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Your business: Accountants & bookkeepers
Accountants & bookkeepers

Organise accounting enquiries and administrative meetings.

Organise initial accounting enquiries and administrative meetings without requesting confidential client documents here.

Choose only what fits. We agree the setup and costs with you before activation.

Administrative intake only; professional advice, conflict checks, eligibility and contractual commitments remain with the firm.

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Your priorities update the suggestions below. Nothing is added automatically; services already in your basket stay there.

A suggested starting point

4 suggested services

ATTRACT

Google Business Profile Management

Keep approved business details consistent and schedule profile updates.

Before you start: Confirm the number of Google Business Profiles and the included check/update frequency in your written plan before you agree to this service.

Why suggested: Keep your approved location, contact details and opening hours easy to find.

Check before choosing: Requires an eligible, accessible business profile and approved details; ranking is not guaranteed.

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A customer finds your business online. Can they quickly see when you are open and how to contact you?

Your Google Business Profile brings those essential details together. Review the business information, hours and service descriptions before updates are made.

Keep customers informed with approved updates and a clear process for checking profile changes.

A clearer profile helps people take the next step with confidence. You decide what your business says.

Setup includes

Connect the agreed Google Business Profile, check approved business details and configure the agreed update process.

Ongoing service includes

Publish approved profile changes and updates within the written plan; maintain the agreed configuration.

Requirements and limits

Before you agree, your written plan confirms the number of profiles, check/update frequency and included revisions. Ranking, review removal, verification and suspension recovery are not guaranteed; platform decisions remain with Google.

Additional costs

Applicable taxes, third-party subscriptions and any agreed usage charges are stated in the written quote before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
ENGAGE

Missed Enquiry Follow-Up

Pick up new enquiries that have not received a first response and alert the right person.

Why suggested: Acknowledge a new enquiry that has not received its first response.

Check before choosing: Agree one monitored channel, waiting time and team alert; this stops after a person responds.

Service details

Setup includes

Connect one agreed new-enquiry source; set the missing-first-response threshold, acknowledgement, staff alert and stop rules.

Ongoing service includes

Check eligible new enquiries for a missing first response and run the agreed acknowledgement/alert flow.

Requirements and limits

For first responses only; not ongoing sales nurturing. Stops when a person responds. If also using missed-call text back, agree one response owner to prevent duplicates.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
CONVERT

Appointment Booking System

Offer suitable appointments from a connected calendar.

Why suggested: Offer appointment requests or slots under agreed calendar rules.

Check before choosing: Requires a compatible calendar. Tables, rooms, classes, staff or resources need separate compatibility checks.

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Agreeing a time can take several messages. Customers want to know what is available and confirm the next step.

The booking assistant offers available times from your connected calendar, following your service and availability rules.

The customer chooses a suitable slot, provides the required details and receives confirmation. The appointment is added to your calendar.

Reduce the back and forth and make it easier for interested customers to take the next step.

Setup includes

Connect one agreed calendar and configure availability, booking rules and a basic booking confirmation.

Ongoing service includes

Keep the agreed booking flow available through the connected calendar and maintain configuration within scope.

Requirements and limits

Not a replacement for specialist table, room, stock, staff or resource management. Compatibility must be confirmed. Basic confirmation is included; extra timed reminder sequences are a separate service.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
CONVERT

Appointment Confirmations & Reminders

Send confirmations and reminders using the correct appointment time zone.

Why suggested: Remind customers about an existing confirmed appointment or reservation.

Check before choosing: Requires a reliable compatible booking feed. Basic booking confirmation may already be included; agree extra reminders and message costs.

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Read the explanation

A booking is confirmed, but a busy customer can still forget the date or time.

Send a clear confirmation with the appointment details and any instructions the customer needs.

A reminder arrives at the agreed time before the appointment. Where configured, the customer can confirm or request a change.

Keep the details easy to find and give customers a clearer way to tell you when plans change.

Setup includes

Configure additional timed confirmations/reminders and the agreed route for booking changes or cancellation requests.

Ongoing service includes

Run the agreed reminder schedule from connected booking data and maintain timing and message configuration.

Requirements and limits

Requires reliable booking status and time-zone data. Adds reminder sequences beyond the basic confirmation in Appointment Booking; changes/cancellations are automatic only where specifically connected and agreed.

Additional costs

Message, phone-number, telephony, AI and third-party charges may apply where used; rates and spending controls are agreed in writing before activation.

$35.00 / month$99.00 · One-off setupUsage and external-tool charges may be separate. We agree them before activation.
Total for these suggested services

$140.00 per month · $396.00 one-off setup

Your quote shows the total and any taxes or fees that apply.

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See the customer journey

An example for Accountants & bookkeepers

ATTRACT

A prospect finds your approved professional service information.

ENGAGE

Agreed administrative questions capture the enquiry and preferred contact route without confidential documents.

CONVERT

Your team reviews the request and confirms any meeting, proposal or engagement.

RETAIN

Follow-up uses agreed reply/status changes and stops when the prospect declines or opts out.

How it works. Narration uses an available browser voice; it is not a recording or a live service.