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Checklist · Internal
Lead Follow Up Checklist for Accountants
Turn every enquiry into a conversation, and every conversation into a client.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Responsiveness is your biggest competitive advantage. Have a standard process for every lead: acknowledge immediately, schedule a discovery call, send a follow-up summary, and keep the relationship warm until they decide—or you decide they aren't the right fit.
How do you structure your lead follow-up?
Don't treat leads as a 'to-do'. Treat them as a process. Acknowledge, discover, propose, and close.
Every lead gets the same first step: a personalised message and a link to book a discovery call. If they don’t book, follow up twice before closing the file.
How do you manage the pipeline?
Keep a simple, visual view of all your active leads. Knowing where everyone sits in your funnel is vital for managing your firm’s growth.
Never let a lead 'go cold'. If they haven’t decided, set a follow-up task for a month’s time—you never know when their situation might change.
Checklist preview
0/4 done · showing 4 of 8 itemsThe full 8-item checklist is in the download below. Enter your name and email to get it as a Word or PDF file.
This is a standard checklist. Each firm's requirements may vary, so please cross-check everything against current GOV.UK, Companies House and professional body guidance before relying on it.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Turn this into a task and subtask template in Remindoo
Save each group as a task with subtasks, attach it to the right service and let recurring tasks create it for every client, every period. Each item gets an owner and a deadline, and nothing depends on someone remembering to print the list. See task and subtask templates.
What are the common mistakes?
- Taking days to reply to an enquiry
- Not having a clear call to action
- Relying on memory to follow up
- Failing to ask for the next step
- Not 'cleaning' the pipeline of lost leads
“Managing deadlines and tasks is much easier.”
Frequently asked questions
How fast should I respond?
As fast as possible. Within an hour if you can. Speed to lead is a massive factor in conversion.
Do I need a CRM?
Yes, even a basic one. Managing leads in your email inbox is a recipe for disaster.
How do I say 'no' to a lead?
Be professional. 'We don't currently have the capacity to support your specific needs, but here is a contact who might be able to help.'
How often should I follow up?
Follow up once after the initial discovery, then perhaps once more if they go quiet. Don't be a pest.
What should I include in the follow-up?
Summarise the discovery call, re-state the value, and be very clear about the next steps.
Does this include referrals?
Yes, treat every referral like a warm lead—they expect the same professional, proactive service.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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.”
