How Do We Generate Sales-Qualified Bookkeeping Leads & Appointments?
1. Receive Inquiries from High-Intent Bookkeeping Leads
We reach motivated Bookkeeping and Accounting leads through a multi-faceted marketing approach. The result? Sales ready prospects who want to talk.
2. Double Verify Leads Ourselves via Phone
Once a company lets us know they’re interested, we voice call the bookkeeping lead to double-verify their interest before sending it to you. We’ll also let them know that you’ll be reaching out to them.
3. Bookkeeping Leads Delivered to your CRM within Minutes
Once we’ve double-verified the lead via phone, and have confirmed their interest in bookkeeping. We quickly funnel the information to the CRM of your choice and leave the conversion to you and your team.
Lead Generation for Bookkeeping Agencies
Upcision is a leader in sending qualified leads and appointments to bookkeeping companies for good reasons. We’ve implemented a multi-touch approach to ensure each bookkeeping prospect we send to your company is sales-qualified and is as close to the bottom of the sales funnel as possible.
- We double-screen and verify each Bookkeeping Lead, thus ensuring it meets our quality promise
- Our trained agents ask a set of carefully curated questions to prospects in order to filter leads we send to clients.
- Leads are sent directly to the CRM/Marketing Automation platform(s) of your choice
The market size of the Accounting Services industry in the US grew 3.8% per year on average between 2021 and 2026.
There’s good reason to believe this pace will continue to build. Upcision places your company at in front of motivated, sales-qualified Bookkeeping prospects. The more prospects your agency can convert into monthly business, the larger your book of recurring business grows. Sounds like a win-win, doesn’t it?
How does Upcision deliver high-value Bookkeeping clients?
Grow your firm with Bookkeeping Lead Generation
Upcision funnels high-intent bookkeeping leads into your company’s sales funnel. We leverage a targeted approach to get in front of companies who are likely to make a decision regarding their bookkeeping needs and funnel them to your sales reps. We screen the leads on our side to ensure their buying intent, and understand their needs. This way we ensure your team consistently gets in front of potential buyers who are already informed that you’ll be reaching out to them. Once we send the potential bookkeeping clients to your CRM, we’ll equip you with our 20 touch follow up plan that’s tried and tested.
What is performance-based Bookkeeping Lead Generation?
Bookkeeping Leads expecting to hear from your company
Performance-based lead generation means we only bill for prospects who are actually sales-ready. This means they’re willing to have a sales conversation about their bookkeeping leads. We don’t believe in billing retainers: Either we perform or we don’t bill. In other words, you either get prospects in the funnel who want to talk about bookkeeping, or we don’t charge anything. That’s how we believe a lead generation program should be built – ensuring everyone in the partnership wins for a long time!
No more loading up marketing funds that don’t go anywhere. Either we send prospects to your funnel who are actually interested in bookkeeping, or you’re on the hook for nothing. How does that sound?
What Sort of Bookkeeping Clients can I expect?
Maximizing ROI and Minimizing CAC with Upcision Bookkeeping Leads
The shapes and sizes of clients our bookkeeping leads will pour into your funnel are diverse: Both SMB & Enterprise, Fractional CFO Services, Nonprofit accounting & more. At Upcision we excel at filling your sales funnel and then giving you the tools to get deals out of the bottom. We’ve worked with over 70 bookkeeping firms & leverage proprietary data and targeting that’s been refined over combined decades in the business. If you’re looking for a lead generation program that will be a cornerstone of your client acquisition mix, look no further.
What is Sales-Ready Bookkeeping Lead Generation?
Bookkeeping Leads who have verified Needs and Intent
When we say that a lead is “sales-ready” it means that they’re willing to entertain a conversation about their bookkeeping needs. They’ve raised their hand, they’ve engaged positively: They’re a decision maker or decision influencer who has been told that you’ll be getting in touch with them and they’re expecting to hear from you. How do we do this? Our lead qualification regimen screens for buying intent and then let’s them know where they’re going next (to you). This is how we ensure each bookkeeping lead we deliver to your CRM is at the point where they’re ready to engage and talk about their needs.
