Professional Services

Stay in Front of Prospects Until They Are Ready.

Dapper Dev helps accounting, financial, insurance, consulting and engineering firms turn interest into meetings over longer sales cycles. We build the website, run search and ads, and set up a CRM with follow-up that keeps every prospect moving.

Longer sales cyclesAutomated follow-upMeetings booked
New InquiryExample Company · Website form Logged
Pipeline stage
NewNewContactedContactedProposalProposalMeetingMeeting
Follow-up sequence
Day 1Intro email with next steps
Day 3Check-in with a relevant resource
Day 7Reminder to book a call
Meeting booked: Wed, 11:00 AM
Illustration · example data
Who we work with

Firms We Work With.

B2B and advisory firms where clients research carefully, compare options and take time to decide.

Different field? Ask about yours
01 / 10

Accounting and CPA Firms

Tax season peaks, and advisory clients who stay for years.

What we focus on
Seasonal demandNurtureReferrals
  • 01 Accounting and CPA Firms
  • 02 Financial Advisors
  • 03 Insurance Agencies
  • 04 Consulting Firms
  • 05 Engineering Firms
  • 06 Architecture Firms
  • 07 IT Services
  • 08 Staffing Agencies
  • 09 Marketing and Creative Firms
  • 10 Commercial Real Estate
The problem

Long Sales Cycles Lose Deals to Silence.

Most deals are not lost to a competitor. They are lost to no follow-up.

  1. 01

    Inquiries Sit Unanswered

    Replies go out days later.

  2. 02

    Follow-Up Depends on Memory

    One email, then nothing.

  3. 03

    No Clear View of the Pipeline

    Nobody knows what is open.

  4. 04

    Referrals Without a Next Step

    Warm intros go cold.

How it works

From First Inquiry to Signed Engagement.

  1. STEP 01Audit
    Gaps flagged

    We review how inquiries come in, how they are followed up and where prospects go quiet.

  2. STEP 02Build

    Website, CRM pipeline and follow-up sequences written in your voice.

  3. STEP 03Launch
    Live

    Forms, calls, ads and automations go live, with your team walked through every handoff.

  4. STEP 04Report and Improve

    Inquiries, meetings and pipeline stages tracked so we know what to adjust.

Multi-location and larger teams

For Firms With Multiple Offices and Partners.

Every prospect gets a clear owner.

  • Routing by Office or Region

    Right office or partner.

  • Separate Calendars by Partner or Advisor

    Own availability per person.

  • Pipelines by Service Line

    Each line tracked its own way.

  • Reporting by Office and Service

    The whole firm compared.

Frequently asked

Questions From Professional Firms.

Something else? Call 770.215.7166 or email hello@dapperdev.com.

Our sales cycle takes months. How does automation help?

Long cycles lose deals to silence. Automated follow-up keeps you in touch at a steady pace, and your team steps in when a prospect replies or books a call.

Will automated emails feel impersonal?

We write the sequences with you, in your voice, and keep them short and useful. Anyone who replies goes straight to a person.

Which firms is this a fit for?

Accounting, financial advisory, insurance, consulting, engineering and other firms where clients research carefully and decisions take time.

Can different service lines have their own pipelines?

Yes. Each service line or office can have its own stages, owners and follow-up, all in one CRM.

Are there compliance rules for our marketing?

Some industries have rules for advertising and client communication.

Does it connect to the CRM we already use?

We start with the tools you have and connect them where possible.

Get started

Turn Interest Into Meetings.

Tell us how inquiries are followed up today, and we will show you where prospects are going quiet.