For accountancy firms

Stop new enquiries going cold in your busiest months.

Prospects get in touch when you have least time to answer. Then the chasing starts: documents, deadlines, year-end. Start with a free visibility score and a review of how your enquiries are followed up.

  • Your visibility score
  • An enquiry follow-up review
  • How you keep in touch with clients

Free, with no obligation. See how it works

  1. 1Enquiry
  2. 2Proposal sent
  3. 3Onboarded
  4. 4Year-end
  5. 5Annual review
Pillar 1 New enquiriesPillar 2 Existing customers, from day one

The problem

Where the time goes, and where enquiries go cold.

  1. 01

    Enquiries cold in busy periods

    A prospect gets in touch in January. The reply comes after the rush.

  2. 02

    Chasing clients for documents

    Reminders sent one by one, by hand, again and again.

  3. 03

    Slow onboarding

    Engagement letters and paperwork stall between emails.

  4. 04

    Deadline reminders done by hand

    Year-end and filing reminders live in someone's head or a spreadsheet.

  5. 05

    No regular review of existing clients

    Nobody asks whether a client needs more help, so they never hear what else you do.

Pillar 1

New enquiries: answered, routed and onboarded.

From the first email to a signed-up client, plus the chasing in between.

01

First response

A system can handle
  • Acknowledges every enquiry straight away and says when someone will be in touch
  • Routes it to the right person by service
Your team still does
  • Has the first real conversation
  • Decides on fit and fees

No tax or accounting advice comes from automation. Advice stays with your team.

02

Undecided prospects

A system can handle
  • Follows up prospects who have not decided, at times you agree
Your team still does
  • Approves the wording
  • Answers their questions
03

Onboarding

A system can handle
  • Sends your onboarding checklist
  • Chases missing documents with reminders
Your team still does
  • Checks what comes in
  • Does the work

Which client data touches which system is your call. We scope it with you before anything is set up.

Pillar 2

Your existing clients: deadlines, reviews and referrals.

Your client list is where the repeat work is. This starts on day one with the clients you already have, not only new ones.

We check how your list was collected and who has opted out before anything is sent. Results depend on your business, your list and its permissions.

01

Deadlines and year-end

A system can handle
  • Reminds clients approaching year-end or a filing deadline
  • Chases what you need from them
Your team still does
  • Sets the dates and what is needed
02

Annual review

A system can handle
  • Prompts clients due an annual review to book one
Your team still does
  • Runs the review
03

Other services

A system can handle
  • Lets clients know about other services you offer
Your team still does
  • Decides who hears about what
04

Referrals

A system can handle
  • Asks happy clients for a referral at the right moment
Your team still does
  • Approves the wording and timing

The free review

Your free visibility score and enquiry follow-up review.

One free review, covering new enquiries and the customers you already have.

What you get

  • 1
    Your visibility score from SearchScore: AI search, SEO and conversion, with a fix list
  • 2
    A review of what happens after someone enquires: how fast, who replies, and what happens if they do not decide
  • 3
    A look at how you keep in touch with existing clients
  • 4
    The first fixes we would suggest

What we need from you

  • Your firm's website
  • Answers to three quick questions
  • Optional: a short call about onboarding

The visibility score comes from SearchScore. The enquiry follow-up review is done by a person at AscendX.

After your review

The work we can set up with you.

Proposed scope, agreed with you after your free review. Nothing here is switched on until you approve it.

Enquiry capture

Every enquiry acknowledged straight away and routed to the right person.

Onboarding

Your onboarding checklist and document-chasing reminders.

Deadline reminders

Year-end and deadline reminders for existing clients.

Nurture

Follow-up for prospects who have not decided yet.

Re-engagement and referrals

Annual review prompts and referral requests.

CRM tracking

Where every enquiry and client is, and revenue linked to follow-up.

Scoped after your free review. No prices on this page.

What we'd track

See where every enquiry and customer is.

A simple CRM view of each person in the journey, with revenue linked to follow-up.

Journey viewExample view, not real data
Enquiry
Priya S.Limited company, payrollRouted to Ben
Revenue linked to follow-up
Proposal sent
Mark O.Self-assessmentFollow-up due
Revenue linked to follow-up
Onboarded
Clare W.Two documents missingReminder sent
Revenue linked to follow-up
Year-end
Northfield LtdYear-end approachingRecords asked for
Revenue linked to follow-up
Annual review
Hannah B.Review dueInvite sent
Revenue linked to follow-up

Revenue linked to follow-up shows who was followed up and later paid. It does not prove the follow-up caused the sale. That needs a proper test, such as a group that gets no follow-up.

Free review

Start with your free review.

Your free visibility score and enquiry follow-up review, with the first fixes we would suggest.

Your questions, answered

Still deciding? Start with the free review.

What do you do with my details?

We use them to prepare your free review, send it to you and talk to you about it. We only send marketing emails if you tick the consent box, and you can ask us to delete your details at any time. See our privacy notice for the full picture.

Do I need to change my software?

No. We work with the tools you already use, where they allow it. If something is missing, we say so in your review before anything is set up.

Will it give my clients tax advice?

No. It handles acknowledgement, routing, reminders and admin. Tax and accounting advice stays with your team.

What client data does it use?

That is your call. We scope with you which data touches which system before anything is set up.

Is the visibility score the same as the Revenue Growth Score?

No. The visibility score comes from SearchScore and looks at your website. The Revenue Growth Score is part of the wider Growth Blueprint, built with you if you work with us.

What does it cost?

The review is free. The work behind it is scoped after your review, and you see the scope and price before anything starts. There are no prices on this page.