For CPA firms, proposal generation automation projects typically start at $3,500 for foundational setups, with costs varying based on your firm's existing CRM, practice management software, and the complexity of service offerings. Most engagements are fixed price, ensuring transparent budgeting for streamlining client onboarding and service agreement creation.
We begin by thoroughly mapping your firm's current proposal workflow, from client data intake in your CRM to service selection, pricing models, and document delivery. This pinpoints manual steps and integration gaps affecting your sales cycle and client onboarding.
We configure your chosen proposal software (e.g., Ignition, GoProposal) to integrate with your CRM and practice management systems, automating data population, service line selection, and fee calculations. This creates a seamless, error free proposal generation engine tailored to your firm's offerings.
Your team receives comprehensive training on the new automated proposal system, ensuring smooth adoption and proficiency in generating tailored proposals efficiently. We provide ongoing support to optimize the system and adapt to evolving service offerings or pricing structures.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit