Quote follow up for accounting firms.
Proposals chased without taking a partner off client work.
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. Follow up is a memory problem, not a sales problem. It gets done when things are slow and forgotten when things are busy, which is precisely backwards, because a busy month is when the pipeline for next month is being lost.
What it covers for
accountants and bookkeeping practices
Software that follows up every quote you send, so the ones that go quiet get chased without anybody having to remember.
- Every quote followed up on a schedule
- Follow ups that reference the actual job
- Stops the moment the customer replies
- Flags the ones that are genuinely gone
- Nothing depends on anybody remembering
- Outcomes recorded so you know your win rate
Built around how accountants and bookkeeping practices work
Quotes are the most expensive thing most businesses produce and the least consistently followed up. The work is already done, the price is already out, and then nobody wants to be the one who chases it.
- 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
- Lead response time for accounting firms
- Missed calls for accounting firms
- Lead qualification for accounting firms
- After hours enquiries 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
- Quote follow up software for every industry
- Lead software for accountants and bookkeeping practices
Straight answers
Will it annoy customers?
It follows up on a schedule you set, it references the actual job so it does not read as spam, and it stops immediately on a reply or a request to stop.
Does it work with how we already send quotes?
Usually yes. We build to the system you already use rather than asking you to move your quoting somewhere new.
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
StartContact us
Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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