Separate the one-off return from the retainer before a partner picks up.

1. One log for enquiries that arrive six different ways

   The office landline, a partner's mobile, the website form, WhatsApp and a referral mentioned over tea, all recorded in one place with who is handling it.

   Result: An enquiry stops depending on whose phone it reached.

2. A triage form that sorts the season's rush

   Entity type, turnover band, the deadline in hand and whether there is a current accountant, asked before any partner time is committed.

   Result: Salaried filings go to the team and business owners go to a partner.

3. A scope and fee note that goes out in two days

   A reusable engagement scope for audit, GST retainers, ROC compliance and advisory work, filled in and sent within two working days of the first meeting.

   Result: The prospect has something to decide on while the meeting is fresh.

4. The referral sources written down

   Bankers, lawyers, valuers and existing clients recorded with what each one sent and when, so a branch manager's transfer does not take the relationship with him.

   Result: You know which relationship to go and see this month.

5. Follow-up dates for the prospect who went quiet

   Two dated reminders set on the day a fee note is sent, and a note in October for the business clients who came only for a return in July.

   Result: The filing season feeds next year's retainer book.

6. Monthly reporting from enquiry to engagement

   Enquiries by source and service, meetings held, fee notes sent and engagements signed, measured against the baseline taken before work started.

   Result: Partners see where the retainer clients actually come from.

1. 01 · Day 1

   Free audit call

   45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · Within a few working days

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

4. 04 · Month 1

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · Every month

   Report against the baseline

   What moved, what did not, and what changes next, in plain words.

6. 06 · Month 3 to 6

   Renew on the numbers

   The term ends and you decide whether to continue from the results. No twelve-month lock.

• Marketing and sales, as one job

  Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

• The person on the first call does the work

  No account managers in between. You are never handed to someone you have not met.

• A baseline before anything starts

  Your numbers are written down on day one, so every monthly report compares against something honest.

• The fee in writing, split three ways

  Our time, your media spend and production on separate lines. You always see what goes to us.

• No lock-in, no guarantees we cannot keep

  Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.

• One office, and we say so

  Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.