Guides
Leads and Sales Guides for Accounting Firms
Many firms lose new business not because of price but because enquiries sit unanswered or get lost between partners. These guides explain how UK accounting practices capture enquiries from the website, assign them fairly, track each lead through clear stages and turn a won proposal into a client without retyping data. Each guide gives a practical process first. It then shows where Remindoo's lead capture forms, custom statuses, round-robin assignment, kanban view, lead timeline and convert-to-client features fit.
What this topic covers
- Lead capture
- Lead assignment
- Pipeline stages
- Proposals from leads
- Converting to clients
Leads and sales: common questions
What is a lead pipeline for accountants?
A pipeline shows every enquiry and the stage it has reached, from first contact through to proposal, acceptance and onboarding.
How quickly should a firm respond to an enquiry?
As soon as reasonably possible. A named owner and an automatic assignment rule help make sure no enquiry waits.
What is round-robin assignment?
It shares new leads evenly across a group of people in turn, so no one is overloaded and every lead has an owner.
Which lead fields should firms record?
Contact details, entity type, services needed, source, expected fee and next action are a good start. Custom fields cover anything else.
Can a lead become a client in Remindoo?
Yes. A lead can receive a proposal and then be converted into a client, carrying its details across.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
