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Auto-Calling New LLC Voice AI for CPA Firms
Sales kit · LinkedIn outbound
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Ten first-touch messages, ready to send.

Each is under 300 characters and written for a specific role in this product's ICP. Edit the bracketed placeholders, send. If the messaging doesn't fit your voice, the back-of-house archive at builds/white-label-voice-ai-that-auto-calls-new-llc-found/outreach-pack.md has the raw markdown.

These were drafted by the Wishdeal Factory's Real-Customer Outreach Drafter for the named product. They are starter scripts, not finished campaigns. Replace [Name], [Firm], and any specifics before sending.
| Partner at 5-person CPA firm
**To:** Sarah (tax partner) "Sarah, most new-LLC clients call after 5pm expecting tax strategy guidance. TivAI handles these calls, qualifies cases, books your calendar. Your team focuses on billable work. Worth 15 minutes Friday?"
| Managing Partner, multi-office firm
**To:** Michael (MP) "Michael, saw you hit 3 offices last year. Scaling tax intake is brutal. We white-label a voice AI that qualifies new-LLC founders, auto-books 30-min strategy calls into your CRM. Cuts intake labor 70%. Open to a quick call?"
| Tax Practice Leader
**To:** Jennifer (practice leader) "Jennifer, new-LLC pipeline is wide but shallow. Our voice AI does initial qualification (entity type, complexity, timeline), routes warm leads to you. Partners keep selling; you keep solving. 20-min demo?"
| Business Development at Regional Firm
**To:** David (BD) "David, ever lose a new-LLC prospect to faster response time? TivAI calls them back within 5min, books 15-min with tax director. Uses your firm name, your calendar. Clients hear professionalism, not automation. Interested in a pilot?"
| Client Relations Manager
**To:** Michelle (CRM) "Michelle, most firms chase new-LLC leads but miss the after-hours window. We white-label a voice system that answers late calls, qualifies in real-time, adds qualified leads to your CRM by morning. Literally passive new-LLCs. Worth exploring?"
| Tax Manager
**To:** Kevin (tax mgr) "Kevin, if you could add 8-12 new-LLC retainers/month without hiring, would that move the needle? TivAI handles after-hours intake, vets complexity, books prep meetings. Your firm brand the whole way. Let's talk?"
| Office Managing Partner
**To:** Rachel (partner) "Rachel, satellite offices often lose new-LLC momentum to intake delays. TivAI closes that gap: 24/7 voice intake, qualification, calendar booking. Satellite looks responsive; main office stays focused. Worth 15 min?"
| Firm Principal
**To:** Thomas (principal) "Thomas, most new-LLC inquiry > cold lead loss > missed engagement. TivAI flips the script: inquiry > qualification call > warm handoff to partner. No dispatcher needed. Your team closes more without chaos. Open to exploring?"
| Senior Tax Advisor
**To:** Lisa (senior advisor) "Lisa, new-LLC segment is lucrative but high-touch intake kills margins. What if voice AI handled discovery calls, sent you a brief, then you hopped on the 30-min close call? 3x efficiency, same client experience. Worth a 20-min conversation?"
| CPA Firm CEO
**To:** Robert (CEO) "Robert, scaling new-LLC practice across 4 offices means inbox chaos. TivAI centralizes after-hours intake, qualifies across all offices, routes to the right partner. One system, zero cross-office friction. Grab 15 min this week?" ## Best Practices - Customize office count / location details before sending (use LinkedIn research) - Reference firm size / growth stage where visible in prospect's profile - Lead with the pain (after-hours loss, intake delays, scaling friction) - Close with a specific, low-pressure ask (15 min, demo, call) - Follow up after 5 days with a second message if no reply (use email drip set for template)