welcome Email with a LOE attached - Sends a Follow-up Email with a Calendy link for a kick-off call All of the software used (Hubspot/Xero) are completley interchangeable with any other platforms. Think this would be useful for you/your practice? ?? Drop a comment below and I will give you this system for free.
That is amazing. Thanks in advance for sharing.
This is great. I would love to have this system
Hi Harry, would like to know if can integrate with any accounting system how about Processing side for day to day running of company. regards
We use Make a lot in our firm - would be very interesting in seeing this flow!
Very helpful
Yes please!
Yes please, Harry!
Specialise in U.K Bookkeeping , Management accounts Year-end accounts and Business tax | Outsourcing | XERO certified ??| Freelancer | Helping clients in preparing P11D and R&D workings.
1 个月Very helpful… can you please share this ?