Lead Generation for Accounting Firms

An owner asks three or four offices for a price and tends to stay with the one that answers properly and first.

• The enquiry form collects what a fee depends on, so the office can reply with a figure and with what it covers, instead of a request to ring back.
• The reply goes out in writing and lists what is included and what is charged separately, such as annual accounts or help during a tax inspection.

The office phone rings all day with existing clients asking about invoices, and a new owner gives up after two attempts.

• New enquiries get their own route: a separate option on the phone or a form, and one named person who checks it several times a day.
• In the weeks before a filing deadline, missed calls are logged with the hour and returned in a fixed slot, and the automatic reply says honestly when an answer will come.

Quotes are compared for a while, and silence does not always mean no.

• The person who sent the quote rings once on an agreed day to answer questions about the switch, which is the part owners fear most.
• Each enquiry is recorded with the kind of business, the fee quoted and the outcome. Lost ones get a reason, such as price, timing or staying with the current accountant.