For UK accountancy & bookkeeping firms

Stop losing client enquiries before they become clients.

  • Every enquiry captured.
  • Every enquiry acknowledged.
  • Every enquiry tracked.
  • Every opportunity protected.
Take the intake assessment See how it works
No software replacement · No disruption · Live in 10 working days
Where enquiries arrive
Website form
Email
Phone
WhatsApp
Intake control layer
One view
12
Logged today
4m
Avg. response
0
Unaccounted
The hidden revenue leak

Most firms don't have a marketing problem.
They have an intake control problem.

Enquiries arrive through four separate doors. Each one lands somewhere different. None of them talk to each other.

Website form
Routed to a shared inbox nobody owns.
Phone
Details written down, or not written down.
Email
Buried under client work by mid-morning.
WhatsApp
Sits on one partner's personal phone.
↓   different inboxes   ↓   no visibility   ↓
You never see the clients you almost had. The loss is silent. There is no report for the enquiry nobody answered.
The framework

Three stages. One controlled process.

Installed alongside the systems your practice already runs. Nothing is replaced.

Stage one

Capture

  • Website enquiry form
  • Email enquiries
  • Phone enquiries
  • WhatsApp messages
  • Normalised into one intake layer
Stage two

Respond

  • Prospect acknowledged in seconds
  • Enquiry assigned an owner
  • Partner notified internally
  • Follow-up window opened
Stage three

Control

  • Live status on every enquiry
  • Anything unactioned is escalated
  • Response times measured
  • Complete partner visibility
What changes

The same enquiry, two different practices.

Before
  • × A partner checks the inbox when they remember
  • × No named owner for a new enquiry
  • × First reply lands days later, or never
  • × Follow-up depends on somebody's memory
  • × Missed enquiries are invisible
After
  • ✓ Every enquiry logged the moment it arrives
  • ✓ Ownership assigned automatically
  • ✓ Prospect acknowledged within minutes
  • ✓ Unactioned enquiries escalate on their own
  • ✓ Nothing leaves the system unaccounted for
See it in action

One enquiry. Watch what the system does with it.

A prospect fills in your website form at 19:40 on a Thursday. Nobody is in the office. Here is exactly what happens next.

yourfirm.co.uk  ·  New enquiry
|
|
|
|
|
Intake control layer
19:40
Waiting for enquiry...
To sarah@mitchellco.co.uk
Thank you for your enquiry

Dear Sarah, thank you for getting in touch. We have received your enquiry regarding annual accounts and a member of the team will contact you within one business day.

To +44 7700 900123

Hi Sarah — thanks for your enquiry about annual accounts. Someone from our team will be in touch shortly.

▲ To your team · Internal alert Sent · 19:40
To practice@yourfirm.co.uk
New enquiry logged — Sarah Mitchell

Enquiry received via website form. Please assign an owner. If unactioned within 48 hours, an escalation will be triggered automatically.

◐ Escalation · 48hr window Scheduled
Fires if enquiry remains unactioned

The control layer will automatically alert the partner if this enquiry has no assigned owner or response by 19:40 on Saturday.

Partner visibility

What a controlled intake looks like on a Tuesday morning.

One view. Every open enquiry, its owner, and how long it has been waiting.

Intake ledger — live Tuesday · 09:14
Today
12
Responded
9
Pending
2
Escalated
1
Avg. response
4 min
ProspectServiceChannelWaitingStatus
J. ThorntonBookkeeping & VATPhone3d 02hEscalated
P. SharmaStart-up adviceWebsite0d 19hAwaiting reply
M. ChenAnnual accountsWebsite0d 00hOwned · RT
A. OkaforPayrollWhatsApp0d 00hOwned · KL
S. MitchellAnnual accountsEmail0d 04hAwaiting reply
Intake health check

How mature is your client intake?

Eight questions, about two minutes. You'll get a maturity score and the specific gaps we'd look at first.

Question 1 of 8
Question 01
0
Maturity score
—

    Book my intake review
    Revenue at risk

    Put a number on the enquiries you never hear back from.

    Enquiries received each month40
    Average annual client value£2,500
    Enquiries lost to slow follow-up6%
    Of those, how many would have signed30%
    Enquiries per year480
    Lost to slow follow-up29
    Clients never signed9
    Annual revenue at risk(£21,600)
    Figures are indicative and based on the assumptions you've set. Shown in brackets in the accountancy convention for a negative balance.
    Implementation

    Ten working days, start to finish.

    Day 1

    Discovery

    We map every route an enquiry currently takes into your practice, and who is accountable at each point.

    Day 3

    Process design

    Acknowledgement wording, ownership rules, escalation windows — agreed with you before anything is built.

    Day 5

    Implementation

    The control layer is configured alongside your existing systems. Nothing your team uses is replaced.

    Day 8

    Testing

    Live enquiries are run through every channel and checked end to end with your team present.

    Day 10

    Go live

    The ledger opens. From this point every enquiry into the practice is captured and accounted for.

    Next step

    Book your free intake review.

    Twenty minutes. We walk through how enquiries reach your practice today and where they're most likely to be leaking.

    Book my intake review
    20 minutesNo obligationNo software replacementNo disruption