For UK Accountancy practices
You answer clients' questions. Who answers theirs?
Practices lose most of their pipeline in the gap between first enquiry and signed engagement letter — and most of their LTV in the gap between year-ends. We fix the five moments in between.
The five moments
Where practices win or lose the client.
#MomentFailure todayWhen it works
M1 The first enquiry Generic form. 48-hour reply. Prospect has already booked a Zoom with another firm. "Someone called me back inside the hour and asked three questions I hadn't thought of."
M2 Pricing conversation Vague fee quoted, scope creeps, fixed fee becomes an argument in month 4. "Three tiers on one page. I picked one. No surprises since."
M3 Onboarding PDF of 40 questions. Prospect ghosts. Engagement letter never signed. "Filled out 20-minutes of questions on my phone on the train."
M4 Year-end handoff Client chased for records. Extension filed. Relationship frosty. "I got a checklist in October and a reminder a week before the deadline."
M5 Fee review Annual price rise in an email. Client leaves silently. "A 10-minute call in March. They showed me what had changed."
Next step
Want an accountancy scorecard?
Two minutes, six questions. Your estimated monthly bleed.