Bookkeeping GHL Snapshot

Bookkeeping Snapshot Inclusions 

Funnels & Pages

Calendars

Forms

CRM & Pipeline

✓ New Lead Pipeline

Included Stages:

New Inquiry

Contacted/ No Response

Discovery Call Booked

Discovery Call Completed

Proposal / Engagement Letter Sent

Won - Move to Onboarding

✓ Pipeline 2 - Client Onboarding 

Engagement Letter Signed

Intake Form Completed

Software Access Setup

Historical Cleanup

Active - Move to Service Pipeline

✓ Pipeline 3 - Active Clients

Bookkeeping in Progress

Client Questions

Review & Reports

Complete this Month

Automation Workflows

Email Templates

Tags & Automation Assets

Smart Lists 

Custom Values

Internal Notifications

Documentation

✓ Snapshot Installation Guide

✓ Workflow Overview

✓ Pipeline Overview

Bonus

✓ Complete Bookkeeping CRM System

✓ Automated Lead Capture System

✓ Automated Consultation Booking & Follow-Up

✓ Bookkeeping Application Process

✓ Onboarding System

✓ Active Client Management System

✓ Lead Nurture Worklow

✓ Ready-to-Deploy Bookkeeping System Snapshot

✓ Sales Page Homepage