How Accounting Firms Automate Follow-Ups
The complete playbook for setting up automated follow-up sequences that nurture leads while you focus on client work.
The best-performing accounting firms don't have more hours in the day—they have systems that work while they sleep. Automated follow-ups are the backbone of these systems, and they're easier to implement than you might think.
The Anatomy of an Effective Follow-Up Sequence
A good follow-up sequence isn't about bombarding prospects with messages. It's about providing value at the right time, through the right channel.
The 7-Day Follow-Up Framework
Why Multi-Channel Matters
Some people live in their inbox. Others barely check email but respond to texts instantly. Smart follow-up sequences use multiple channels:
Best for detailed information, case studies, and professional communication.
SMS
98% open rate. Perfect for quick check-ins and appointment reminders.
Setting Up Your First Automated Sequence
Here's how to get started with automation in your accounting practice:
Map Your Current Process
Document what happens when an enquiry comes in today. Where are the delays? Where do leads get lost?
Choose Your Platform
You need a CRM that can send automated emails and SMS. GoHighLevel is popular with accounting firms because it handles everything in one place.
Write Your Sequence
Create 4-5 messages that provide value. Focus on helping, not selling. Address common questions and objections.
Set Up Triggers
Connect your website forms and phone system to trigger the sequence automatically when someone enquires.
Test Everything
Submit a test enquiry yourself. Check every email, every SMS. Make sure links work and timing feels right.
Common Mistakes to Avoid
- Too many messages too fast (space them out appropriately)
- Generic templates that don't feel personal (use merge fields)
- No clear call-to-action (always include a next step)
- Forgetting to stop the sequence when someone replies (use automation rules)
Real Results from Automated Follow-Ups
When implemented correctly, automated follow-ups typically deliver:
Ready to Automate Your Follow-Ups?
Get a complete marketing automation system built specifically for your accounting practice.
Next Steps
Start small. Even a simple 3-message sequence is better than manual follow-ups that don't happen. Once you see results, you can expand and refine.
For a done-for-you solution, explore our marketing automation for accountants service. We'll set up everything and train your team.