marketing for professional services
Marketing for professional services firms with AI agents
Accounting firms, consultants and agencies grow through referrals, proposals and relationships. The work that brings new clients, such as following up on proposals and keeping in touch with past clients, is the first to slip when client work is busy. MGA Accelerator keeps it on the calendar.
Where professional services businesses lose work
Proposals are sent and not followed up while client work takes the week.
Past clients and referral partners are not contacted regularly.
There is no simple view of the pipeline and where new clients come from.
How it helps
What the agents do for a professional services business
Every message is a draft until the owner approves it.
Follow-up
The Follow-up agent drafts proposal follow-ups at the intervals the owner chooses.
Reactivation
The Reactivation agent prepares check-in messages for past clients and referral partners.
Strategist
The Strategist agent writes the positioning and the offers with the owner.
Analyst
The Analyst agent shows the pipeline, win rate and sources of new clients.
Example
A first 90-day plan
Each plan is built with the owner. This is the usual shape for the trade.
- Week 1
services, ideal clients and fees that can be quoted are confirmed.
- Weeks 2 to 4
open proposals are loaded and followed up.
- Weeks 5 to 8
referral and past-client outreach, approved by the owner.
- Weeks 9 to 12
pipeline review and the next quarter plan.
FAQ
Professional services questions
What about client confidentiality?
The data stays on the firm's computer. Firms that keep client financial records run in a stricter mode: no copy of the business data goes to GitHub, and those records are kept out of the knowledge base.
Does it write proposals?
It drafts follow-ups and outreach. Proposals and engagement letters stay with the firm.
Talk to Main Growth Agency about your business
A short conversation shows whether the system fits your business and what the first 90 days would focus on.