Keep the new client enquiry
Alice can ask what the caller needs help with, such as accounts, a tax return, payroll or bookkeeping, whether they are a sole trader or a company, and when to call back. She does not give tax or accounting advice. The call is logged and the details come to the practice.
Follow up the first conversation
A new enquirer gets an agreed text or email with your booking link for an initial call. Fees, engagement letters, identity checks and advice stay with your practice.
Revisit enquiries that went quiet
We can send one approved message to eligible past enquirers who did not sign up, after checking the list and opt-outs. You must have the right to contact them. We do not promise a new client.
Bring in more enquiries
When you want more work coming in, we run one agreed advertising channel with a landing page and connect every new enquiry to follow-up. Advertising spend is separate and agreed in writing.