Copy of Snippet "LDR Lead Notes"

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

Verified Information
Accountant/Accounting Firm:

  • [R] Contact Name:
  • [R] Business Name:
  • [R] Phone:
  • [R] Email:
  • [R] COID:
  • [R] Location/Time Zone:
  • [R] Total Number of Clients:
Client Information/Services Offered (Y/N)
  • [R] Bookkeeping:
  • [R] Advisory:
  • [R] Payroll:
  • [R] Payments:
  • [O] Other:
NEXT STEPS - Qualified Leads Scheduled with AE
  • [R] Important Notes:
  • [O] Other: