Key takeaways
- Enquiries are lost through slow replies and no follow-up, not price.
- Every lead needs an owner and a next step.
- Worked example: recovering two lost clients a month at £1,200 a year adds £28,800 of annual fees.
Where enquiries go missing
Web forms land in a shared inbox, phone messages sit on sticky notes and proposals go out without follow-up. When the busy season hits, new enquiries are the first thing to slip.
What it costs
Illustrative example: if a firm receives 20 enquiries a month and loses two to slow follow-up, and an average client is worth £1,200 a year, that is £2,400 of new annual fees lost each month — £28,800 over a year of enquiries. Use your own numbers.
A simple fix
The process that works:
- Capture every enquiry in one pipeline
- Assign an owner and reply the same day
- Send a proposal from a template
- Follow up automatically
- Convert to a client with engagement letter and onboarding
Frequently asked questions
How can I track leads as an accountant?
Use a CRM with a lead pipeline. Remindoo captures leads, tracks stages and turns accepted proposals into clients.
WS
Chartered accountant and Remindoo co-founder · Last updated 24 September 2026
