How One Epsom Accounting Firm Went From Zero Inbound Enquiries to 5-10 Qualified Leads Every Month
This Epsom-based practice had solid client work and a decent local reputation, but zero digital presence and 0-1 enquiries per month. We built a single automated workflow targeting local SMEs by geography, integrated it with their CRM, and had it live in 30 days. Their pipeline now fills automatically at a cost of £15-20 per lead.
The firm was generating 0-1 enquiries per month with no digital presence and complete dependence on a stagnant referral network.
Fiscal Flow built and deployed a single hyper-local automated workflow targeting Epsom-based SMEs, fully live within 30 days.
The firm now receives 5-10 qualified leads per month added directly to their CRM at £15-20 per lead, with no manual effort from the practitioner.
0-1 Enquiries a Month: What Happens When a Good Reputation Stops Being Enough
Before working with Fiscal Flow, this Epsom firm had no problem with the quality of its work. Existing clients were happy, the odd referral came through, and there was nothing wrong with the service. The problem was that none of it produced a predictable flow of new business. Some months brought one enquiry. Most brought none. The firm had no way to influence that number.
KEY INSIGHT They were not losing work because of poor service. They were losing it because digital-first competitors were sitting in the same local prospects’ inboxes when the pain of a tax deadline hit.
This pattern is common among local practices that have grown organically for years. The referral network builds, the firm gets comfortable, and then the network goes quiet. It does not happen because anything went wrong internally. It happens because the market shifted to online search and inbox outreach, and firms that did not follow that shift became effectively invisible to anyone who did not already know them. For this practice, the result was a feast-or-famine cycle with no lever to pull.
One Automated Workflow Built Around Epsom Postcodes, Live in 30 Days
Rather than building out a multi-channel marketing operation, we focused on one specific problem: getting this firm in front of Epsom-based business owners at the point they needed accounting support. We built a single automated workflow around the firm’s physical proximity to local business hubs, using the documented preference of small business owners for local professional services providers as the commercial logic.
- We defined the target audience by geography, focusing on SMEs within a set radius of Epsom and filtering by business size and activity that matched the firm’s existing client profile.
- We built the full automation inside the firm’s Fiscal Flow sub-account so every inbound lead was captured, scored, and added to the CRM without any manual input from the practitioner.
- The system was fully live and integrated within 30 days of onboarding, including setup, testing, and the first round of outbound triggers running against the target list.
The goal was to remove the practitioner from the prospecting process entirely. Instead of waiting for the phone to ring or chasing warm introductions, they would open their CRM each week and find a queue of pre-qualified local contacts ready to have a conversation.
5-10 New Leads Per Month at £15-20 Each, No Manual Effort Required
The shift happened within the first full month of the system being live. The firm moved from near-zero inbound activity to a consistent pipeline of qualified Epsom SME enquiries. The figures below reflect the steady-state performance of the workflow once the initial setup period was complete.
Qualified Leads Per Month
Cost Per Lead
Days to Go Live
| Before Fiscal Flow | After Fiscal Flow | Change |
|---|---|---|
| 0-1 enquiries per month | 5-10 leads per month | Up to 10x volume increase |
| 100% reliant on referrals | Automated inbound pipeline | No dependence on referrals for new leads |
| Manual prospecting required | CRM auto-populated | Zero manual effort from practitioner |
For the practitioner, the day-to-day difference is concrete. They no longer start each month uncertain about where the next client will come from. The CRM fills up on a schedule, discovery calls get booked, and new business is no longer tied to whether someone happened to mention the firm’s name at the right moment.
The Same Workflow Can Now Expand Into Leatherhead and Ewell Without Adding Overhead
Because the system was built as a repeatable process rather than a one-off campaign, the firm has a clear path for geographic expansion. The same automation logic, pointed at neighbouring areas like Leatherhead or Ewell, requires no new infrastructure and no extra administrative work from the practitioner. The territory expands; the workload does not.
This case study reflects how Fiscal Flow approaches local practice growth: find the single point causing the most friction, fix it with one focused system, and build from a stable base. This firm did not need a full marketing operation. They needed one workflow that produced a consistent result. That is what we built, and that is what is still running.
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How we share results
To protect our clients’ competitive advantage, we do not publish firm names in online case studies. However, we believe in total transparency during our 1-on-1 demos.
- Screen-shared results: See real-time lead volume and search performance from active firms.
- Backend inspection: View live Search Console data and CRM activity from partners who consented to share aggregate data.
- Video testimonials: Live interview case studies are available on request from partners who ran successful campaigns with us.