Cash Flow Forecasting
Spreadsheet
made for bookkeepers
If you're trying to capture the attention of potential clients, then you need attractive lead magnets. Why? Exposure! The more exposure a prospect has to your firm, the more likely they'll come to you when they're ready to buy. Our lead magnets are the perfect way attract your prospects by providing guidance on topics their interested in (positioning your bookkeeping firm as a leader in the industry) and enables you to deliver continual exposure to your firm.
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How do you really feel about creating lead magnets that convert?
Imagine this...
You've finished customizing your prewritten lead magnet ebook, your predesigned email templates, and you've followed our instructions to automate your email delivery system. Now, you're done! Using your predesigned social media posts, you're promoting your new lead magnet and attracting potential prospects to your email subscriber list.
You now have email access to a prospect and a clue into a current struggle in their business. Your email newsletters can speak directly to that!
PREVIEW THE CONTENT
The Cash Flow Forecasting spreadsheet is the perfect lead magnet to offer small businesses that may struggle with cash flow. The Cash Flow Projector allows them to estimate their upcoming cash flow and compare their actual data over three months. This lead magnet helps you get those soft leads onto your email newsletter so that when the need for a bookkeeper arises (or when they need more help with cash flow) they give you a call.
Use the code MADEFB to receive 50% off your first year of Flodesk! We may receive an affiliate commission for use of the code.
Transform Your Templates
Our templates are fully customizable to meet the needs of your brand. Transform the templates an any way you like!
HOW IT WORKS
Upon purchase, you will receive an instant download containing your files. You will need access to a FREE Canva account, a FREE Google account, and an email automation tool. Your email templates may require additional subscriptions. You will receive a PDF containing links for the social media posts + stories, your sheets copies, a PDF share-file, a editing guide walking you through the necessary edits, and a Canva guide to teach you about Canva. Our email templates include video instruction on setting up the workflows inside of Flodesk and Mialchimp.
ONE
Download Instantly
TWO
Customize & Export
Your digital product will be available for instant download upon purchase
Use the editing and Canva guides to customize your template
THREE
Schedule & Go
Automate your lead magnet emails and schedule your social media posts!
Additional Purchase Options
Yosemite Signature Bundle
A Discounted 6-Month Social Media Bundle w/ Lead Magnets and Newsletters
Frequently asked questions
WHAT DO I NEED TO EDIT THE TEMPLATE?
For the ebook and social media posts, you only need a FREE Canva account. You will need a Flodesk or Mailchimp account to edit the email templates. A Canva version of the email templates has been provided as an additional free option.
WHAT CAN I EDIT ON THE TEMPLATE?
Everything! Our goal is to make content sharing easier for you, so although you may use the templates as is, customization is welcome!
WHERE YOU RECOMMEND I FIND IMAGES?
If you'd like to edit the images, you can download images for free on Unsplash and Pexels. If you prefer premium images, we recommend and use Haute Stock for our personal brands imagery.
Is the content prewritten?
Yes! Our templates are complete with the content with the exception of 'personal' posts that discuss you or your business or your personal opinions.
Do you write our captions?
No. Unfortunately, we can't communicate your brand voice quite like you can! Our posts do offer an explanation of the "vision" behind the post, so that captioning is easier.
CAN I RESALE THESE TEMPLATES?
Unfortunately, our social media templates are not part of our PLR product list that is available for resale. The social media templates are available for single-use only.
The link for Haute Stock is an affiliate link that provides 15% off your subscription. We do earn commission from that link.