Revenue Qualified Intake™ for Accounting Firms
Turn interest into held meetings — without adding more leads
Most accounting firms don't have a demand problem.
They have a decision and follow-through problem.
Revenue Qualified Intake™ (RQI) is a consulting-led intake and decision system that ensures qualified prospects either book immediately or are explicitly disqualified — no limbo, no silent drop-off.
The outcome
More held meetings. Higher revenue per partner hour. Fewer surprises.
The real problem
It's not demand. It's wasted demand.
Accounting firms lose revenue after someone raises their hand. Not because prospects disappear — but because no system owns the next decision.
Common failure points
- •Low-quality inquiries enter the funnel and consume attention
- •Qualified prospects aren't segmented by service or fit
- •Follow-up depends on memory, not enforcement
- •Momentum dies after first contact
- •Partners don't know which leads are real — until it's too late
The leak isn't marketing.
The leak is what happens after interest is shown.
What RQI does
RQI is a decision and intake system, not a lead-generation tactic. It controls what happens after interest, so qualified prospects never stall and partner time is protected.
RQI focuses on three operational controls
Lead Quality (signal-based)
Filter prospects using explicit qualification signals
Exclude poor-fit or low-intent inquiries early
Focus only on demand that is revenue-relevant
Segmentation (service + fit)
Route prospects by service line (tax, CAS, advisory, etc.)
Segment by niche, complexity, and firm profile
Send each prospect to the correct next step automatically
Enforced Follow-Up (non-optional)
Qualified prospects must book immediately
Follow-up is automated, time-bound, and enforced
Stalled leads are escalated — not forgotten
What RQI does — operationally
RQI does
- •Qualification before booking
- •Mandatory booking gate for qualified leads
- •Automated follow-up (prospect + firm)
- •Escalation when leads stall
- •Clear states: qualified → booked → held → stalled
RQI does not
- •Rely on partner memory
- •Leave follow-up to chance
- •Chase lead volume
- •Push prospects who aren't ready
Goal: More held meetings, higher revenue per partner hour, and less wasted time.
Predictable from first touch to closed deal
RQI is designed so outreach, intake, follow-up, booking, and closing operate under the same rules — whether prospects come from referrals, inbound, outbound, or partner introductions.
Structured outreach, not spray-and-pray
Targeted, signal-driven outreach with a defined next decision for every prospect. Qualification without booking is wasted effort.
Predictability is the goal — not volume
Clear entry criteria, mandatory next actions, and explicit exit conditions. Every prospect is advanced, paused with reason, or disqualified.
Why this matters to partners
Pipeline becomes inspectable, capacity planning improves, and closing stops feeling random. Revenue becomes predictable when every step is governed by the same decision system.
Qualification without booking is not qualification
If a prospect qualifies, booking happens immediately.
No delays.
No “follow up later.”
No silent drop-off.
If booking doesn't happen, the system treats that as a signal — not a mystery.
With RQI, the next action is held, not hoped for.
RQI Intake Assessment
45-minute working session for firms with 2–10 partners.
This is not a sales call.
We review
- •Lead sources and lead quality
- •Segmentation by service and niche
- •Where qualified leads stall
- •Where partner time is wasted
You receive
- •A written intake and decision summary
- •A clear recommendation: implement RQI, partial, or do not proceed
No obligation. No software lock-in. No pitch if it's not a fit.
Consulting-led. No software lock-in.
You don't need more leads. You need fewer lost decisions.