Automations for accountants
Lead follow-up sequence for accountants
Polite, spaced follow-ups for leads who went quiet, stopping as soon as they reply. For accounting firms, it matters most while you're deep in year-end season. The usual trouble: clients send receipts and bank statements late, in every format.
Where accounting firms lose time today
Clients send receipts and bank statements late, in every format. It sounds small, but for accounting firms it repeats every week. The lead follow-up flow takes it over.
What it looks like in practice
Take a three-person bookkeeping practice as an example. A client asked for information two weeks ago and went quiet. They get a short follow-up after three days and another a week later with something useful. On the second message they reply, the sequence stops and you're notified.
How it works for accountants
For a three-person bookkeeping practice, the flow is short and predictable.
- A lead in HubSpot has had no reply.
- A short follow-up goes out after a few days.
- Further messages are spaced out and vary in content.
- Any reply stops the sequence and alerts you.
- Cold leads are tagged for later.
Tools it connects to
For accounting firms, I usually connect it to Outlook and HubSpot. It runs on n8n, Gmail and Twilio behind the scenes.
Questions from accounting firms
Does the lead follow-up flow work with Outlook?
It depends on your Outlook plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the lead follow-up flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The lead follow-up flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built