From stranger to paying customer – perfecting the new client journey
Something has quietly shifted in how businesses find an accountant.
They’re not working through a page of search results any more. They’re asking AI for a recommendation. Every firm without the right signals isn’t ranked lower in that answer. It’s absent from it entirely.
On Wednesday 14 October at 2pm, we’re joining TaxCalc for a webinar to walk through the full journey a prospect takes: from the moment they start searching, through first contact, sign-up and onboarding.
Our Marketing Director, Callum Macrae, will be covering what’s changed in how firms get discovered and what you can do about it. Engager Co Founder Johann Goree will look at what happens next, once those enquiries start arriving.


