Your inquiry process is
costing you
the right clients.
A structured, self-paced course that walks you through every stage of the client inquiry process
from first contact to signed contract.
Most inquiry processes
are held together
with instinct.
The wrong clients get through. The right ones slip away. Discovery calls go nowhere, proposals sit unanswered, and every new inquiry starts from scratch.
It's not a capacity problem. It's a process problem.
Every firm owner knows the feeling — busy but not converting, responsive but not selective. The system isn't the problem. The lack of one is.
A lead process that works
the same way every time.
Six stages, from first contact to signed contract. At each one, you'll know what to do, what to say, and how to decide whether to move forward.
- 01A structured intake and qualification workflow
- 02A decision framework for every inquiry
- 03A booking process that protects your calendar
- 04A lead tracking system you can use immediately
- 05A system you can eventually hand off
Where you land
after The Lead Edit.
Five modules covering every stage of the client inquiry process. Here's what the system gets you.
Saying yes to clients who aren't a fit — because there's no system to screen them out before they get too far
A 6-stage qualification process that filters the wrong clients before your time is on the line
Discovery calls that go nowhere — unstructured, unfocused, and impossible to close from
A repeatable discovery call framework with a worksheet, a structure, and a demo to model
Proposals sent into silence — no follow-up plan, no close date, no process for what happens next
Email templates for every stage: follow-up, proposal send, 30-day close, and the no-fit close
You're good at the work.
The intake, not so much.
- You're getting inquiries but not converting them consistently
- Your discovery calls feel unstructured — or you skip them
- You've sent proposals that went quiet and didn't know why
- You build your response from scratch every time
- You want a process you can repeat — and eventually hand off
From first inquiry to signed contract.
A complete lead system — the same consistent process, every time.
CAD$1,497
- Full self-paced course — all modules and lessons, available immediately
- The 6-stage inquiry system with the 30-day boundary built in
- The Discovery Call Framework (worksheet + structure)
- Annotated walkthrough of a real discovery call — full transcript, broken down stage by stage
- Annotated proposal example you can model
- Email templates for the post-send window: the proposal send, the Day 7–14 follow-up, and the 30-day close
- Implementation Sprint — day-by-day rollout checklist (2-week solo and 4-week team tracks)
- Tool-agnostic — works with whatever software and tech stack your firm already uses
- One year of access — including all updates during your access period
Two people who have lived
every stage of this problem.
Built and refined this system inside a real accounting firm — learning through years of messy inquiries, misaligned clients, and hard-won process improvements.
Brought the operational structure to make it repeatable and teachable — turning what works in practice into something you can implement immediately.
Together they distilled what actually works into something you can implement immediately, regardless of where your firm is right now.
Frequently asked questions
The Lead Edit is fully self-paced and delivered online. You'll have immediate access to all modules upon enrolment and can work through them at whatever pace suits you.
You'll have 12 months of access from your purchase date. Once you enrol, you can work through the course at whatever pace suits you within that window.
Yes. The system is designed to work whether you're a team of one or have staff. The frameworks are built to scale with you.
At this time, The Lead Edit is offered as a single one-time payment of $1,497 + applicable sales tax.
All sales are final. Due to the digital nature of this course and the immediate access provided upon purchase, we are unable to offer refunds. Please review our Terms & Conditions and reach out with any questions before enrolling.
Reach out to us directly at support@buildthefirmco.com and we'll be happy to help before you make your decision.