From first enquiry to follow-up — the simple journey
Here's what happens the moment a prospective client gets in touch. No jargon, no software to learn — just a managed system that quietly works in the background of your day.
One enquiry, six quiet steps
Much of the process runs automatically in the background until your input is needed.
Enquiry comes in
A call, a website form, a chat — wherever the prospect reaches out.
Lead Core captures it
Enquiries from your connected channels are captured and organised in one place.
Prospect gets a fast response
A quick, professional reply while you're with a client or working to a deadline.
Follow-up happens automatically
Gentle, timely reminders keep the conversation warm so enquiries don't go cold.
Consultations are tracked
Bookings, reminders and follow-ups stay organised — reducing manual chasing.
You step in
When it needs a human touch, you're handed a warm, ready-to-book lead.
Every way an enquiry can reach you — handled
Each channel works on its own and together, so no matter how a prospective client gets in touch, the response is fast and consistent.
Website enquiries
Rescue+When a prospective client fills in your contact form out of hours, Lead Core captures it and sends a fast, professional reply — so they know they've been heard and are less likely to keep searching for another accountant.
- Captured the moment they're submitted
- Quick acknowledgement
- Routed into your lead tracking
Missed phone calls
Rescue+If you can't pick up mid-meeting, the prospect isn't left hanging. Lead Core logs the missed call and reaches back out by text or message, helping recover enquiries that might otherwise be lost.
- Missed calls logged automatically
- Automatic callback message
- Missed callers can receive an automatic follow-up
Automated follow-up
Rescue+Enquiries go cold because nobody follows up. Lead Core sends gentle reminders at the right intervals, keeping conversations with prospects warm and reducing the chasing.
- Timed, gentle reminders
- Helps keep enquiries from going cold
- Stops when the prospect replies
Consultation booking
Engine+Let prospective clients book a consultation that fits your diary — without phone tag. Available times sync with your schedule, and confirmations go out automatically.
- Prospects self-serve a slot
- Syncs with your availability
- Automatic confirmations
Reviews & reactivation
Engine+Happy clients get a polite review request at the right moment, building your reputation. Past clients and dormant enquiries who've gone quiet get a friendly nudge to bring them back.
- Review requests at the right time
- Reactivation of past and dormant enquiries
- Keeps your name front of mind
AI web & phone receptionist
Autopilot+On Autopilot, an AI receptionist can answer website chats and phone calls in real time — answering approved business and service questions, checking availability, booking consultations and handing over to you when a human is needed. It helps with FAQs, booking and routing — it doesn't give tax, accounting or financial advice.
- Answers chats and calls live
- Books from real availability
- Hands over to you when needed
Technology does the busywork. You do the client work.
Lead Core handles the capturing, replying and following up. The moment a conversation needs your judgement — an anxious client, a tricky consultation, an onboarding discussion that needs a person — it hands the lead back to you, with everything organised and ready. Lead Core doesn't prepare accounts, file tax returns, calculate tax, perform bookkeeping or provide regulated financial, tax or accounting advice — that stays with you.
Ready to stop chasing and missing enquiries?
Pick the level of help you need and we'll set everything up for you.