The Client You Lost and Never Knew You Had
A high-value prospect found your firm, filled out the form, and got one good reply. Then the decision took weeks — because it always does. The fifth follow-up never went out, and they quietly signed with the firm that stayed in touch. The Client Follow-Up Engine sends that sequence for you, in your voice, for as long as the decision takes.
- ✓ Automated multi-touch follow-up on every new-client inquiry
- ✓ A review & reputation engine that builds the trust prospects vet you on
- ✓ A booking link that turns interest into a scheduled consult — with reminders
From Inquiry to Booked Consult in Four Steps
No new software for your clients to learn, nothing for your team to remember — the sequence runs on its own from the moment an inquiry lands.
An inquiry comes in
A new-client inquiry lands from your web form, phone, directory listing, or a referral. It enters the system with contact details logged.
The nurture begins
An automated, multi-week sequence goes out in your professional voice — a fast first reply, a helpful second touch, then steady, spaced follow-ups across the weeks the decision takes.
The prospect books a consult
Every touch carries a booking link tied to your real calendar. Interest turns into a scheduled consultation — and reminders cut the no-shows.
You sign the engagement
You do what you do best in the room. Every inquiry is captured, nurtured, and tracked by name, so nothing goes cold while you're heads-down.
One Client You Let Go Cold Pays for a Year
A new accounting client is rarely a one-time job. Recurring bookkeeping, annual tax and advisory work runs $2,000–$5,000 a year — and over a typical 5–7 year relationship, that's $10,000–$35,000 in lifetime value. The decision to hire you takes weeks, sometimes months, because a stranger is choosing who to trust with their financial life.
Most firms follow up exactly once. You're not losing clients you can see — you're losing the ones who inquired, got one reply, and quietly signed with the firm that stayed in touch. A single recurring client kept from going cold covers the system for a year and more.
Get Your Numbers — Free AssessmentIllustrative figures based on common recurring-engagement values for small accounting firms. Your numbers will differ — bring your own client value and inquiry volume to the assessment and we'll map the leak together.
Simple, Transparent Pricing
Two ways in. Month-to-month, no long-term contract. Done-for-you setup included in every plan.
- ✓ Automated multi-touch follow-up on new inquiries
- ✓ Consult booking link tied to your calendar
- ✓ Monthly Pipeline Scoreboard (inquiries captured & nurtured)
- ✓ Review-request engine (compliant)
- ✓ Done-for-you setup
- ✓ Everything in Starter, plus:
- ✓ Longer educational nurture sequences
- ✓ No-show consult reminders
- ✓ Tax-season overflow text-back valve
- ✓ Full Pipeline Scoreboard (consults booked, by source)
- ✓ Reputation & reviews management
Email nurture starts within days of onboarding. SMS follow-up switches on once your carrier registration (the approval required for business texting) clears — typically 1–3 weeks. We file it day one and email carries the load while it processes.
Built for Firm Owners, Not Marketing Departments
Everything is written, configured, tested, and managed by DPTC — you stay in the client work.
Automated Nurture Sequences
A multi-week email and SMS sequence in your professional voice — sent automatically to every new inquiry across the weeks a trust decision actually takes.
Consult Booking & Reminders
Every touch carries a booking link tied to your real calendar. Automated confirmations and reminders cut the no-shows on the consults you earn.
Review & Reputation Engine
Invite clients to leave an honest review at a natural moment — a filed return or completed close — to build the Google trust prospects check before they call.
Pipeline Scoreboard
A monthly report that names the outcome: inquiries captured, in active nurture, and consults booked, by source — so the value is a receipt, not a guess.
Tax-Season Text-Back Valve
When the phone rings 400% more Jan–Apr and calls go to voicemail, an unanswered new-client call gets a text with your booking link — captured into the nurture engine.
Done-For-You Setup
DPTC writes the sequences, configures, tests, and maintains the whole system. Email nurture is live within days; SMS follows once A2P registration clears.
Built to Respect the Rules You Practice Under
Licensed firms carry advertising-ethics and confidentiality obligations. Your setup is written to stay inside them from day one.
Consent-Aware Follow-Up
We follow up only with prospects who reached out to you first — inbound inquiries, not cold solicitation. Every email and text honors opt-out instantly, and SMS sends through carrier-registered business messaging.
Honest Reviews, No Gating
Review requests go to clients broadly at a natural trigger — a filed return or completed close — inviting an honest review. We never screen for happy clients or gate reviews, keeping your firm clear of FTC and Google policy.
Client Confidentiality Respected
Copy goes out in your professional voice — accurate, non-exaggerated, no outcome claims. Nothing scrapes, publishes, or implies confidential client information. If your state board has a specific rule, we build around it.
Frequently Asked Questions
Does this replace my staff or admin?
Is this compliant with CPA advertising rules?
How fast does it start?
Do you guarantee I'll sign new clients?
Is there a long-term contract?
Stop Losing the Inquiries You Already Earned
You already do the hard part — earning the inquiry and winning the room. The Client Follow-Up Engine makes sure the prospects who take weeks to decide don't go cold before they book. Start with a free Pipeline Leak Assessment — no pressure, no contract.
Book Your Free Pipeline Assessment Call 407.795.5538