TaxCalc invites you to their event

TaxCalc TV: From stranger to paying customer - perfecting the new client journey

About this event

Winning new clients starts with a great first impression

This session charts the full journey, from the moment a prospect starts searching for an accountant, through first contact, onboarding and sign-up.

We're joined by Calum MacRae, Marketing Director at JE Consulting, who explores how AI is reshaping the way prospects find you and what they already know about you before they make an enquiry.

We're also joined by Engager co-founder Johann Goree, who looks at how to generate enquiries that convert more easily and streamline your onboarding process.

We will cover:

  • How AI is changing the way prospects search for suppliers
  • What your prospective customer is finding out about you
  • How you can improve your chances of being surfaced by AI tools
  • Best practice in managing your enquiries and prospects before they sign up
  • Delivering professional pricing, a professional proposal and streamlined onboarding with Engager

Join us on 14th October at 2pm to make sure your new business pipeline is as healthy as possible heading into 2027.

Hosted by

  • Team member
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    Andy North Chief Marketing Officer @ TaxCalc

    Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.

  • External speaker
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    Callum Macrae Marketing Director @ JE Consulting

    Callum is a marketing leader with over 15 years’ experience shaping growth strategies across B2B, SaaS and professional services. He previously led accountancy marketing at IRIS Software Group. Now Marketing Director at JE Consulting, Callum partners with businesses to define their market position, elevate their brand and deliver marketing that drives measurable commercial impact. he is a regular speaker at international conferences, known for his insights on differentiation and the evolving role of marketing in a digital-first world.

  • Team member
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    Johann Goree Co-Founder & Head of Community @ TaxCalc & Engager.app

TaxCalc

Award-winning tax and accountancy software

Integrated tax return and accounts production - fast, efficient and affordable software for practices, businesses and self-assessment.