K, lets get greedy team. You already created Tax Workflows, now we want Sales Workflows. A dedicated workflow setup where we can track prospects in the process. Things like "create proposals, schedule consults, disgnostic reviews, etc". If we are now able to manage emails in keeper, we will want to triage all the inbound activity directly in keeper, including prospective clients.

From Sales Workflows, we want to be able to kick off Tax or BK clients and templates to those clients.

I want keeper to be the 1 stop shop where i can run my entire firm.