Why we built strively
We built strively for our own firm first
Where it started
strively started inside striveX, our accounting firm. Like most practices, we spent a lot of time on the first part of the client journey: answering enquiries, arranging calls, writing proposals and chasing everything needed to get a new client set up.
The gap we saw
That first stage was almost entirely manual, and we could see it didn't need to be. We wanted two things: a smoother start for every new client, and a lot less admin for our team.
What we built
So we built it. strively screens enquiries against your rules, books meetings into the right person's calendar, sends web proposals instead of PDFs and onboards new clients with e-signed engagement letters, AML checks and direct debit set-up.
Who it's for
We built strively for practices like ours: accountants, bookkeepers, payroll bureaux and tax advisers who want new clients to have a better first experience, without the admin that usually comes with it.
James HarrisCo-founderDirector of striveX LinkedIn
Brad MillsCo-founderDeveloper LinkedIn
Rachel HarrisCo-founderDirector of Accountant_she LinkedIn