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From proposal to profitability: Managing the client lifecycle in NetSuite
September 24, 2025 @ 1:00 pm – 2:00 pm EDT
Event overview
Join RSM professional Kaitlin Walker for a comprehensive webinar designed specifically for services-based accounting firms. This session will explore how NetSuite can empower your firm to manage the full client lifecycle—from opportunity and proposal to project delivery and profitability tracking—within a single, unified platform.
What to expect:
- End-to-end lifecycle management in NetSuite. We’ll walk through how NetSuite connects customer relationship management (CRM), project delivery and financial reporting to eliminate silos, reduce delays and improve margin visibility. See how leading firms are transforming business development and project execution through better integration.
- Professional insights: Learn from our team’s deep experience implementing NetSuite for services organizations facing quoting, delivery and billing challenges.
- Actionable strategies: Walk away with proven techniques to streamline workflows from lead to cash and boost client satisfaction and profitability.
This webinar will include a live Q&A session, allowing you to get personalized advice from our advisors. Whether you’re aiming to eliminate system silos, enhance project execution or improve financial insight, this session will give you the tools to take control of your client lifecycle.
