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    Practices that onboard with strively

    How UK accountancy practices use strively to screen enquiries, book meetings, send web proposals and onboard new clients without the admin.

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    An example strively web proposal from striveX. It opens with the heading Award-Winning Accountants for Growing UK Businesses beside a photo of the firm's office, a sidebar of sections from Introduction to Next steps, a contact card for Jaya Meadows in Business Development with a Message Jaya button, and a personal introduction to the proposal.
    striveX

    The accounting firm where strively began

    Practice
    striveX, the founders' accounting firm
    New clients
    Around 10 a month, from 25 enquiries
    Average fee
    £8,000 a client
    Uses strively for
    Enquiry screening, meeting booking, web proposals and onboarding

    The challenge

    Like most practices, striveX spent a lot of time on the first part of the client journey. Every new client meant:

    • Answering enquiries, including ones that were never a good fit
    • Arranging discovery calls by email
    • Writing proposals and chasing replies
    • Chasing everything needed to get a new client set up

    That first stage was almost entirely manual, and the team could see it didn't need to be.

    What changed

    striveX automated it. Enquiries are now screened against the firm's own rules, qualified prospects book calls straight into the calendar, proposals go out as fully customisable web pages, and new clients are onboarded with e-signed engagement letters, document collection, AML checks and direct debit set-up. That process became strively.

    45 hoursof onboarding admin saved every month
    20%of enquiries screened out automatically, before anyone reads them
    £12,483of sales time saved a year, about 31% of a salesperson's year
    How we worked this out

    We put striveX's own figures into our onboarding cost calculator: 25 enquiries a month, 5 screened out automatically and around 10 becoming clients, with the calculator's standard time for each task. The salesperson's time is costed at £40,000 a year over 1,740 hours worked (37.5 hours a week, less 5.6 weeks' holiday), or £22.99 an hour.

    Onboarding time a year before strively675 hours
    Onboarding time a year with strively: the discovery calls, plus 3 minutes per proposal132 hours
    Saved on poor-fit prospects: 5 a month no longer read, booked or met65 hours · £1,494
    Saved by automating the rest of onboarding478 hours · £10,989
    Total saved a year, at £22.99 an hour543 hours · £12,483

    "We built strively inside our own accounting firm, striveX, to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally."James, Brad and Rachel · Founders of strively

    What Björgvin says about strively

    “I've increased my win rate, because I can and do send the proposal at the end of the call, not 4 days later. And I've been able to make it personal, both to the client and Heights. Would 10/10 recommend using strively for your proposals and lead pipeline.”

    Björgvin VigfússonBjörgvin Vigfússon MAATFounder, Heights AccountancyRead Björgvin's full post on LinkedIn →

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