The challenge
What was getting in the way
CPA and bookkeeping firms needed qualified conversations without consuming partner time on repetitive cold outreach.
Accounting / Bookkeeping
US CPA Outreach Automation
Accounting Image
A performance-oriented outbound pipeline that combined data sourcing, sequenced email, and an AI voice agent for first-touch qualification.
Retell AIApollo.ioInstantly.aiAI VoiceOutbound Automation
The solution
What was built
Apollo.io sourced prospects, Instantly.ai ran sequenced email, Retell AI handled first-touch voice qualification, and people stepped in when a conversation was ready.
- Prospect sourcing and segmentation through Apollo.io
- Email sequencing through Instantly.ai
- Retell AI voice agent for first-touch qualification
- Human handoff for qualified conversations
- Performance-based commercial model
AutomatedFirst-touch outreach
QualifiedHuman handoff point
PerformanceAligned engagement model
System flow
How the pieces connect
A simplified architecture view. Production details vary by environment, identity model, data policy, and operating constraints.
Source
Apollo.ioTarget CPA firms→
Sequence
Instantly.aiPersonalized email→
Qualify
Retell AIVoice first touch→
Route
Lead criteriaQualified conversation→
Close
Human follow-upPartner time protectedRelated work
More systems in the same problem family
Start with one workflow
Bring me the process that is slow, manual, or difficult to scale.
In 20 minutes, we can map the bottleneck, identify what is worth automating, and decide whether a proof of value makes sense. No pitch deck required.
Book a complimentary workflow audit →
Can’t find a suitable time on the calendar? Message me on WhatsApp and I’ll do my best to arrange a time that works.
In Riyadh during LEAP 2026 · Remote worldwide · On-site by arrangement