Creating Gorgeous Automated Online Engagement Letters

Eric GreenspanOther

For bookkeeping and accounting practices, the engagement letter is the key to signing a new client. If it's worded well, protecting both you and the client, they this will help facilitate on-boarding. But, the process can be tedious, time consuming and overwhelming to many. Well, it doesn't have to be.This webinar will teach you how to create a gorgeous engagement letter, set it up for automated deliver and online signatures. We will literally show you how to create and send an engagement letter, instantly, and how to get it back with signatures. Then, we'll show you how to get paid.
THIS CONTENT IS NOT ACCESSIBLE WITH YOUR MEMBERSHIP LEVEL OR YOU ARE NOT SIGNED IN.SIGN INNot a member? Join FREE to view our sample content or start a trial in our Enrollment Center. Need to upgrade from a FREE membership to a full access trial? No problem, learn how here.