Industry front door
Accounting firms have more than one front door.
Common paths
- New prospect
- Existing client
- Referral
- Consultation
- Document need
- Tax-season inquiry
Common breakdowns
- One generic form
- One shared inbox
- Partner transfer
- Wrong appointment type
- Existing clients use prospect intake
- No follow-up after unbooked inquiry
Want us to look at your front door?
Book a Front Door Systems Review focused on how accounting & cpa inquiries enter, route, and resolve today.