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.

Source: Sopro, B2B Buyer Statistics and Insights

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.

Chatbot for accounting firms showing a lead qualification conversation

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

1

Install the Plugin

Works with any WordPress theme.

2

Select Your Content

Choose which pages to index.

3

Start Capturing Leads

Answer questions 24/7.