Turn more accounting enquiries into paying clients.

Scaleiko automatically follows up with prospects, reactivates old leads and gets qualified opportunities booked into your calendar — without your team chasing them.

Book a 15-minute demo See how it works

Built specifically for UK accountancy firms.

Pipeline overview Example figures
New enquiries
37
Qualified
14
Meetings booked
9
New clients
4
Est. annual fees
£48,000

This month’s pipeline

Illustrative
Enquiries
37
Contacted
32
Qualified
14
Meetings
9
Clients
4

The problem

Your next client might already be sitting in your pipeline.

  • Enquiries not followed up quickly enough

  • Prospects ask for a quote and disappear

  • Partners too busy to chase every lead

  • Old enquiries forgotten in inboxes and CRMs

  • Prospects need several touchpoints before they book

  • Staff send the same repetitive follow-up messages

How it works

From enquiry to booked consultation — without the chase.

Scaleiko sits between your enquiry sources and your calendar, so warm opportunities get followed up, qualified and booked automatically.

  1. Capture

    Connect website enquiries, forms and CRM sources.

  2. Understand

    Scaleiko identifies what the prospect needs and qualifies the opportunity.

  3. Follow up

    Personalised email and messaging sequences continue the conversation automatically.

  4. Book

    Qualified prospects are guided toward a consultation or meeting.

  5. Convert

    The firm receives a clear pipeline of warm opportunities instead of a pile of unprocessed enquiries.

Features

Everything you need to convert more of what you already have.

Built around follow-up, qualification and booking — not another generic CRM.

Instant lead response

Reply to new enquiries in minutes, not days — while interest is still high.

AI-assisted follow-up

Personalised sequences that keep conversations moving without manual chasing.

Lead qualification

Identify who is ready to talk — and who needs more nurturing first.

Proposal follow-up

Stay in touch after quotes go out so proposals do not go cold.

Dormant lead reactivation

Bring old enquiries and quiet prospects back into a useful conversation.

Pipeline intelligence

See where opportunities stall and how many are progressing to meetings and clients.

Outcomes

Stop measuring activity. Start measuring clients.

The point is not more emails sent. It is more booked consultations and new clients from the enquiries you already receive.

Illustrative example — not a guarantee
100 enquiries
100
72 contacted
72
31 qualified
31
18 meetings
18
7 proposals
7
4 new clients
4

Estimated annual client value

4 clients × £1,500/year = £6,000

£1,500 is an illustrative typical limited-company compliance fee, not a Scaleiko result. Figures above are examples to show how the funnel works — not a promise of outcomes.

Firms already invest in websites, referrals and marketing. Scaleiko is designed to make more of that effort convert — by following up, qualifying and booking the opportunities that would otherwise go quiet.

The product

A clear view of every opportunity in motion.

See enquiries, follow-ups, meetings and conversions in one place — so partners know what is progressing without chasing spreadsheets.

Scaleiko · Practice pipeline Illustrative
New enquiries
37
This period · example
Qualified opportunities
14
Awaiting meeting
Meetings
9
Booked
Converted clients
4
Won

Opportunity timeline

Enquiry received
Website form · limited company accounts
Day 0
Follow-up
Personalised sequence started
Day 0
Prospect replied
Confirmed interest in a call
Day 2
Qualified
Fit confirmed · ready for consultation
Day 3
Meeting booked
In partner calendar
Day 4
Proposal sent
Awaiting decision
Day 8
Client won
Engagement confirmed
Day 14

Follow-up status

Active sequences Running
Awaiting reply 12
Meetings scheduled 9
Proposals open 5
Dormant reactivation Active
Human approval queue 3

For accountants

Built around the way accountancy firms actually win clients.

Scaleiko is designed for the services and workflows of UK practices — not a generic sales tool bolted onto professional services. It supports the conversations firms already have with prospects about tax, accounts, payroll and advisory work.

Tax enquiries Bookkeeping Accounts Payroll Business advisory Limited-company services Contractor services Specialist services

Whether leads arrive via your website, referrals or an existing CRM, the goal is the same: keep the conversation going until a qualified prospect is booked with the right person in the firm.

Control

Automation without losing control.

Your firm stays in charge of what is said, when it is sent, and how prospects are handled.

Audit trails

Every touchpoint is logged so you can see what was sent and when.

Human approval where required

Require review before messages go out — or automate fully where you prefer.

Configurable automation

Sequences, timing and qualification rules are set to match how your practice works.

Controlled messaging

Tone, content and offers stay within the boundaries you define.

Secure integrations

Connect enquiry sources and calendars with care — only what is needed to run follow-up.

Opt-out management & transparent logs

Respect preferences and keep clear activity logs across every sequence.

Pricing

Straightforward pricing for growing practices.

Implementation once. Platform and automation ongoing. No surprise tiers.

£1,500
Implementation

One-time setup, configuration and onboarding.

£750/month
Platform

Ongoing platform and automation.

Included

  • Workflow configuration
  • Lead follow-up
  • Qualification
  • Appointment automation
  • Reactivation
  • Reporting
  • Ongoing optimisation
Book a demo

FAQ

Questions practices usually ask.

How long does setup take?

Implementation is typically days once enquiry sources and calendar access are available, not months.

Do we need to change our existing CRM?

No. Connect what you already use, or start from website forms.

Can we approve messages before they are sent?

Yes, where you want approval. Automation is configurable.

Can Scaleiko work with our existing website?

Yes. Website forms and enquiry sources are the starting point.

Can it follow up with old leads?

Yes. Dormant reactivation is part of the product.

Can we stop or modify automations?

Yes. You stay in control.

Is Scaleiko only for accountants?

Yes. Built only for UK accountancy firms.

How much does it cost?

£1,500 implementation and £750 per month.

Your pipeline shouldn't depend on someone remembering to follow up.

See how Scaleiko could turn more of your existing enquiries into booked consultations and new clients.

Book a 15-minute demo