📋 Intro Call — New Client Form
SOS Bookkeepers · Creates Contact, Company & Deal in Bigin automatically
⚠️ Possible existing record(s) found — select one to pre-fill, or continue to create new
Contact
First Name
Last Name
Email
Phone
Company
Company Name
Industry
Accounting Software
— Select —
QuickBooks Online (QBO)
QuickBooks Desktop
Xero
Zoho Books
FreshBooks
Google Sheets
Other
Scope of Work
CoA Needed?
✅ Yes
❌ No
Clean-up Needed?
✅ Yes
❌ No
Invoicing?
✅ Yes
❌ No
# Bank Accounts
# Credit Cards
# Trans / Month
Deal Info
Lead Source
Notes
Create Records in Bigin
✅
Records Created!
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