Signal-driven prospect intelligence delivered every Monday morning. Accounting firms capture 3-5 new opportunities per month on average.
Your first digest lands Monday. Most firms identify actionable opportunities in week one. Average time to first new client meeting: 14 days. First closed deal: 45-60 days.
Cold prospects (no contact 30+ days), fresh LinkedIn activity (decision-maker moves, promotions, role changes), dormant referral relationships, and stagnant accounts trending toward churn. Each flagged prospect is ranked by signal strength and recency.
Yes. Changes take effect immediately on your next billing cycle. No fees, no penalties.
Pro and Enterprise: automatic two-way sync with Salesforce, HubSpot, Pipedrive. Starter: one-way export. Contact us for custom integrations.
Starter capacity covers 500. You pay the same whether you track 50 or 500.