How Singh & Associates Achieved 67% Lead Response Rate
A Mississauga accounting firm transformed client acquisition with automated lead follow-up.
Client Overview
The Challenge
Singh & Associates had 28% lead response rate. Tax season meant leads waited 24-48 hours for response. Referrals happened randomly. Document collection required constant chasing. The firm was growing but felt overwhelmed.
The Solution
We implemented instant lead response with consultation booking, automated document collection sequences, year-round client engagement campaigns, and systematic post-filing referral and review requests.
The Results
Lead response hit 67%. Consultations grew 2.4x. Referrals increased 52%. Added $67K in annual revenue. Tax season is still busy, but the rest runs on autopilot.
"We used to lose leads during tax season simply because we couldn't respond fast enough. Now every inquiry gets professional follow-up within minutes, even when we're buried in returns."
— Priya Singh, CPA, Managing Partner