Copy of Snippet "LDR Lead Notes v.2"

LDR Lead Notes v.2

{time: MM-DD-YY} | {time: h:mm A} | [YOUR NAME]

THEME:

Accountant/Accounting Firm:

  • Contact Name:
  • Business Name:
  • Phone:
  • Email:
  • COID:
  • Location/Time Zone:
  • Plans to Grow:
Client Information/Services Offered (Y/N):
  • Total Number of Clients:
  • Advisory:
  • Bookkeeping:
  • Payroll:
  • Payments:
  • Other:
NEXT STEPS:
  • Important Notes: 
  • Client Interests: