Accountancy practices
A sales funnel is just the road from interested to signed
For a practice it is not a sales pitch, it is the path between somebody wondering whether to change accountant and somebody sitting in your first meeting. Most of that path is currently a contact form and a hope. We build the pages, the follow-up and the booking so a decision that takes weeks does not fall over in the gaps.
The outcome
Changing accountant is a slow decision, and slow decisions leak
Nobody switches on impulse. There is a trigger, then weeks of putting it off, then a shortlist, then a conversation with a business partner or a spouse. A practice that only exists at the moment of the enquiry is absent for the whole of that. The work here is being present, usefully, across the gap, without anyone in the practice having to remember to chase.
The parts of the path we build
- A page that answers the question they actually have
- Not a brochure. Whatever the enquiry is really about: a switch, a first set of accounts, a growing payroll, the page it lands on speaks to that one thing and asks for one action.
- Follow-up that runs without anyone remembering
- The second, third and fourth contact are where most of the value sits and where practices almost always stop. It runs on its own, in your firm's name, and stops the moment they reply.
- A first meeting they can book themselves
- Asking somebody to email to arrange a time adds a week and two more chances to change their mind. They pick a slot that is genuinely free and it lands in the right diary.
- The whole path visible in one place
- Which enquiries are live, what was said, what is due next. Not so the enquiry can be managed as a pipeline, but so nothing is dropped because the person who took the call is on holiday.
What it’s worth
The gain is almost never more enquiries
It is the same number of enquiries losing fewer of them. A practice that speaks to everyone who asks, follows up twice more than it does now, and makes booking a first meeting effortless will convert noticeably more of exactly the traffic it already has, before a penny goes on advertising.
The cost of not doing it is invisible, which is why it persists. An enquiry that went quiet is indistinguishable from an enquiry that was never serious, so nobody investigates, and the same amount leaks every quarter.
How it’s built
Your pages, your data, your firm's name on all of it
The funnel runs on infrastructure registered to your practice, and every enquiry it captures is yours. Nothing is held hostage in a platform you rent, and if we stop working together the path keeps running exactly as it did.
- Registered to your businessThe numbers, the database, the automations, the website and every call record sit in accounts in your organisation's name.
- We hold access, not ownershipOur route in is a permission you grant, and one you can withdraw without anything stopping.
- If we stop working togetherThe system keeps running and nothing has to be exported, because none of it was ever somewhere else.
What it takes
Find the leak before building anything
The free Leak Check follows the path a prospective client actually takes through your practice and shows where it breaks. Often it is one step, and one step is a much smaller project than a funnel.
What owners ask first
Is this not a bit aggressive for a professional practice?
It would be if it were written that way. Nothing here involves pressure, countdown timers or discounting, none of which work on this buyer anyway. It is the same follow-up a good partner would do by hand if they had the time, done consistently rather than when someone remembers.
We already have a website. Does it need replacing?
Usually not. Most practice sites are perfectly decent brochures that were never asked to convert anything. Adding the path: the pages an enquiry lands on, the follow-up behind them: is a smaller and cheaper job than a rebuild, and we will tell you when a rebuild genuinely is the answer.
Who writes the emails? They have to sound like us.
We draft, you approve, and nothing goes out in your name that a partner has not read. The sequences are short and plain, a professional practice sounding like a marketing funnel is worse than no follow-up at all.
What happens when somebody replies?
The automation stops immediately and a person takes over. That is a hard rule. The most damaging thing a follow-up can do is send its next scheduled message after a real conversation has already started.
Can we see it working before committing?
The Leak Check shows you what currently happens to an enquiry into your own practice, which is the honest version of a demo. After that we agree a two-week baseline, so any improvement is measured against your numbers rather than a promise.
Free · No install · Results in 48 hours
Find out what's recoverable in your practice
We contact your practice the way a prospective client would, by search, phone and web form, then show you the fees you could be winning. Scored on three things: are you found, is the enquiry answered, does anyone chase it.