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📊Lead Follow-Up

Accounting Lead Follow-Up Agent

Convert every tax season inquiry into a recurring client.

An AI agent that follows up on every accounting inquiry, qualifies service needs, and books a discovery call — turning tax season leads into year-round clients.

Average accounting client LTV: $2,400–$8,400/year
Buy Agent for $49Unlock 200+ agents for $299/mo

One-time purchase. Instant access. Agency plan includes every agent in the marketplace.

What it does

  • Follows up on every inquiry within 2 hours
  • Qualifies business type, revenue range, and service needs
  • Books discovery calls and consultations automatically
  • Sends a monthly bookkeeping upsell to one-time clients

Included in this template

  • n8n workflow template
  • Vapi voice config
  • Discovery call script
How it works

Deploy in hours, not weeks.

1

Inquiry received → AI follow-up call within 2 hours

2

AI qualifies entity type, service needs, and budget

3

Discovery call booked and calendar invite sent

4

Post-tax-season upsell sequence fires in May

This agent only

$49one-time

Instant access to the n8n template, Vapi config, and video walkthrough. Deploy for one client. Keep it forever.

  • n8n workflow template
  • Vapi voice config
  • Discovery call script
Buy This Agent for $49
Best value

Agency plan

$299/month

All 200+ agents plus the full Ciela AI platform. One client pays for the plan. Land two and you're profitable.

  • This agent + all 200+ templates
  • n8n + Vapi configs for every niche
  • Omnichannel outreach campaigns
  • Unlimited credits
  • Team seats (2 included)
  • CRM, dialer, AI coaching, contracts
  • Priority support
Get Agency Access

3-day free trial. Cancel anytime.

Need help?

Not sure how to wire this up for a client?

You don't have to figure it out alone. Here are the two fastest ways to get unstuck.

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Book a session with Adhiraj

1:1 · Fix it live, on the spot

If you want to sit down and get it done, Adhiraj does live working sessions. Pull up your n8n, share your screen, and walk out with a fully deployed agent. No fluff, no slides — just solving the actual problem.

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