Copy of Snippet "LDR Lead Notes v.2"

[Andrew_Wright]

{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: