Playbooks · 5 min read
Introducing your practice to a company three weeks old
A three-week-old company has no accountant, no bookkeeping habit and a first deadline already ticking. Here is the intro that lands at that exact moment.
01
Why week three
Week one is paperwork and a bank account. By week three the founder is invoicing, and the receipts pile has started. That is when "shall I just hand this to someone" first gets thought.
02
What the email says
One line that shows you read the record: what they do and where they are. One line on the first deadline they now have. One line offering to take the books off their plate. No attachments, no brochure.
03
The search that feeds it
Incorporations in your postcodes, up to a month old, checked each morning. Approve the drafts with coffee; the rest of the day is client work.
Try it this morning
Set a recurring search for incorporations within 10 miles of your practice, aged under 30 days.
Get 10 free leads