Lead Recovery
Missed-Lead Text-Back
Respond before they call the next firm.
Most accounting firm leads are lost not because the firm was the wrong fit, but because they were the second to respond. We build a text-back system that monitors your phone line and contact forms around the clock. When a call is missed or a form is submitted, a personalized SMS goes out in under 60 seconds — professionally worded, branded to your firm, with a simple reply-to-book mechanism. This system is already live at several firms and consistently converts referral leads that would otherwise have called the next name on the list.
The problem
Why this
costs more than it looks like.
Missed calls after 5pm — no response until next morning
Contact form submissions acknowledged hours or days later
Referral leads calling competitors while waiting for a callback
No system for tracking which leads were contacted and when
How it works
From kickoff to
live in 5–7 business days.
Connect your phone line
We integrate with your existing phone system (RingCentral, Grasshopper, Google Voice, or direct VoIP) to detect missed calls in real time.
Monitor contact forms
A webhook monitors your contact form submissions 24/7 — website, Typeform, Gravity Forms, or custom form.
Send the text in <60 seconds
A personalized, professionally worded SMS goes out under your firm name within 60 seconds. No generic "we received your inquiry" messages.
Log every contact attempt
Every missed call and form submission is logged with a timestamp. You always know who was contacted, when, and whether they replied.
What you get
Exactly what
gets delivered.
Personalized SMS in <60 seconds for missed calls and form submissions
24/7 coverage — weekends, evenings, holidays
Branded, professional message — not a generic autoresponder
Lead log: every contact attempt recorded with timestamp
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$997–$1,500
one-time setup
$100–$200/mo
monthly maintenance
5–7 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.