Automations for accountants
Past customer win-back for accountants
If you run a small accounting firm with around 80 monthly clients, you've probably seen it: clients send receipts and bank statements late, in every format. This win-back flow takes that job off your plate. Finds people who haven't been back in a while and sends a personal reminder.
The problems it takes off your list
Clients send receipts and bank statements late, in every format. Nobody at a small accounting firm with around 80 monthly clients signed up for that part of the job, and the win-back flow handles it.
What it looks like in practice
Say you run a small accounting firm with around 80 monthly clients. Every week the workflow finds clients whose last visit was a while ago in Karbon. Each one gets a short personal message with a link to book. Replies come straight to you.
How it works for accountants
Step by step, this is what the win-back flow does with your clients.
- A workflow checks Karbon for people who haven't returned.
- They get a short, personal message.
- It includes an easy way to book or buy.
- Replies come to you.
- You see who came back.
Tools it connects to
You keep working in Karbon, Outlook and HubSpot. The win-back flow sits alongside, built with n8n, Twilio and Klaviyo.
Questions from accounting firms
Does the win-back flow work with Karbon?
Often, yes. Before building the win-back flow I check your Karbon account and plan, because some features depend on API access. If there's a gap for your accounting setup, you'll know before you pay anything.
How is client data handled?
For the win-back 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 win-back 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