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    Lead Follow-Up Automation

    Can I customize the follow-up messages?

    Customize automated follow-up for your accounting firm with proven templates based on thousands of CPA leads — adjust tone, messaging, and offers to match your practice.

    Yes. We provide proven templates based on thousands of accounting firm leads, but you can customize tone, messaging, and offers. We'll work with you during setup to ensure every message sounds like you.

    Related Questions

    How quickly does the automated system respond to new leads?What if a lead wants to talk to a real person immediately?What happens if a lead doesn't respond to the automated sequence?

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