Management and Distribution System
To meet the high volume of requests from
potential clients created by our client
acquisition marketing system,
service, asking us to refer them to an
accountant or bookkeeper located near-by, we have added a new
approach to getting
the leads being received
accountants and bookkeepers as received.
The new approach: A Locked-in Leads Distribution
This new approach will deliver the
received direct to the
computer in-box or smart phone of accountants
and bookkeepers in
Directories on a first choice basis, based on their
postal codes or zip codes
location closest to the lead source
How it will work!
Lock-in leads are on a first choice basis
When you list your practice
or bookkeeping business in our directory after
system will send you a welcome letter with
password credentials for use in login in to the
lock-in leads management database to submit the
postal codes or zip codes you wish to lock-in to
receive all leads from the specified postal code
or zip code locations.
Once you receive your
login credentials, simply go to the lock-in
leads management web page and enter and submit up to
two Postal Codes or Zip Codes you wish to
lock-in to receive all leads from on a priority
In addition, the login
credentials provided will be the same for use in
accessing the general leads database to claim leads
listed from clients you wish to add to your
client base that was not previously claimed.
Under this lock-in leads
system, you will have exclusive leads ownership
on a first claimed and locked for up to three postal codes or zip codes. You will
have exclusive for your main business address
postal code or zip code as well as the two
additional postal codes or zip codes you
submitted to be locked in for delivery to you.
Since the lock-in leads
system is on a First-come, First Claim Basis System,
in the event one or all of your postal codes or
zip codes are located in extremely active client
areas and you are unable to provide services to
the high volume of leads you are receiving, we
ask that you send us an email with the lead
source information you are unable to action, to allow us to add these
client leads to
to allow other
accountants located in those areas to easily download
these leads and provide the services being
This leads distribution
system includes the flow of telephone request
received from clients who prefer to call us with their
request to find them an accountant.
As these leads are received, a
telephone leads form
is completed that places the lead into the leads
distribution database that automatically delivers
these leads to
accountants and bookkeepers listed in our directories by locked-in postal
or zip codes.
This locked-in Leads management and distribution
Free for one year
to accountants and bookkeepers who list their
October 31, 2017.
a one time fee of $100 will apply.
A great way to
create a steady flow of qualified leads and
referrals from businesses located near you.