Lead response time for accounting firms.
Answered in March, when you have the least time to answer.
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. Most response tooling is either a generic auto-reply that tells the person nothing, or it lives inside a platform that only watches one channel. Enquiries arrive by phone, form, email, text and social, and the ones that come in at the wrong moment are the ones that go cold.
What it covers for
accountants and bookkeeping practices
Software that responds to a new enquiry the moment it lands, so the person hears back from you before they hear back from anyone else.
- First response within seconds, on every channel
- Replies in your own wording, not a template
- Answers the obvious questions before a human is involved
- Escalates to a person the moment the enquiry needs one
- Works the same at 9am and 9pm
- Every response logged against the enquiry
Built around how accountants and bookkeeping practices work
The business that replies first usually wins the job, and that has almost nothing to do with being the best. We build the layer that responds immediately in your voice, with your information, whatever time the enquiry arrives, so your team is following up a conversation rather than starting one.
- 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.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
More for accountants and bookkeeping practices
- Missed calls for accounting firms
- Lead qualification for accounting firms
- After hours enquiries for accounting firms
- Quote follow up for accounting firms
- Website enquiries for accounting firms
- Lead routing for accounting firms
- CRM data entry for accounting firms
- Reviews and referrals for accounting firms
- Lead response time software for every industry
- Lead software for accountants and bookkeeping practices
Straight answers
Will it sound like a robot?
That is the main thing we work on. We build it on your own wording and the answers your team already gives, and the failure case is always to hand over to a person rather than to guess.
What happens if it does not know the answer?
It says so and escalates. We would rather it pass a question to a human than invent something, and we build it to fail in that direction on purpose.
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.
Talk to us about your enquiries
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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