Win new clients.
Hunt
Identify and prioritise high-potential firms, create demand and convert them into live opportunities.
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Growth & Sales Engine
Full-funnel growth orchestration for accounting practices — the entire journey from the right target firms to won clients to systematically expanded ones, run as one connected engine instead of disconnected effort.
what it is
How this engine works
Most practices run business development, marketing and client expansion as separate, partner-dependent efforts. RevPractice installs them as one engine: a defined ideal client, demand created around the problems your clients actually have, orchestrated outreach to the whole buying group, and a measurable path from first touch to signed engagement to expansion — with the reporting to see where it leaks.
Target firms, buying groups and client problems defined before outreach begins.
Demand, partner follow-up and client expansion connected in one operating rhythm.
A repeatable commercial motion your team can run without relying on one partner.
Reporting that exposes stage conversion, stalled opportunities and expansion potential.
the connected funnel
From funnel management to funnel orchestration
Growth doesn't happen at one stage of the funnel. It happens when the whole funnel works as one system.
- 01
Identify
Define your ideal client — industry, size, complexity, geography — and the priority firms worth pursuing, using real fit and intent signals rather than gut feel.
- 02
Attract
Create demand around the problems your ideal clients actually feel: compliance load, a missing finance function, messy systems, or a looming deadline they can't staff.
- 03
Engage
Reach the whole buying group — owner, finance lead, office manager — with relevant content and outreach, not a single contact and a hope.
- 04
Qualify
Separate enquiries from real opportunities using fit and engagement signals, and route each to the right partner and the right motion.
- 05
Accelerate
Give partners the account intelligence, stakeholder view and next-best action to move a proposal to a signed engagement faster.
- 06
Win
Connect discovery, scoping, proposal and onboarding into one measurable opportunity journey — no deal lost in a partner's inbox.
- 07
Expand
Spot expansion triggers and whitespace, and grow existing clients from compliance into advisory, tax and CFO services — systematically, not opportunistically.
- 08
Learn & Optimise
Instrument the funnel, find where it leaks, and make every cycle sharper than the last.
four commercial motions
One engine. Four growth motions.
Move stalled proposals.
Accelerate
Find opportunities that have gone quiet, understand the friction and activate the right intervention.
Grow existing clients.
Farm
Detect expansion triggers, map whitespace and systematically cross-sell compliance clients into advisory and CFO work.
Protect the book.
Retain
Catch risk signals early and act before a client is at risk of leaving.
the intelligence spine
We engineer the system between the stages.
Each layer answers a practical question, then passes that intelligence forward so the next decision starts with context.
- 01
Market intelligence
Who should we target?
- 02
Account intelligence
Which firms are showing signals?
- 03
Buying-group intelligence
Who actually decides?
- 04
Demand orchestration
What should each account see and hear?
- 05
Sales orchestration
What should the partner do next?
- 06
Pipeline intelligence
Where are deals progressing or leaking?
- 07
Client intelligence
Where can we retain and expand?
- 08
Growth intelligence
What's working, and where do we invest next?
what we measure
Because activity isn't growth.
We measure movement through the system, commercial outcomes and where the next improvement should come from.
Pipeline
Target-firm coveragePipeline coverageStage conversion
Conversion
Proposal win rateSales-cycle timeCost to acquire a client
Expansion
Cross-sell into advisoryExpansion revenueRetention
System
Funnel leakageSource contributionConversion by segment
the other engines
One platform, three engines
Grow the practice, not just the workload.
Turn targeting, demand, partner action, conversion and client expansion into one measurable growth engine — without depending on one partner to hold it together.