Why accountancy firms look at lead follow-up agent.
Small firms often answer new-client enquiries in the evening or at the weekend, because the day belongs to existing clients. By then, the entrepreneur who needed help with a new BV has often found someone else.
And every quote starts with the same questions, asked by email over several days.
What the agent does, step by step.
Website form, email or WhatsApp.
A friendly reply with the intake questions that matter for a quote.
Entity type, volumes and software compared with your ideal client profile.
A draft quote for the partner to check and send.
Booked when the prospect is ready.
Systems it works with.
Quotes are drafted from your own fee schedule; the agent never invents a price.
Where a human decides.
Professional judgement stays with the accountant.
How you know it works.
Measure: time to first reply, share of enquiries that reach an intake call, and partner time spent per quote.
Example with assumed numbers: a firm gets 20 enquiries a month and a partner spends 45 minutes per enquiry on emails and a quote. That is 15 hours a month. If the agent cuts that to 15 minutes of review each, about 10 partner hours a month come back.
The example uses assumed numbers to show the method. It is not a client result or a promise.
What it costs.
All prices excl. VAT. The fixed quote comes from the AI Blueprint.
When this is not the right build.
If new clients come almost only through referrals that call a partner directly, this build matters less than document intake and chasing.
Common questions.
Does it work for Dutch firms?
Yes, in Dutch and English, and the Dutch page on accountancy firms covers the local software.
Can it onboard the client in Exact Online?
After the client signs, a separate flow can prepare the administration set-up for your team.
Want this in your business?
Tell us how you work today. We'll tell you honestly what AI can take off your team's plate, what it costs, and whether we are the right fit.