Prospecting Agent
Most accountants are great at their work but less comfortable with the part that involves reaching out to potential future clients. The Prospecting Agent handles the hard part, figuring out what to say, so your firm can start more conversations without overthinking it.
How to Run the Agent
Enter a few details about your firm: the types of clients you work with, the services you offer, and the tone you prefer. Then click Run.
Note: The Prospecting Agent takes a moment to run because it’s writing personalized messages across multiple formats at once, not pulling from a generic template.
What the Output Looks Like
You’ll get a set of ready-to-use drafts: an email, a LinkedIn message, and a phone script, all written to reflect your firm and the kind of clients you’re trying to reach. You don’t need to write anything from scratch: just review, adjust how you’d like, and send.
Why This Matters
For most accountants, reaching out to future clients is one of those things that never quite makes it to the top of the list. Knowing who to contact, what to say, and where to even start isn’t obvious, especially when client work always feels more pressing. This agent removes that friction. It gives you a starting point that sounds like your firm, so outreach feels less like a chore and more like something you can actually do.