1OpeningOpen door, then steer to the choreSTART›
Who + what
Hi [First Name], Khaled here. I build automations for bookkeeping and accounting firms.
Lead · open door
Most firms I talk to have something that's still manual next to QuickBooks, an AR tracking spreadsheet, or rebuilding the same reports every month by hand. What's that thing for you, or have you got it all automated?
!This IS the opener. It can't be deflected with 'QuickBooks does that' because THEY name the manual thing. Ask it, then stop talking. Best on bigger multi-entity firms (15+ client entities / 3+ staff) — solos genuinely don't have this pain, so don't force it.↳ Steer to whichever chore they name (all validated in real firm data, all buildable):
AAR chase+
Confirm it back
So you're still tracking overdue invoices in a spreadsheet and sending the follow-ups by hand?
BReport rebuild+
Confirm it back
So every month you're pulling the same reports out of QuickBooks and rebuilding them by hand before they go to clients?
CData entry · Excel / PDF into QB+
Confirm it back
So someone on the team is still typing data from Excel or PDF invoices into QuickBooks by hand?
DDoc / receipt chase+
Confirm it back
So you're chasing clients for their receipts and paperwork, and tracking who's sent what by hand?
Listen
(Let them answer, then reflect the chore back in their own words before you say anything about yourself.)
!Whatever they name IS what you offer to build. If they say 'nah, that's all automated', clean disqualify, thank them, move on.Position · not a tool
That's exactly the kind of thing I build. I'm not another tool for you to buy or learn, I build the automation for that by-hand work so it just runs, wired into what you already use. Plain rule-based logic, no AI touching client data.
Next step
Would it be worth fifteen minutes to look at that one properly and see if there's something worth building for you?
2DiscoveryDig into the door they bit on›
Who owns it
Who on the team actually deals with that day to day?
!Stay quiet after each question. You're getting them to describe the pain in their own words.How much
And roughly how much time does it eat in a week?
What breaks
What's the part that annoys you most about it?
Tried before
Have you tried to fix it before, or just lived with it?
3PositioningWhat it is›
Not another app
The way I work, I'm not handing you another tool to go figure out.
Built around you
I build it around how you already do the job, so it just runs that part for you in the background.
Done for you
I scope it, build it, and set it up, so you're never running a project or managing anyone.
4ValueTheir mess, their cost›
Their math
So if that's eating someone [X] hours a week, that's most of a day gone every week on work a system could just handle.
!Use THEIR number from discovery. Don't invent figures.Reframe
That's time the team gets back for actual client work instead of admin.
5DifferentiatorsWhy you, not an agency›
One person
You deal with me from start to finish. I scope it and I build it myself, so there's no account manager and no handoff.
Fits you
It's built around how you already work, not a template you have to bend to.
It's yours
And once it's built, it's yours, so it just keeps running.
One contact
If anything ever looks off, you call me directly.
6CloseBook the scoping call›
No sell
I'm not going to try to close you on the phone, because I honestly can't quote you properly without seeing how you work first.
The ask
So the next step is just fifteen minutes where I look at that one thing with you, then tell you straight if it's worth building and roughly what it would take.
Slot
Would Tuesday or Wednesday suit you better?
🛡️Objectionsopen what they said›
?"QuickBooks is enough"+
Agree, probe, then pivot
Totally, QuickBooks does the accounting. I mean the manual stuff around it, the AR spreadsheet, the reports someone rebuilds by hand, the data still being typed in. QuickBooks doesn't do those, a person does. If that's genuinely all automated for you, you might not need me. If a person's still doing it, that's exactly what I take off them.
!Don't argue with QuickBooks, you'll lose. Probe once. If they're genuinely fine, pivot to another door (2, 3 or 4) or thank them and move on. Don't push a firm with no pain.?"How much does it cost?"+
Depends · no obligation
Fair question. The honest answer is it depends what we build, so I'd only be guessing if I gave you a number now. That's the whole point of the fifteen minutes, because once I've seen it I can give you a real figure instead of a made-up one. No obligation either way.
?"No budget for custom"+
Often smaller than you think
Totally get it, and I'm not assuming you have a big budget. The fix is often a lot smaller than people expect, so let me take a look first, and if it isn't worth the spend I'll tell you straight.
?"Can one person build this?"+
That's the point
Fair question. Yes, it's exactly what I do, focused builds rather than giant enterprise projects. So you're not waiting on a slow agency, you're dealing with the person who actually builds the thing. Happy to show you what I've done.
?"We're too small"+
Small · feel it more
Honestly, smaller firms are usually where this pays off most, because there are fewer hands so you feel the manual work more. It isn't about size, it's whether that one thing is eating your time.
?"We already have tools"+
Where tools stop
Makes sense, most firms have something. The bit I'm asking about is where those tools stop and someone's still doing it by hand or copying between them, because that gap is usually where a small custom build pays off. Worth a fifteen-minute look.
?"Send me an email"+
Qualify first
Happy to. So I send something useful instead of a generic blast, quick question first: what's the main tool you run things through right now? Great, I'll keep it short. What's the best email?
?"Is this a sales call?"+
Honest yes
Kind of, yes, it's a cold call and I won't insult you. But I've got nothing to actually sell you today, because I genuinely can't quote without seeing your setup. It's just fifteen minutes to see if there's something worth building.
?"How'd you get my number?"+
Public listing
Fair question. Your firm's listed publicly on Google with your business line, that's it. I only call firms like yours because that's who I build for.
🚪Name & reasonwhen they screen you before putting you through›
Give it plainly
Of course. It's Khaled, I'm calling about the systems and automation side of the practice. Could you put me through to the owner?
!Sound routine and boring, not like a pitch. Boring gets transferred, pitching gets screened. Give name plus a low-key reason, then hand control back with a question.If they push for more
It's to do with the manual admin behind QuickBooks, the bits the team still does by hand. Quickest if I run it by them directly, so are they around, or is there a better time to catch them?
📮Voicemailif no answer · under 20 sec›
Under 20 sec
Hi [First Name], it's Khaled, you don't know me, so I'll be quick. I run a managed invoice follow-up system that chases overdue client invoices for bookkeeping firms, so it's not something your team's stuck doing by hand. No need to call me back — I'll send you a short email with a link so you can see it run for yourself. Thanks.
!Max 2 voicemails, ever. Always pair with the email below.✉️Follow-up emailsend right after the voicemail›
Subject
the voicemail I just left
Body
Hi [First Name], Khaled here — I just left you a quick voicemail. I set up and run a managed invoice-chasing system for bookkeeping firms, wired into your QuickBooks or Xero, so it runs the whole follow-up on its own and stops the second a client pays, and if anything ever looks off there's one person, me, you can call. You keep control the whole time.
Demo link
If you're curious, here's a short demo running on fake data so you can see how it behaves before it ever touches your books:<br>[sandbox demo link + login shared privately with the prospect after the call — not published here]
Soft out
If chasing overdue invoices isn't a headache for you, no worries — just ignore this. Cheers, Khaled