Copy of Snippet "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: