Sales Automation · Accounting & Advisory Firms
Sales automation for accounting firms: proposals, onboarding and renewals without manual work
Sales automation in an accounting firm means taking the mechanical side of winning and keeping clients off the accountant and the administrator — answering enquiries, building proposals, onboarding, renewing fees, sending reminders — so the practice can grow without every ten new clients requiring another admin hire.
Where the time goes
- Answering price enquiries with a hand-written email, two days later.
- Building proposals in Word client by client, with the same blocks every time.
- Onboarding: collecting data, documents, opening the folder, explaining how to send invoices — two hours per client.
- Renewing by inertia, without raising the fee and without explaining the value delivered.
- Chasing deadlines by hand, client by client.
What gets automated, in order
- Reply and qualification of every commercial enquiry: type of company, entities, payroll, activity — and a call booked with the accountant.
- Proposal in minutes: from four data points, the proposal with the right fee, in the firm's format, ready to review and send.
- Proposal follow-up at 3, 7 and 14 days, stopping on its own when the company replies.
- Client onboarding: data and document collection, ERP setup, folder, instructions and deadline calendar.
- Renewals with an argument: early alert, summary of the year's work and an updated fee proposal.
- Automatic deadline alerts to clients and team.
What doesn't get automated
The first meeting with the company, the fee negotiation and any tax question. What gets automated is everything around the relationship, so the accountant has time for it.
How it's rolled out
In phases, without stopping the practice: document the real process, automate one step, test two weeks, move on. On our sales automation, combined with the AI agent for accounting firms and back-office automation.
Results from financial and advisory businesses we've worked with
Paid campaigns + landing page + follow-up · clients not named
- Lead → appointment (financial advice)
- 15%
- 799 leads · 121 appointments
- Lead → appointment (high-intent product)
- 45%
- 371 leads · 169 appointments
- Revenue attributed to one campaign
- €747,873
- from 1,559 leads
Accounting & Advisory Firms: see how this would run for you
Start with the free diagnostic or book a strategy call directly.
Frequently asked questions
What gets automated first on the commercial side of a firm?
The reply to whoever asks about services, and the proposal. Today a company writes, waits three days for a Word proposal, and meanwhile signs with someone else. With the proposal built in minutes from four data points, the firm wins on speed without cutting price.
Can onboarding a new client be automated?
Almost entirely: collecting data and documents, creating the client in the ERP, opening the folder, sending instructions on how to submit invoices, and the client's deadline calendar. What's left for the accountant is the first meeting and checking everything lines up.
And fee renewals?
Each client with its date, an early alert to the accountant, a renewal proposal with what was done that year and the updated fee. You stop renewing by inertia and start renewing with an argument.