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Everything Between First Email And Signed Engagement
All Resource Kits
Every kit, cover included.
01
Diagnostic
QuickBooks Books Health Checklist
Twenty checkpoints to run before you price or scope the work.
20 checks
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02
Outreach
Cold Outreach Email Templates
Built around a free diagnostic offer instead of a pitch.
6 templates
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03
Sales Call
Discovery Call Script + Talk Track
Word-for-word, from opening rapport to a signed next step.
6 objections
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04
Demo
Loom Walkthrough Script
Timestamped and screen-by-screen, for a four-minute demo.
4 min + 90 s
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05
Pricing
Pre-Proposal Review Checklist
The full manual review, with honest time estimates.
6 sections
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06
Case Study
First Closed Engagement via Pulse
How a diagnostic report turns into a signed engagement.
Model + template
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07
Research
State of Accounting Books 2025
What a 20-point diagnostic found across 200+ CPA firms.
200+ firms
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