Sevenfold for Accounting Firms — AI Lead Generation
AI Lead Generation for Accounting Firms
Growth shouldn’t stop every time a lodgement deadline hits. MAX brings AI lead generation for accounting firms to your practice — finding ideal advisory clients, running personalised outreach, and following up every referral so your pipeline keeps moving while you serve the clients you have.
Meet MAX
Build the client base you want, not just the one that finds you
MAX is your AI lead generator. Describe your ideal client — industry, size, region — and it builds a scored prospect list, runs personalised outreach in your firm’s voice, and nurtures every lead until they’re ready to talk. Feast-or-famine pipeline, solved.
Target the advisory clients you actually want
Most firms grow on whatever walks in the door. AI lead generation for accounting firms works the other way: MAX turns your ideal client profile into a ranked list of prospects, so you build the practice deliberately.
- Targets the industries, roles and regions you want more of
- Scores every lead by fit, so the strongest prospects come first
- Verifies contact details before any outreach begins
- Tracks signals that indicate a business is ready for new advice
- Keeps prospecting through busy season, nights, and weekends
Referrals and enquiries, followed up every time
A warm referral that sits for a week goes cold. MAX runs multi-step, personalised sequences so no introduction or enquiry slips through the cracks.
- Personalised emails in your firm’s voice — real messages, not templates
- Multi-step follow-up sequences that adapt to opens and replies
- Adjusts timing and angle until the prospect responds or opts out
- Warm, professional LinkedIn outreach to decision-makers
- Proper sending practices keep your firm’s sender reputation protected
From interested reply to booked consultation
MAX qualifies every lead and turns positive replies into booked conversations — with full context handed over so your partners walk in prepared.
- Scores and qualifies leads so you only meet people ready to engage
- Books qualified prospects straight into your calendar
- Hands over full lead context — name, business, conversation history
- Pushes every lead into your CRM with notes and status, no manual entry
- Reports open rates, reply rates, and meetings booked in plain English
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