Sheet 04 · drawn, not doneIllustrative
01The business
- Three partners and a team of fifteen.
- Corporate tax, VAT, bookkeeping and audit support.
- Almost all new clients come through referrals.
02Where it starts
- The website describes the firm but doesn't answer the questions businesses search for.
- Deadline seasons bring a rush of enquiries that are hard to sort.
- Partners take first calls that a coordinator could handle.
03The 90 days, month by month
01Days 1–30
Foundation
- Service pages for each area, with an enquiry form that asks company size, service and deadline.
- A CRM pipeline with a coordinator owning first contact.
- Tracking for referrals, search and events, so every source is counted.
02Days 31–60
Acquisition
- Answer-first content on corporate tax and VAT questions, reviewed by a partner, for search and AI assistants.
- Search campaigns timed to filing deadlines.
03Days 61–90
Automation
- Enquiries sorted by service and urgency, routed to the right person.
- Deadline reminder campaigns to past enquirers and clients, and a referral request after each engagement.
After day 90
A Growth retainer: content through each deadline season, and monthly reporting on new engagements by source.
How the 90-day system works04At day 90
- Search set up to bring enquiries alongside referrals.
- Partners joining calls only when an enquiry is qualified.
- Deadline seasons planned for, not reacted to.
05What we'd measure
- Enquiries by source, including referrals
- Qualified enquiry rate
- Time to first contact
- New engagements by source
06What we'd need from you
- A partner to review technical content
- A coordinator to own first contact
- Access to the website and any CRM
- Playbook
- An accounting and tax firm
- Sector
- Professional services
- Status
- Illustrative · not a client · not results
- Drawn by
- Lucidarc Digital