Lead Follow-Up Automation that's actually built for accounting & cpa firms
Most local businesses lose more revenue to slow follow-up than to a small ad budget. Answer a lead in under 5 minutes and you're far likelier to win the job — automation makes that happen every time, day or night.
Most agencies run the same generic lead automation playbook for every client. We don't. For accounting & cpa firms, the problem we solve is demand crammed into a brutal three-month window — and new clients are how we measure the win.
What's included
- Instant text-back the moment a lead comes in
- Multi-step SMS + email follow-up until they book or opt out
- Missed-call text-back so you never lose a ringing phone
- Database reactivation campaigns to past clients
- A simple CRM pipeline your team will actually use
- Reporting on speed-to-lead and booking rate
How Lead Follow-Up Automation works for your accounting firm
Speed-to-lead texting, follow-up sequences, and database reactivation in a CRM — so no lead goes cold and old contacts turn back into booked work.
We focus the work on tax preparation, bookkeeping, and CFO & advisory — what actually pays. Slammed from January through April 15, then a steep drop the rest of the year.
Why it works: One monthly CFO or advisory client is worth far more than a stack of seasonal returns.
Free 30-day trial
No management fees until we book you 5 new customers. No contract. The only cost is your own ad spend — paid to the platform, not to us.
Claim my free trial