9:10, year-end week
A limited company wants to switch. Autopilot books the discovery call and sends the short intake form so you know their turnover and software before you speak.
77Labs/For accountants & bookkeepers
From enquiry to onboarded client without chasing a single document.
A new-client enquiry arrives in the middle of year-end. Autopilot replies in minutes, books the discovery call, follows up the proposal, chases the onboarding paperwork, and reminds every client about their deadlines so you don't have to.
From £99/month · Full setup, built with you · No long contract
A day with Autopilot
What happens while you're working.
14:00, proposal day 3
The £180 a month proposal is quiet. A text asks if they have questions; they reply with one about VAT and you close it on a five-minute call.
Onboarding, day 5
Two documents are still missing. The client gets a polite reminder with the upload link. Nobody on your team has to write that email again.
9:10Enquiry answered, discovery call booked
9:12Intake form sent
Day 3Proposal follow-up text
Day 5Onboarding document reminder
MonthlyDeadline reminders to clients
The platform
The five stages, mapped to accountants & bookkeepers.
01
Capture
Website form, Google profile, referral links and LinkedIn enquiries into one pipeline, answered in minutes
02
Follow-up
Proposals chased on day 3 and day 10, then a call prompt; a "Waiting" stage for "after year-end"
03
Call & onboard
Discovery call booking with intake form, engagement letter and ID checklist with automatic reminders
04
Reviews & referrals
Review request after the first set of accounts, referral link for happy clients
05
Retention
Deadline reminders, records-request campaigns in advance, annual review booking
Growth playbook
The Accountants & bookkeepers Growth Playbook
Five plays that grow an accountants & bookkeepers business. All of them already built into Autopilot.
You don't have to build any of this. Every play comes pre-configured in Autopilot, and on the onboarding call we switch it on with you.
01
Reply before the other two practices
Businesses looking to switch accountants contact two or three practices and go with the one that feels organised. A reply in minutes with a discovery call slot and a short intake form says organised better than any brochure. Autopilot does it while you're in a client meeting.
- Instant reply with two discovery call slots
- Intake form: turnover, entity, software, year-end
- Reminder the day before the call
02
Follow up the proposal without feeling salesy
Proposals go quiet because business owners are busy, not because they've said no. A short text on day 3 asking if anything needs explaining, a nudge on day 10, then a prompt for you to call. "After year-end" goes to Waiting with a date. You win more fixed-fee clients without ever chasing by hand.
- Day 3 and day 10 texts, then a call prompt
- "Waiting" stage with a reminder date
- Proposal link that shows when it was opened
03
Onboard without the email ping-pong
Engagement letter, ID, proof of address, HMRC authority, previous accountant's clearance. Each new client gets a checklist with upload links and a polite reminder every few days until it's complete. Your team sees what's missing on one screen instead of in forty email threads.
- Onboarding checklist with upload links
- Automatic reminders until complete
- Team sees missing items per client
04
Reviews after the first good result
Ask when the first set of accounts is filed or the first tax saving lands, not at random. The review request goes with a direct link to Google; referral links go to clients who leave five stars. Local business owners choose accountants on reviews and recommendations, nothing else.
- Review request after the first filing
- Referral link for five-star clients
- AI-drafted reply to every review
05
Chase the records before the deadline chases you
January is a records problem. Autopilot asks each client for their records on a schedule you set, well before the deadline, with reminders until they upload. Deadline texts go out for VAT, confirmation statements and payments on account. Clients feel looked after; your team gets December back.
- Records-request campaign weeks before each deadline
- VAT, CS01 and payment-on-account reminders
- Annual review call booking for every client
Run the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform. Switch it on yourself with the help centre, or have us build it for you.
Who it's for
Questions from accountants & bookkeepers
Does it replace our practice management software?
No. Your workflow and filing tools stay. Autopilot handles the front of house: enquiries, calls, proposals, onboarding chasing, reminders and reviews.
Is client messaging secure?
Messages are templated, consented and logged on the client record. Documents are collected through links to your own secure storage. 77Labs is ICO-registered.
Can it send deadline reminders automatically?
Yes. Set each client's year-end, VAT quarter and filing dates once, and reminders go out on the schedule you choose.
We get most clients by referral. Does this help?
Referral is exactly what it feeds: review requests after good results and a referral link for every happy client, tracked so you can thank the referrer.
We're a two-partner practice. Is it overkill?
Take Off at £99 covers the enquiry, follow-up and onboarding automations for a small practice. Add Cruise when you want us to run LinkedIn or Google ads as well.
Who it's for
Made for accountants & bookkeepers
- Discovery call booking with intake form
- Proposal follow-up with a Waiting stage
- Onboarding checklist with automatic reminders
- Deadline and records-request reminders
- Review requests after the first filing
Who it's for
Built for your trade
Same platform, tuned to the way your trade sells.
See it set up for accountants & bookkeepers.
Answer 9 quick questions and get the plan that fits. No form, no sales call unless you want one.