The leads Distribution system
How it works!
FREE Find-an-accountant service
to small and medium-sized business and Entrepreneurs and bring
clients looking for an accountant or bookkeeper to find and connect
with a service provider in our exclusive directories for accountants
and bookkeepers. In addition, our Find-An-Accountant service
system includes a request form system to allow client to send us a
request to connect them with the right accountant for their
business. These request becomes the leads for distribution.
these leads are received
they are added to our available leads database and our
system sends an email notification to
all accountants and
bookkeepers listed in our directories, notifying them of the lead received
from a potential client looking
for an accountant or bookkeeper and requesting to be contacted.
The email will read::
________________ Today we are referring to you
________ pre-qualified lead (s) for you review.
Leads are available in
our leads database on a first a claim basis. However,
keep in mind only claim leads that are closest to your
business or office location to allow us to only connect
clients with accountants located near their office or
To claim leads, enter
the answer to the question and sign in with your email
Not yet listed in our
to list your
practice or bookkeeping business.
Following the notification to accountants and bookkeepers in our
directory, if the lead is claimed by an accountant or bookkeeper, it
is removed from our available leads database and placed in our leads
acquisition history database.
lead is published to our
claim leads webpage
make it easy for accountants and bookkeepers not yet listed in our
directory to know what leads are available and how to get these
leads to grow their client base..
The Leads management system
we receive request from clients looking to retain the services of an
accountant ort bookkeeper,
we send the client requesting to be contacted a confirmation email
asking them to notify us if no accountant or
bookkeeper contacted them within five days.
we receive a reply email indicating that they were not contacted and
still looking for us to connect them with an accountant or
bookkeeper, we will send the lead information to one of our sales
to have them find an accountant or bookkeeper in the client location
or close to, and encourage them to list their practice to allow us to
provide them with the lead and position their practice or
bookkeeping business to get more leads and referrals.
In addition, under our leads distribution system, as new accountants list their practice, they can go to the
leads page and claim available leads of clients in their location.
This also serves to alert and encourage accountants in the
directories to know what leads are available and potentially let
other accountants in their social circle know about the availability
of qualified leads from clients looking for an accountant.
This is an exclusive low cost client acquisition
marketing and promotion service system.
So if you are serious about getting client, our unique service and
support system is a great low cost way to do that and grow your client base.