Stop relying on referrals alone. Build a predictable client acquisition system that works while you focus on your practice.
Referrals are great, but they're unpredictable. You can't scale a business on 'hoping' clients recommend you.
When leads do come in, there's no process. Emails get buried, callbacks get forgotten, opportunities slip away.
Without a strong lead flow, you end up chasing every opportunity — even the low-value ones that drain your time.
Inbound, outbound, and follow-up — all automated
80% of sales require 5+ follow-ups
But 44% of salespeople give up after just one. With accounting services, the gap is even worse — most firms never follow up at all.
Our automated follow-up sequences ensure every lead gets nurtured until they're ready to sign — without you lifting a finger.
More qualified enquiries
Response time to leads
Higher conversion rate
Book a free audit and we'll show you exactly where leads are slipping through — and how to fix it.
Looking for a complete solution? See our marketing automation for accountants page.
Book a 15-minute walkthrough and discover quick wins for your practice