Tax preparation office
Yarrowdale Corners Tax Services · Tax preparation office · Bellingham, WA
Oona Birkeland is the office manager at Yarrowdale Corners Tax Services, a seasonal tax preparation office, and she uses this to walk each caller from the first conversation through a quote to a signed engagement letter, and to see which referral sources are worth the time.
Legal and professionalSales pipelineLinked tables4 tables · 5 views · 1 form · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this templatePipeline
ProspectsMarguerite Tolliver
Anselm and Greta Voorhees
Juniper Hallowell
Lindenhurst Pet Grooming
Emeric Duquesne
Ravindra Chakraborty
Cordelia Ashgrove
Harmon Creek Roofing
Phoebe and Lionel Castaneda
Nuala Fitzgibbon
Hartley Brandt
Soren Lindahl-Odum
Greystone Home Inspections
Aurelia Penhallow
Tumbleweed Taproom
Ximena Corrales-Webb
Barnaby Quickfall
Fairweather Dog Walking
Ilona Szabo-Reeves
Sable Ridge Candle Co.
Maximilian Okoye
Winnifred Castellan
Mossy Oak Daycare
Dashiell Oyelaran
Perpetua Lund-Okafor
Tobiah Mendelsohn-Ruiz
Thaddeus and June Pruitt-Vance
Larkin Gorse Trucking
Tables
Prospects
32 sample rows · 17 columnsEveryone who has called, walked in or been referred, and where they stand between the first call and a signed agreement.
| Prospect | Phone | Needs | Filing as | Prior-year income | Stage | |
|---|---|---|---|---|---|---|
| Marguerite Tolliver | (360) 555-0100 | marguerite.tolliver@tidewatermailbox.net | $64,000 | |||
| Anselm and Greta Voorhees | (360) 555-0103 | anselm.voorhees@marshlandmail.net | $73,500 | |||
| Juniper Hallowell | (360) 555-0106 | juniper.hallowell@cedarposts.net | $85,500 | |||
| Lindenhurst Pet Grooming | (360) 555-0109 | office@lindenhurstpetgrooming-bham.com | $805,000 | |||
| Emeric Duquesne | (360) 555-0112 | emeric.duquesne@marshlandmail.net | $181,000 | |||
| Corliss Mobile Notary | (360) 555-0115 | office@corlissmobilenotary-bham.com | $450,000 | |||
| Harmon Creek Roofing | (360) 555-0124 | office@harmoncreekroofing-bham.com | $720,000 | |||
| Phoebe and Lionel Castaneda | (360) 555-0127 | phoebe.castaneda@cedarposts.net | $158,000 | |||
| Bluebird Alterations and Tailoring | (360) 555-0133 | office@bluebirdalterationsandtailoring-bham.com | $415,000 | |||
| Nuala Fitzgibbon | (360) 555-0130 | nuala.fitzgibbon@marshlandmail.net | $179,000 | |||
| Cordelia Ashgrove | (360) 555-0121 | cordelia.ashgrove@cedarposts.net | $81,000 | |||
| Soren Lindahl-Odum | (360) 555-0139 | soren.lindahlodum@marshlandmail.net | $158,000 |
Referral sources
8 sample rows · 5 columnsWhere prospects hear about the office, and how many each source has sent and what they were quoted.
| Source | Channel | Prospects |
|---|---|---|
| Castellan Home Loans referral | Ravindra Chakraborty, Soren Lindahl-Odum, Dashiell Oyelaran | |
| Chamber of Commerce mixer | Corliss Mobile Notary, Harmon Creek Roofing, Tumbleweed Taproom, Mossy Oak Daycare | |
| Church bulletin ad | Nuala Fitzgibbon, Sable Ridge Candle Co., Thaddeus and June Pruitt-Vance | |
| Google search | Marguerite Tolliver, Emeric Duquesne, Hartley Brandt, Ximena Corrales-Webb, Maximilian Okoye, Fitzgerald Bramwell, Tobiah Mendelsohn-Ruiz | |
| Harlow & Pine Realty referral | Anselm and Greta Voorhees, Phoebe and Lionel Castaneda, Greystone Home Inspections, Ilona Szabo-Reeves, Yasmin Haddad-Lowe | |
| Neighborhood Facebook group | Lindenhurst Pet Grooming, Fairweather Dog Walking | |
| Past client referral | Juniper Hallowell, Cordelia Ashgrove, Aurelia Penhallow, Barnaby Quickfall, Winnifred Castellan | |
| Walk-in off Main Street | Bluebird Alterations and Tailoring, Perpetua Lund-Okafor, Larkin Gorse Trucking |
Contact log
48 sample rows · 6 columnsEvery call, email and meeting with a prospect, dated and signed by whoever had it.
| Contact | Prospect | Kind | On | What was said | By |
|---|---|---|---|---|---|
| Documents list — Ravindra Chakraborty | Ravindra Chakraborty | Oct 6, 2026 | Texted the checklist and flagged the missing daycare 1099s. | Thaddeus Quillen | |
| Documents list — Cordelia Ashgrove | Cordelia Ashgrove | Oct 6, 2026 | Voicemail asking for the state notices and the three missing W-2s. | Rosamund Ellsworth-Finch | |
| Documents list — Phoebe and Lionel Castaneda | Phoebe and Lionel Castaneda | Oct 6, 2026 | Texted the checklist; they still owe the closing statement for the sold rental. | Thaddeus Quillen | |
| Documents list — Nuala Fitzgibbon | Nuala Fitzgibbon | Oct 6, 2026 | Voicemail: need her new spouse's W-2 and the prior-year return. | Benedikt Sorensen | |
| Documents list — Hartley Brandt | Hartley Brandt | Oct 6, 2026 | Met at the counter; he brought the pension statement and the annuity form. | Benedikt Sorensen | |
| Documents list — Greystone Home Inspections | Greystone Home Inspections | Oct 6, 2026 | Voicemail asking for the contractor payments and the vehicle log. | Rosamund Ellsworth-Finch | |
| Documents list — Bluebird Alterations and Tailoring | Bluebird Alterations and Tailoring | Oct 5, 2026 | Texted the list; she is pulling the card-processor statements. | Thaddeus Quillen | |
| Intro call — Marguerite Tolliver | Marguerite Tolliver | Oct 4, 2026 | Single mother, wants the prior-year return reviewed and the current one filed; asked about the child credit. | Thaddeus Quillen | |
| Intro call — Anselm and Greta Voorhees | Anselm and Greta Voorhees | Oct 4, 2026 | Bought a duplex mid-year and want depreciation set up right from the start. | Rosamund Ellsworth-Finch | |
| Documents list — Harmon Creek Roofing | Harmon Creek Roofing | Oct 4, 2026 | Texted a reminder for the payroll reports and the truck loan statement. | Rosamund Ellsworth-Finch | |
| Documents list — Soren Lindahl-Odum | Soren Lindahl-Odum | Oct 4, 2026 | Called him through the cabin rental income and what he had on hand. | Thaddeus Quillen | |
| Intro call — Juniper Hallowell | Juniper Hallowell | Oct 3, 2026 | Changed jobs twice during the tax year and has two W-2s plus a stock-plan statement. | Benedikt Sorensen |
Also included
- Pipeline
- Engagement letterThe letter a prospect signs to become a client, stating the work and the fee.
- Agreement follow-upReminds the person handling a prospect the day before an agreement follow-up is due.
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