Skip to main content
    SmartFirm - Marketing and Automation for Accounting Firms
    Back to all FAQs
    Lead Follow-Up Automation

    What if a lead wants to talk to a real person immediately?

    Human handoff in CPA firm automation is built in — every automated message includes your phone number and booking link so leads can call or schedule a consultation instantly.

    The system includes your phone number and booking link in every automated message. Leads can call you directly or book a consultation instantly. The automation handles nurturing for leads who aren't ready to talk yet—not replacing human interaction, just ensuring no one falls through the cracks.

    Related Questions

    How quickly does the automated system respond to new leads?Can I customize the follow-up messages?What happens if a lead doesn't respond to the automated sequence?

    Still have questions?

    Book a free strategy call to discuss your accounting firm's unique needs.

    Book a Free Call