Accountants · STN 04 — Chase
Every quote
chased down.
Enquiries concentrate around tax time, exactly when the practice is least able to answer the phone. Sent is not the same as answered. Every open quote gets followed until it is one or the other. Without it, a year of quotes sent and never followed up, sitting in a folder as unanswered maybes — and for accounting practices, bookkeepers and tax agents, that adds up to $35,600 a year.
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What it is costing now
$35,600
a year for accounting practices, bookkeepers and tax agents. Struck through because it is recoverable.
Based on 3 unanswered enquiries a month at $2,200 average engagement value, of which 45% would have converted. Your leak audit uses your numbers, not these.
What changes
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
Every quote you send is followed up on day 2, day 5 and day 9 — automatically, in your voice, until you get a yes or a no. Most quotes are not lost to price. They are lost to silence, because following up feels like nagging and Friday never comes. On the line this sits at station 4, chase — the point where enquiries either turn into engagements or quietly stop. A proposal sent in the busy weeks is rarely followed up, and an unanswered proposal is a lost annual client.
The board — Accountants — chase station
RUNNING- ThuProposal #88 — advisory, $4,800/yrDay-5 chaseSigned
- 06:00Shift summary → partner's phoneReport2 engagements signed
- Mon 8:40New client — small business taxWeb formConsult booked
- Mon 18:12Missed call — BAS questionMissed callCallback booked
How it runs
What quote follow-up on day 2, 5 and 9 changes for accountants
01
The quote goes out
However you send it — the follow-up schedule starts the moment it does.
02
Day 2
A short check that it arrived and made sense.
03
Day 5
A nudge that answers the objection this kind of job usually stalls on.
04
Day 9
A straight close: still interested, or should we release the slot.
05
It stops on an answer
A reply ends the sequence immediately. Nobody gets chased after they have replied.
Straight answers
Quote follow-up on day 2, 5 and 9 for accounting & bookkeeping — questions people ask
- I don't want to hassle people.
- Three messages over nine days is not hassling — it is the amount of follow-up that separates a business that gets an answer from one that guesses. It stops the moment they reply either way.
- Our clients expect a professional relationship, not automation.
- They expect a reply. Automation covers the enquiry, the booking and the reminder — the advice and the relationship stay entirely yours, with more time for both.
- Can it handle confidential information?
- It captures contact details and the nature of the enquiry, then books. Financial detail is exchanged through your existing secure channels, not the chat.
Same trade
Everything else that runs on a accountant line
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
Database reactivation
Booked work from people who already know you. No new ad spend.
Appointment reminders
A booking that does not show up cost you the same as one you never took.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Same station
Quote follow-up on day 2, 5 and 9 in other trades
Accountants · Quote follow-up
Find your leak
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