What the prospect sees
A short form in four steps: who they are and how to reach them; what kind of business it is and its turnover band; whether they run a payroll and the number of people on it; and whether they want bookkeeping and management accounts.
At the end the form shows a proposal with each service priced, a monthly and an annual figure, and VAT shown separately. The same proposal goes to them by email from your reply-to address, with your practice name on it.
Your prices, set in Accountin
You set the price of each service and the names of your packages in Accountin. The form quotes only what you have priced, and it stays switched off until you have saved your prices and turned it on.
You can change the wording of the proposal, the closing paragraph and the button colour so the form sits with the rest of your site.
Putting it on your site
Copy the snippet
Accountin shows two lines of code for your practice. One is a placeholder where the form appears, the other loads it.
Paste it into a page
It works on WordPress, Squarespace, Wix and sites built by a developer. The form loads from app.accountin.co.uk.
Test it
A test button in Accountin sends a sample proposal to your own address so you can see what a prospect receives.
Following up
Each enquiry has the answers, the proposal, a status of new, replied, won or lost, and a notes box. You can print the proposal or save it as a PDF.
If your practice has Accountin Plus, the enquiry also goes into the CRM as a lead, so the follow-up is tracked with the rest of your prospects.
In short
- Where it runs
- On your own website, loaded from Accountin
- What the prospect gets
- A priced proposal on the page and by email
- What you get
- The enquiry, the answers and the price shown, in Accountin
- Needs Accountin Plus
- Only for the CRM; the form and the enquiries list work without it
- Where the data is kept
- In Accountin's database in London
Questions
Can I change the questions?
The four steps are fixed, because the prices depend on the answers. The prices, package names, proposal wording, reply-to address and button colour are yours to set.
What stops people submitting rubbish?
The form has a hidden field that catches automated submissions, and each practice's form accepts a limited number of submissions an hour.
Does the form send the email, or do I?
The proposal goes to the prospect as soon as they finish, and a copy of the enquiry goes to the addresses you choose. Both come from your reply-to address, so replies come to you.
Price
Each tool is available on its own, so your clients' books can stay where they are. Prices will be published when Accountin opens, and practices on the waiting list hear first.
Accountin is opening to its first practices
Join the waiting list and we will tell you when the tools open, and what they cost, before anyone else.