Contact

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First name

Last name

Phone

Email

Lead source Select lead source

Why they reached out

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What services are they interested in? *

Monthly Books Catch-Up Taxes

Why are they reaching out?

What’s frustrating you the most right now?

Poor communication / responsiveness Not proactive on taxes Work is not getting done properly We’ve outgrown doing it ourselves No visibility into financials Compliance / stress / things may be wrong

Urgency level Select urgency Low Medium High Critical

Entities

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+ Add Entity

Desired Outcome

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What would an ideal setup look like?

Communication Reporting Monthly Meetings Dependable Tax Reduction Financial clarity

Migration

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QBO required — migration will be included

Migration required

Migration fee (one-time)

Generated Sales Pitch

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Auto-generated pitch (editable)

Notes

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Internal Notes

Keep internal alignment and handoff context here.

CRM summary Skip

Internal Scope Preview

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Contract

Preview client-facing language before generating the proposal.

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Services & Pricing

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Preview only — updates will reflect pricing selections.

Pricing pending

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