Sales walks into the meeting knowing whether it is tax, payroll or a new business
A generic accounting proposal does not work for a one-person business and for a company already billing much more, nor for somebody on the simplified tax regime and somebody on the standard one — and a generic proposal is exactly what comes out when the screening skips the basics before the meeting is booked. SDRBOT.ai answers the prospect on WhatsApp, identifies company size, current tax regime and whether this is a switch of accountants or a first hire, and books the proposal meeting with that direction already set. Your sales team walks in knowing whether the conversation is about tax filings, payroll or registering a new business.
Build my SDR free →What slows support down today
A business owner writes "I need an accountant" without saying whether it is a one-person business, a small company or one already billing much more, and the firm builds a generic proposal that fits none of those cases.
A lead wants to switch accountants mid-year, but nobody asks whether the current accountant has been told or which regime the company files under today — information that changes the timeline and the difficulty of the handover.
The proposal meeting gets booked, but nobody asked what the company actually needs — tax, payroll or a new registration — and sales walks in with no idea where to start.
A real conversation in accounting
What it qualifies before handing the lead over
- Company size (one-person business, small, midsize or larger) and approximate revenue, which defines the right service package
- Current tax regime — simplified, intermediate or standard — when the company is already registered
- Whether this is a switch of accountants or a first hire, because it changes the process and the handover timeline
- Main need (tax, payroll, registering a new business), so the proposal meeting starts already pointed somewhere
what lands in your dashboard
Proposal meeting booked
- Company
- Small business, already registered
- Regime
- Simplified
- Situation
- Switching accountants (current one unresponsive)
- Scheduled
- Tomorrow, 10 AM — proposal presentation
Illustrative example. In your account the SDR is trained on the real details of your business.
Size and regime, asked before anyone builds a proposal
A one-person business, a small company and a company already billing much more do not fit in the same proposal — and neither do a business on the simplified tax regime and one on the standard regime. Asking about it after a generic proposal has already gone out is rework for the firm and a bad first impression for the owner.
The SDR asks about size and current tax regime in that first conversation, and those answers already point to which service package makes sense to present. Sales gets the lead with that groundwork done, instead of finding it out in the meeting.
Switching accountants comes with a question nobody asks up front
Somebody switching accountants carries a worry that a first-time client does not: continuity. Going uncovered during the handover, or missing a filing deadline in the middle of the move, is the fear that stalls the decision.
The SDR asks whether this is a switch or a first hire, and when it is a switch, it flags that for the sales team so the handover becomes a central part of the conversation — not a detail that only surfaces after the contract is signed.
The proposal meeting is booked already knowing what the company needs
A proposal meeting booked without knowing whether the owner needs tax work, payroll or help registering the business is a meeting that starts slowly, trying to figure that out live.
The SDR asks about the main need before scheduling, and the time lands on the sales calendar with that information attached — whoever presents the proposal knows, before joining the call, where the conversation ought to start.
What your team gains
- Company size changes the first messageA one-person business, a small company and a larger one get different approaches from the first message.
- Whoever already has an accountant arrives another wayThe sales team already knows it has to talk about the handover, not only about price.
- A meeting booked with a directionWhoever presents knows whether the focus is tax, payroll or a new registration.
- The tax regime changes the work, not just the sizeSimplified, intermediate or standard regime is asked during screening, because two companies the same size do not produce the same monthly workload.
Frequently asked questions
Does the SDR run tax calculations or point to the ideal regime?
No. It records the regime the company reports today and the interest it states, but analyzing the tax position and recommending a change of regime belong to the accountant, in the proposal meeting. The SDR organizes the information, it does not replace that opinion.
Can it qualify somebody who does not have a business registration yet?
It can. The SDR asks whether the company already exists or is still being set up, and the script changes: for somebody not yet registered, it focuses on the type of activity and how soon they need to open, not on a current tax regime.
How does it work in the busy stretches, like a change of regime or filing season?
You can adjust the SDR's automatic replies and business hours for the heavier periods, like January and annual return season. Outside of that, the qualification script is the same all year.
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