If you're not the first accountancy practice to respond, you're already behind. Our system ensures every new enquiry gets a warm, personalised reply within 5 minutes — day or night.
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It's 7 PM on a Tuesday. A local business owner finally sits down after a long day to look for a new accountant. They fill out the contact form on your website. Since they want to get this sorted quickly, they also message two other firms they found on Google.
You see the email notification pop up on your phone, but you're having dinner with your family. You make a mental note to call them first thing tomorrow morning.
By the time you reach out at 9 AM the next day, they've already booked a discovery call with a competitor. Larger practices and online accountancy platforms use automated systems to reply instantly, making the prospect feel valued immediately. You lost the client simply because you were off the clock.
Larger competitors and online platforms have the advantage with automated systems that respond instantly.
If your average client is worth £3,600 a year in fees and you lose just 1 client a month to slow follow-up, that's £43,200 a year walking out the door.
Based on industry average figures
Our n8n automation system captures every inbound enquiry and sends an instant, personalised acknowledgement within 5 minutes — day or night, weekday or weekend. It gathers the exact qualifying questions you need for your industry: Are you a sole trader, limited company, or partnership? What is your approximate annual turnover? Do you currently have an accountant, or is this a new setup? What services do you need (e.g., bookkeeping, tax return, payroll, VAT)? When are you looking to start?
A contact is created in your CRM or email system with all their qualifying details attached. You receive a notification with a fully qualified enquiry, and you can respond personally when it suits you.
Respond to every enquiry within 5 minutes.
A small business owner or individual submits an enquiry from any channel, any time.
Within 5 minutes, they receive a warm, personalised reply that sounds exactly like you wrote it.
The system automatically gathers 4–5 key qualifying questions specific to your business.
A contact is created in your CRM or email system with all their qualifying details attached.
Built and managed by us. You don't need to learn anything or log into anything.
Our system ensures you never miss an enquiry, capturing leads 24/7 for your accountancy firm.
Responses are trained on your tone, ensuring every message feels personal and professional.
Gathers specific information needed for accountancy firms to qualify leads effectively.
Every enquiry is logged in your existing system or a simple CRM, keeping all details organised.
Seamlessly integrates with your calendar to allow easy booking of consultations.
Automated requests for initial tax or business reviews, ensuring client confidentiality and GDPR compliance.
Common concerns from accountancy professionals, answered honestly.
Fixed scope. No hourly rates. No surprises.
Both packages start with a free mapping call. Nothing is committed until we've both agreed it's the right fit.
It's not a sales pitch. It's a working session. Here's what we cover.
We get a clear picture of what you're using, how data moves between them, and where things are falling through the cracks or being done manually.
We work through a structured gap analysis together to identify where automation would have the highest impact for your business right now.
You get a written Automation Opportunity Map showing a clear picture of where your business is today, your desired state, and a clear path between the two.
If there's a fit, we'll scope the work and propose either the Starter Build or Jumpstart. Fixed scope, no hourly rates, no surprises.
See what's inside your Automation Opportunity Map
We take on a small number of new clients each month. Free, no obligation.
Typically 30–45 minutes.