Accountant Marketing Automation System
The accountant marketing automation tools provided by Fiscal Flow are designed to reduce manual administrative tasks associated with business development.
This system systematizes the lead lifecycle, from initial capture through to long-term client retention, using programmable workflows that operate without daily user intervention.
Hear What Our Clients Have to Say
"A very convenient and time efficient way to add to my lead funnel."
"Genius!"
"Unlike Bark where I'm fighting 4 other accountants for every lead, [Fiscal Flow] sends me businesses that only I know about."
Marketing Automation for Search Indexing
Effective accountant marketing automation begins with traffic acquisition. The platform deploys a technical site architecture that signals relevance to search engines automatically.
This ensures that organic traffic is captured via landing pages and immediately routed into nurturing sequences without manual data entry
SMS Auto-Response Protocols
The system engages the text-back feature when an inbound call is missed. An automated SMS is sent immediately to the caller, initiating a text-based conversation.
This ensures engagement is maintained with the prospect even when staff are unavailable to answer the telephone.
Database Reactivation Workflows
Legacy data is processed through automated campaigns. The system scans inactive contact records and deploys a sequence of re-engagement messages.
This process identifies contacts with renewed intent to purchase services based on their interaction with the campaign.
Pipeline Progression Tracking
Lead movement is tracked automatically within the central database. As prospects engage with emails or book appointments, their status is updated in the CRM.
This provides a real-time view of the sales pipeline without requiring manual status updates from the user.
Scheduling Automation
The booking module eliminates manual scheduling coordination. Availability is synced across devices, and appointment confirmations are sent automatically.
Reminders are deployed via email and SMS prior to the meeting to reduce non-attendance rates.
Review Request Sequences
Post-service feedback is collected through automated sequences.
Once a client milestone is reached (such as "Client Signed"), the system triggers a request for a Google Review. If the client does not open the initial request, a follow-up reminder is scheduled automatically.
Content Distribution
Marketing presence is maintained through bulk scheduling tools.
Users can upload content assets which the system distributes to connected social media profiles at optimal times, ensuring consistent visibility with minimal time investment.
Your Questions, Answered Clearly
Can the automation workflows be customized?
Yes. While the system comes with pre-built templates designed for accounting practices, users can modify the timing, content, and triggers of the workflows to suit specific firm requirements.
Does the automation replace human interaction?
The automation is designed to handle administrative tasks and initial nurturing. This filters inquiries so that fee-earners only spend time interacting with qualified prospects who have booked appointments.
What channels does the automation support?
The platform supports multi-channel automation, including Email, SMS (text messaging), and voicemail drops. All interactions are logged within the central client record.
Is technical knowledge required to set up the automation?
No. The system is provided as a managed service where the core infrastructure is configured by the provider. Users primarily interact with the dashboard to view results and manage appointments.
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Fiscal Flow (Unskipped Ltd)
Company Number (14533994)
40 Borrowdale Avenue
Ipswich
Suffolk
IP4 2TG
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