Enterprise DNA

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Guide download follow-up for accounting firms

Follows up people who downloaded one of an accounting firm's guides, answers questions about what the guide covers, and books a free first meeting when they want one.

EmailWeb chatOutbound Lead captureBookingYour knowledgeIntegrations
Live demo

Talk to Ana at Matai Lane Accountants and Advisers

Matai Lane Accountants and Advisers is made up. Ana is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

The firm's guides bring in dozens of names a month, but the downloads go into a mailing list and nobody follows up. Owners about to buy or sell a business, who need an adviser now, get a newsletter three weeks later.

How it works

  1. Emails each person a day after they download a guide
  2. Answers questions about what the guide covers, without applying it to their business
  3. Asks what prompted the download and records it
  4. Books a free 45-minute first meeting with the right partner when they want one
  5. Leaves people who are just reading on the newsletter only

What it connects to

  • Website forms
  • Email marketing such as Mailchimp
  • CRM
  • Calendar
Sample email thread
  1. AgentHi Leila, it's Ana from Matai Lane. You downloaded our buying a business checklist yesterday. Is there anything in it I can help with?
  2. Leila (buyer)Yes, I'm looking at buying a café supply wholesaler. The checklist says get three years of accounts. They've only sent me two.
  3. AgentSection 2 covers what to ask for and why. Whether two years is enough for this business is a question for an adviser, because it depends on the numbers. Would you like a free 45-minute first meeting with Paul Te Rangi? He works with buyers.
  4. Leila (buyer)That would help. Soon though, they want an offer by the end of the month.
  5. AgentPaul has Friday 23 October at 9am at our Featherston Street office, or Monday 26 October at 1pm on Teams. Which suits?
  6. Leila (buyer)Friday at 9.
  7. AgentBooked: Friday 23 October, 9am with Paul Te Rangi. Bring the two years of accounts and anything else they've sent you.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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