We act as your outsourced business development function — finding, qualifying, and booking SME business owners directly into your diary. You show up and close.
Most independent practices are one referral slowdown away from a growth problem. No backup pipeline. No proactive outreach. Just hope.
When referrals slow, there is no structured pipeline to fall back on. Revenue becomes reactive instead of planned.
You are running a firm, managing clients, and delivering work. Business development gets pushed to the bottom of the list every single week.
When marketing does happen, it generates tyre-kickers. Wrong size, wrong sector, wrong budget. Time wasted on discovery calls that go nowhere.
You tell us who your ideal client is. We go and find them, qualify them, and book them in. You do what you do best — close them.
A structured 45-minute onboarding call where we define your ideal SME client — industry, turnover, location, and every disqualifier. Nothing goes live until you approve it in writing.
We identify SME business owners matching your criteria, run a targeted multi-touch outreach sequence, and qualify every prospect against your four-point standard before anyone reaches your calendar.
Qualified appointments land directly in your calendar. Twenty-four hours before each call, you receive a full written brief — their situation, their pain, and your suggested talking points.
Every component of the service is documented and agreed before we start. You know exactly what you are receiving and when.
Targeted outreach to SME business owners in your geography and sectors, running continuously throughout the month.
Every prospect meets your four-point criteria before a single slot in your calendar is touched.
Detailed written brief delivered before every booked call — who they are, their pain, suggested talking points.
Integrated directly into your live availability. Prospects book into real slots. No back-and-forth scheduling.
Every Monday before 9AM. Contacts made, conversations had, appointments booked, active nurture pipeline.
A standing 30-minute review to assess performance, adjust targeting, and plan the next 30 days.
No appointment is booked unless all four criteria are met. This is not a numbers game — it is a quality standard that protects your time.
Business owner or director — not a finance manager, not a delegated contact. The person who signs the agreement is the person in your calendar.
Every prospect's company size is verified against your specified minimum and maximum threshold before any appointment is offered.
Unhappy with their current accountant, no accountant in place, or approaching year end. A real situation — not manufactured curiosity.
Every prospect knows exactly what the call is about before they arrive. No surprises, no confusion, no wasted first ten minutes.
We carry the delivery risk. If we do not hit the minimum in your first month, month two is provided free of charge until we do. No excuses — just accountability.
We work with a small number of practices at a time. Being specific about fit means better results for everyone.
No setup fees. No long-term contracts. No tie-in periods. Month-to-month and results-led from day one.
Paterson's LeadFlow was built on a simple observation — most accountancy practices are exceptional at their craft and completely without a system for growing beyond referrals. That is the gap we fill.
This is a business built in public, documented in real time, and founded on one principle: if the results are not there, you do not pay. That is not a marketing line — it is the entire model.
21 years old. SDR-qualified. ISP certified. Built on a background of B2B outreach, pipeline management, and qualification — the exact skills that power every client campaign we run.
I am not a marketing agency hiding behind dashboards. I am an outreach specialist with a direct background in cold outreach, discovery calls, and B2B qualification, applying those skills specifically to growing independent accountancy practices.
The journey is documented publicly. No vanity metrics. Just real results, real clients, and real accountability.
No pitch, no pressure. A straight conversation about whether your firm is the right fit for what we do. If it is not, I will tell you.
[email protected] · Call takes 20 minutes · No commitment