Virtual Lead

Social Prospecting To Appointment Setting
For Cloud Accounting Professionals



Part Of The Chartered Developments Group
Established in 1998

Don’t let your busy life get in the way of landing more clients.

You Can Automatically Have New Business Meetings
Set Up And Delivered To You In 6 Easy Steps:

Step1: We chat and get to know you

Step2: Define your ideal target client

Step3: Expertly help set up your social profiles

Step4: Socially connect with your ideal clients

Step5: Send interest igniting ice breakers

Step6: Successfully book you sales meetings

Step 1: Get To Know You

We have to know a lot about you and your ideal client before we can set up high-quality leads for you. That’s why the first step of our process is a 121 phone call with your account manager. Think of them as your online researcher. They are highly experienced and fully dedicated to your success.

This phone call is:

  • Laid-back, relaxed, highly confidential and not a sales call.
  • Designed to see if we both are a good fit for each other.
  • Held at a time that’s most convenient for you. Evenings and weekends? No problem.

This free initial consultation will give us exactly what you need to decide if our service is suitable for your business growth. It is also an oppotunity for us to see if we think we can help. We don’t just work with anyone, we only work with people that we know we can generate good quality leads for.

To arrange your free 1-2-1 consultancy  click here to pick a time.

Step 2: Identify And Define Your Ideal Target Client

During the initial call, we can define the ideal client type to target based on their sector. In preparation for the GDPR, we will only define target clients based on the company and not on individuals. This means all the work we do will be 100% compliant and safeguard your business for years to come.

We can target companies based on sectors. For example:

  • Hospitality
  • Entertainment agencies
  • E-Commerce stores
  • Technology companies
  • Transport and Logistics
  • Graphic Designers
  • Salons / Beauty stores
  • Coffee Shops

Step 3: Expertly Advise You On Improving Your Social Profiles

This is where we start to work our magic. Your photos and profile text are the foundation of everything we do moving forward, so the setup needs to be executed to perfection.

Our designers and social experts will help you:

  • Expertly recommend essential tweaks and content strategies.
  • Decide which are the best social profiles to use.
  • Help create or enhance existing graphics.
  • Suggest the best types of ways to organically drive traffic.

Step 4: Meticulously Connect You With Your Ideal Clients

Whilst you are busy running your company, we will be busy systematically and meticulously connecting with suitable businesses on your behalf.

To make this a success your expert Virtual Lead Generator will;

  • Source suitable companies to connect with from the search engines.
  • Visit the websites from the companies that you supply.
  • Connect with suggested social profiles as they appear on the various networks.

During the connection phase of the campaign, many more similar companies show up as recommended connections. These ‘look a like companies’ can be connected within seconds and can dramatically increase the efficiency of the campaign.

Step 5: Send Interest-Igniting Icebreakers

Next we will reach out to all the companies that connect back with us and start the conversation for you.

Your Virtual Lead Generator will;

  • Log in daily to your social accounts to monitor who follows us back.
  • And when they do… send them the pre-approved icebreaker message.

You may be worried that our voice may not perfectly reflect your brand ethos. That’s why all messages are from pre approved templates. However if any message comes back that is directly out of the norm we will immediately send you a summary of the conversation with a Reply Request giving you the opportunity to tell us exactly how you would like us to respond.

However please be aware that our team have been working with accountants since 2001!

Step 6: Generate New Business Meetings

Start getting ready to meet new prospects. As soon as people express interest to learn more, we will either send them a link to your online calendar or request their details so you can contact them directly to plan a sales meeting.

Here’s how it works;

  • Your virtual lead generator will aim to quickly move the interaction out of your social profile, and into a business meeting.
  • Once someone has shown interest to learn more we will forward them a link to an online calender or get their name, phone number and email address for you.
  • We will advise you to expect a bookng and make sure you’re up to speed with everything that was communicated online so that you experience a seamless transition offline and in person.

And If That’s Not Enough… We Will Monitor Your Social Profile For You!

Receive perfect conversation starters for your sales team.

This is what happens;

  • Your  Virtual Lead Generator will log in to your social accounts daily and look for interesting content that your prospects are posting.
  • They’ll hand pick the most interesting content that is worthy of a call.
  • Send you the details of the post, the details of the company so you or your sales team can drop them a line.

For example, let’s say we have followed a business in a sector that you specialise in and they post out publicly that they have won an award. We pass this information on to you so you can call to congratulate them about how your specific sector services match their specific sector award.

Ready To Start Receiving New Business Leads And Rapidly Extending Your Social Reach To Targeted Prospects?

View our plans and pick a time to arrange a call


£ 435

Per month
  • Leads: 1-10
  • Client Profiling
  • 20 Social Connections Per Day
  • Daily Monitoring
  • Twitter Messaging
  • Lead Forwarding
Book A Call

Trial Best Starter Package

£ 475

Per month
  • Leads: 5-15
  • Client Profiling
  • 35 Social Connections Per Day
  • Daily Monitoring
  • Twitter Messaging
  • Lead Forwarding
Book A Call


£ P.O.A

Per month
  • Bespoke Campagins Including:
  • Landing Pages
  • Content Creation
  • Dedicated VR Team
  • LinkedIn InMail
  • Facebook Ads
  • Telemarketing
  • SEO
  • WebDesign
Book A Call