Intuit Practice Management

Below are recommended videos and support articles relating to client acquisition. Client acquisition videos:

Watch &amp; learn the <a href="https://karbonhq.com/accountant-resources/videos/red-carpet-blueprint-for-accounting-firm-clients" rel="nofollow noopener noreferrer" target="_blank">best practice to providing your prospects the red carpet treatment to become a client (81 mins)</a>.

Watch &amp; learn the <a href="https://karbonhq.com/accountant-resources/videos/effective-and-efficient-client-onboarding" rel="nofollow noopener noreferrer" target="_blank">best practices of client onboarding (48 mins)</a>.

Watch &amp; learn how to  <a href="https://ipmhelp.karbonhq.com/en/articles/3941037-overview-of-our-apps-integration-with-goproposal" rel="nofollow noopener noreferrer" target="_blank">GoProposal (2 mins)</a> or <a href="https://karbonhq.wistia.com/medias/tn4soxld5z" rel="nofollow noopener noreferrer" target="_blank">Practice Ignition to go from proposal to engagement to work (50 mins)</a>.

- Watch &amp; learn the <a href="https://karbonhq.com/accountant-resources/videos/red-carpet-blueprint-for-accounting-firm-clients" rel="nofollow noopener noreferrer" target="_blank">best practice to providing your prospects the red carpet treatment to become a client (81 mins)</a>. 
- Watch &amp; learn the <a href="https://karbonhq.com/accountant-resources/videos/effective-and-efficient-client-onboarding" rel="nofollow noopener noreferrer" target="_blank">best practices of client onboarding (48 mins)</a>. 
- Watch &amp; learn how to  <a href="https://ipmhelp.karbonhq.com/en/articles/3941037-overview-of-our-apps-integration-with-goproposal" rel="nofollow noopener noreferrer" target="_blank">GoProposal (2 mins)</a> or <a href="https://karbonhq.wistia.com/medias/tn4soxld5z" rel="nofollow noopener noreferrer" target="_blank">Practice Ignition to go from proposal to engagement to work (50 mins)</a>.

Client acquisition support article:

<a href="https://ipmhelp.karbonhq.com/en/articles/3889188-managing-prospects" rel="nofollow noopener noreferrer" target="_blank">Managing Prospects</a>

<a href="https://ipmhelp.karbonhq.com/en/articles/3941097-goproposal-integration-setup-guide" rel="nofollow noopener noreferrer" target="_blank">GoProposal Integration setup guide</a>

<a href="https://ipmhelp.karbonhq.com/en/articles/3941126-practice-ignition-integration-setup-guide" rel="nofollow noopener noreferrer" target="_blank">Practice Ignition setup guide</a>

- <a href="https://ipmhelp.karbonhq.com/en/articles/3889188-managing-prospects" rel="nofollow noopener noreferrer" target="_blank">Managing Prospects</a>
- <a href="https://ipmhelp.karbonhq.com/en/articles/3941097-goproposal-integration-setup-guide" rel="nofollow noopener noreferrer" target="_blank">GoProposal Integration setup guide</a>
- <a href="https://ipmhelp.karbonhq.com/en/articles/3941126-practice-ignition-integration-setup-guide" rel="nofollow noopener noreferrer" target="_blank">Practice Ignition setup guide</a>

<a href="https://ipmhelp.karbonhq.com/en/articles/3937143-right-for-me-training-choose-your-path" rel="nofollow noopener noreferrer" target="_blank">Click here</a> for more training like this.

Review recommended videos and support articles to increase your expertise in capacity planning.