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Playbooks · 5 min read

Meet a company when it is three weeks old

A three-week-old company has no accountant and no bookkeeping habit. Its first deadline is already ticking. Here is the intro that lands at that moment.

  1. 01

    Why week three

    Early is paperwork and a bank account. By week three the founder is invoicing. The receipts pile has started. That is when they first think: shall I just hand this to someone?

  2. 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.

  3. 03

    The search that feeds it

    Set an agent on companies registered in the last 12 months in your town. Each one reaches you once it has a website and an email, usually a few months in, and many are still doing their own books. New matches arrive each morning. Approve the emails with your coffee. The rest of the day is client work.

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Set an agent on companies registered in the last 12 months in the town where your practice is.

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Made for accountants · See the page →
Watch · 1:40

How to build a search that keeps working

Read the write-up

Every figure is shown on screen. The company examples are made up.

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