Chatbot for Accounting Firms
A chatbot for accounting firms that qualifies leads and answers client questions around the clock.
90% of B2B buyers use online channels as their primary way to find new suppliers. When a business owner lands on your firm’s website after hours, ClevrBot answers their questions and captures their contact info so you never miss a qualified lead.
See It In Action
A business owner visits your site at 9 PM. ClevrBot answers their questions from your content and captures their contact info before they leave.
Prospects Research Outside Business Hours
Leads contacted within 5 minutes are 21x more likely to qualify than leads contacted after 30 minutes. When a business owner is comparing accounting firms at 10 PM, they are not waiting for your office to open.
Source: MIT Lead Response Management Study
The late-night comparison shopper
A small business owner just got hit with a tax notice and is researching accounting firms from their kitchen table. They have specific questions before they are ready to reach out.
- Found your firm through Google or a referral
- Want to know if you serve their industry
- Curious about your pricing structure and services
- Ready to talk, but not ready to fill out a contact form
The difference ClevrBot makes
Without ClevrBot:
- Browse your site, can’t get quick answers
- Stare at a generic contact form
- Leave and check another firm’s website
- You see the traffic in analytics the next morning
With ClevrBot:
- Ask about your services: immediate answer from your pages
- Ask about your specialties: pulled from your content
- Feel confident your firm understands their needs
- Share their name and phone number to set up a consultation
Your Pages Become Instant Answers
ClevrBot reads your existing website and uses it to answer visitor questions.
Services Pages
Tax preparation, bookkeeping, payroll, and advisory services explained instantly from your content
“Do you handle small business tax returns?”
“What bookkeeping packages do you offer?”
Industry Specialties
The industries and client types you serve, pulled directly from your about and specialty pages
“Do you work with restaurant owners?”
“Do you specialize in e-commerce businesses?”
Lead Capture
Every conversation ends with a name and phone number you can follow up on the next business day
“I need help with my business taxes”
“Can someone call me to discuss your services?”
How It Works
Install the Plugin
Works with any WordPress theme.
Select Your Content
Choose which pages to index.
Start Capturing Leads
Answer questions 24/7.
Start Capturing Accounting Leads Today
100 free messages. No credit card required.
