PIPELINE OVERVIEW
3 PIPELINE TO RUN YOUR ENTIRE SERVICE BUREAU
1
Active ERO & Renewal Pipeline
Manage active EROs and keep renewals on track.
2
ERO Onboarding Pipeline
Guide new EROs through setup and verification.
3
Software Sales Pipeline
Track software leads from inquiry to closed sale.
Automated
Workflows
Smart Lists
Forms &
Surveys
Drip & SMS
Campaigns
Calendar
Booking
Pipeline 1
Software Sales
Turn leads into software buyers
01
New Lead
02
Engaged
03
Demo / Call
04
Offer Sent
05
Enrolled & Purchased
06
Not Ready Yet
Pipeline 2
ERO Onboarding
Get your EROs tax season ready
01
Onboarding Form
02
Service Bureau Contract
03
EFIN Verification
04
Software Setup & Delivery
05
Onboarding Call
06
Bank Enrollment
07
Training
08
Ready for Tax Season
Pipeline 3
Active ERO & Renewal
Track production & keep EROs year after year
01
Live & Producing
02
Check-In Needed
03
Off-Season
04
Renewal Offer Sent
05
Renewed
06
Not Renewing
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