Lead qualification for accounting firms.

Business clients separated from one page returns before a meeting.

Accounting enquiries are seasonal and arrive in a rush, usually tied to a deadline. The firm is at its busiest at exactly the moment the most prospective clients are looking, which is why enquiries from March onward tend to go unanswered. Generic qualification asks generic questions. What makes an enquiry good for you is specific: the suburb, the job size, the timeframe, whether they already have consent, whether they are insured, whether they have three other quotes.

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What it covers for
accountants and bookkeeping practices

Software that works out which enquiries are worth your time before anybody on your team spends an hour finding out.

Qualified against your own criteria, not a template
Asks the questions your team would ask anyway
Budget and timeframe surfaced before a site visit
Out of area and out of scope handled politely
Everything captured in the first conversation
Scored so your team knows what to open first

Built around how accountants and bookkeeping practices work

The cost of a bad lead is not the lead, it is the site visit, the quote and the two follow ups before it goes quiet. We build qualification around your own criteria, so what reaches your team is work you would actually take.

Enquiries answered during the busy season
Business clients separated from individual returns
Onboarding information gathered before the first meeting
Existing client questions kept separate from new work

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

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*Every engagement is scoped and quoted up front. Results vary by workflow and business.

More for accountants and bookkeeping practices

Questions accountants and bookkeeping practices ask

Who decides what counts as a good lead?

You do. We build the criteria from how you already decide, then adjust it as you see what comes through.

Will it turn away work we would have taken?

It is built to hand over rather than reject when it is unsure. Anything borderline goes to a person with the reasoning attached.

Can it tell a business client from an individual?

Yes, and for most firms that is the single most valuable split, because they represent very different amounts of work and revenue.

Can it collect onboarding information?

Yes, and this is often where it pays for itself. The structure, the entities, the software they use and the year end can all be gathered before anybody meets.

What about existing clients?

They are routed differently. An existing client with a question should not be treated like a new enquiry, and that is a rule we build in early.

Lets find the leak

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.