Missed-call text-back, 24/7 enquiry response and follow-up that runs while your office is closed — for CPA and accounting firms across the USA.
Book a free 15-minute callAn AI automation agency builds the systems that catch and handle enquiries without a person doing it by hand: answering the moment someone gets in touch, texting back every missed call, booking the consultation, onboarding the client and following up with anyone who went quiet. Triomatic Marketing is a Dubai-based agency working with accounting firms across the United States, the UK and Pakistan.
We build four systems: missed-call and speed-to-lead reply, client onboarding, nurture and reactivation, and automated reporting. Pricing starts at $1,095 per month plus a one-off build fee of $1,800, and the first automation is usually live in week one. Starter is month-to-month; Growth and Full engine run on a three-month initial term, then month-to-month.
The problem we solve is narrow and expensive. Practices do not lose prospects because they are bad at the work. They lose them because nobody picked up, and nobody rang back. This page covers automation specifically; for the wider picture see our digital marketing for CPA firms in the USA page.
A prospect rings your office at 6:40pm. Nobody answers. They leave no voicemail, because almost nobody does any more. They ring the next firm on the list.
You never know it happened. There is no missed enquiry in your CRM, no lost lead in a report, no line item for it anywhere. It is the most costly thing in the practice and the only one that leaves no trace.
The fix is not a bigger team or longer hours. It is a system that notices the missed call within seconds and sends a text: “Sorry we missed you — what can we help with?” Most people reply to that. From there the system can answer the obvious questions, qualify what they need, and put a consultation straight into your calendar — at 6:41pm, while you are driving home.
This is the single highest-return automation we build, and it is the one most firms have never been offered.
Almost every practice we work with needs these four, in this order.
A new enquiry arrives — phone call, website form, email. Within sixty seconds it gets a real reply, the details are captured in one place, and you get a notification with everything you need to pick up the conversation. Missed calls trigger an immediate text rather than a voicemail nobody checks.
Not because the technology is clever, but because almost nobody does it, and the practice that replies first usually wins the client. It is the same pattern behind how AI automation saves small businesses 20+ hours a month.
Someone says yes. The system sends the engagement letter, the ID and AML checks, the document checklist, the payment link and the calendar invite — in order, on time, every time. Your team gets a clean handover instead of a scramble, and the new client stops wondering whether anything is happening.
Most enquiries do not become clients this month. Right now they disappear. The nurture system keeps in touch on a schedule — deadline reminders and useful notes, not spam — and the reactivation system goes back to old enquiries and unconverted quotes. This is usually where the first unexpected revenue appears, because you already paid to generate those leads once.
Where enquiries came from, what happened to each one, and what your marketing actually produced. Sent to you automatically, without anyone building a spreadsheet.
Every practice has a period where the phones do not stop. Around April 15 and the quarterly estimate dates, the same team that answers new-business calls is also doing the work.
That is precisely when new enquiries arrive in volume, and precisely when nobody has time to chase them. So the practice takes on the clients who happened to get through, and never learns about the ones who did not. The busiest weeks of the year are also the leakiest.
Automation does not get busy. It answers the 9pm enquiry on the same terms as the 9am one, and it does not stop to finish a return first.
We are not an AI consultancy. We do not deliver a strategy deck about how artificial intelligence will transform the profession.
We are not a chatbot shop either. A bot bolted onto your website that answers three questions and irritates everyone is not automation.
And it does not give tax advice. The system captures, answers practical questions, qualifies and books — then a person in your firm takes over. Nothing substantive is promised to a prospect by a machine, which is both good practice and the only defensible way to run it. It is the same discipline as our wider AI integrations and automation service, built for accounting practices.
Week 1 — Audit and first automation. We map how enquiries actually reach you today and where they leak, and get the missed-call text-back live. You usually learn something uncomfortable in this week.
Week 2 — Design. We agree exactly what gets automated, what stays human, and what every message says. Nothing else gets built until you have signed off the words.
Weeks 3–4 — Build. We connect the systems you already use. You do not need to replace your practice management software, your inbox or your phone system.
Week 5 — Test. We run it against real enquiries with a human watching before it runs on its own.
Ongoing — Run and improve. Monthly reporting and adjustments. Most systems get meaningfully better over the first three months as real data arrives.
Ask us to demonstrate it live on the call: ring the number, do not answer, and watch what happens next. That takes fifteen minutes and tells you more than any case study.
We publish our prices. Most agencies do not, and we think that tells you something.
Starter — $1,095/month plus a one-off $1,800 build fee. Missed-call text-back and speed-to-lead automation, foundational search engine optimisation, Google Business Profile, monthly reporting.
Growth — $2,195/month. Everything in Starter, plus ongoing SEO and content, paid ads management, onboarding and nurture automation, and a monthly strategy call.
Full engine — $3,795/month. Everything in Growth, plus website design and development, email and lifecycle marketing, conversion rate optimisation and branding support.
Advertising spend is billed separately by the platform — it does not come to us.
Terms that match the work. Starter is month-to-month, cancel any time. Growth and Full engine run on a three-month initial term, then month-to-month — three months is the shortest honest window for the deeper build work to prove itself. The build fee is one-off either way. Not sure where to start? Our free growth checklist is a good first step.
The system detects the missed call within seconds and sends a text asking what the caller needs. If they reply, it answers practical questions, qualifies what they are after and offers a consultation slot from your live calendar. You get the full conversation and a booked appointment on Monday morning, instead of a missed call you never knew about.
No, and it should not. The system captures the enquiry, answers practical questions about your services and availability, qualifies the prospect and books the consultation. Anything substantive goes to a person in your firm. We build it that way deliberately.
No. We connect to what you already use — your phone system, inbox, calendar and practice management software. If you have no CRM we will set up something simple as part of the build. You do not need to buy anything expensive before starting.
Starter is $1,095 per month plus a one-off build fee of $1,800. Growth is $2,195 per month and Full engine is $3,795 per month, both with the same one-off build fee. The build fee covers the front-loaded setup; the monthly covers running it, improving it and reporting.
The missed-call text-back is usually live in week one. The full four-system build takes four to five weeks. Revenue impact typically shows in the second or third month, once the nurture and reactivation systems have worked through your existing enquiry list.
Yes, and you should insist on it with any agency. On the call, ring our number and do not answer it. Watch the text arrive, reply to it, and see the booking land. Fifteen minutes, no slides.