Build an Automated Journey from Lead to Loyal Client
No Patchwork. No Lost Prospective Clients.
Featuring Heidi Ryder, Founder of Keepful & Tonya Schulte, Owner of The Profit Constructors
Presented by Financial Cents & Keepful
Losing Leads Between Systems Can Cost You Clients
Your client journey doesn’t begin at onboarding.
It begins the moment someone discovers your firm.
But for many firms, that journey is fragmented.
Sound familiar?
Marketing lives in one system.
Proposals in another.
Onboarding in a spreadsheet.
Delivery in a project management tool.
This patchwork causes leads to stall, follow-ups to slip, and teams to restart the process at every handoff.
Even great firms lose momentum when their systems don’t connect.
Because great service isn’t just what you deliver, it’s also how smoothly clients move from first contact to ongoing service.
The Good News? You Don’t Need More Tools.
In this session, Heidi Ryder, owner of Keepful, and Tonya Schulte, owner of The Profit Constructors, show how firms can connect marketing automation with operational workflows to create a seamless path from lead to long-term client.
You’ll see how Keepful nurtures prospects through awareness, consideration, and decision — then, through Zapier, flows directly into Financial Cents where onboarding, tasks, and ongoing client work are organized.
Just one cohesive journey from first lead to loyal client.
Register now
Owner of The Profit Constructors
From Lead to Loyal Client. Fully Connected.
Tonya Schulte will share her real-world experience running a construction accounting firm where that journey continues seamlessly into delivery.
Using Financial Cents, Tonya has built systems that create:
So when a lead becomes a client, the work doesn’t start from scratch.
It flows directly into structured workflows that keep the firm organized and clients confident.
In This Free Training, You’ll Discover:
How to design a client journey that doesn’t break between systems
Create a connected experience from first lead through ongoing service with automation.
How to eliminate patchwork systems
See how Keepful and Financial Cents connect marketing automation with delivery workflows.
How to move from lead to loyal client
Build a journey that nurtures prospects and delivers a consistent client experience.
How visibility and structured workflows improve service delivery
Ensure your team knows exactly what happens after a client signs.
Register for the webinar
Meet Your Speakers
Heidi Ryder is the owner of Keepful, a marketing automation platform built specifically for bookkeepers and accountants. With a background in bookkeeping, she helps firms simplify marketing, processes, and automation so they can stay organized, save time, and grow consistently without adding more work to their plate.
Tonya Schulte is an expert in construction accounting, owner of The Profit Constructors, she will share how her firm connects the client journey from new lead to structured delivery using Financial Cents to create visibility, accountability, and consistent service across her team.
Who Should Attend
Accounting firm owners frustrated by patchwork systems
Bookkeepers and accountants losing leads between tools
Firms that want a connected journey from marketing to delivery
Leaders ready to automate their client experience without losing the personal touch
Why This Matters Now
They lose clients when the experience feels disorganized.
The firms that grow sustainably are the ones that design a clear, connected journey.
When your systems work together:
No patchwork.
No forgotten prospects.
Just one automated journey from lead to loyal client.
Resources to help you grow your bookkeeping firm
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