For Agencies, Consultants, Accountants, Coaches & Professional Services
Stop Clients Ghosting After the First Call
You have the discovery call. It goes well. You send the proposal. Then... silence.
It's not your offer. It's your follow-up. The OptiMAX Lead-to-Cash Engine captures every lead, nurtures them automatically, and keeps deals moving until they close.
Free 30-minute audit • No obligation • We'll show you exactly where deals are dying
Any of This Sound Familiar?
Leads come in, but you're too busy with client work to follow up properly
Proposals go out and disappear into a black hole
You've got a CRM but nobody actually uses it consistently
Your pipeline is either feast or famine — never predictable
You spend more time chasing new business than doing the work you're actually good at
You know referrals won't scale forever but you don't have a system for anything else
£15M+
Closed in B2B Sales
40+
Businesses Automated
30 Sec
Average Lead Response
94%
Follow-Up Completion Rate
Real Example
Meet Sarah. She Runs a Marketing Agency. This Is What Changed.
Sarah runs a 6-person marketing agency in London. Good reputation, solid client list, growing through referrals. But she was stuck in a trap: too busy servicing clients to properly sell to new ones. Here's what happened when Sarah plugged into the OptiMAX Lead-to-Cash Engine.
Getting Leads
Before
- Relying on referrals and hoping they keep coming
- Website looks good but doesn't capture leads
- No time to post on LinkedIn or create content
- Cold outreach feels spammy and doesn't work
After
- Inbound leads from content, SEO, and targeted outreach
- Lead magnets converting visitors to discovery calls
- Automated content distribution keeping her visible
- Warm nurture sequences that build relationships over time
Closing Clients
Before
- Sends proposals and waits, hoping they respond
- Forgets who she's spoken to and where they are in the process
- Discovery calls scheduled sporadically
- Loses deals to competitors who stayed in touch
After
- Automated follow-up sequence after every proposal
- Clear pipeline with nothing falling through cracks
- Consistent calendar with qualified prospects
- Nurture keeps her top-of-mind until they're ready
Getting Paid
Before
- Invoices sent manually, often late
- Chases payments with awkward emails
- Cash flow unpredictable
- Client onboarding is different every time
After
- Automated invoicing as soon as work is delivered
- Payment reminders automated, no awkward chasing
- Clear visibility on what's coming in and when
- Systematised onboarding, consistent experience
Sarah didn't start an agency to spend half her time on sales admin. Neither did you.
The Lead-to-Cash Engine handles acquisition so you can focus on delivery.
The OptiMAX Lead-to-Cash Engine
One system that handles everything from first touch to paid invoice.
Get Visible
We build your lead generation engine — SEO, content distribution, LinkedIn presence, or paid campaigns. Qualified prospects start finding you.
Capture Every Lead
Every enquiry — website form, LinkedIn message, email reply — gets captured and tracked. No more leads slipping through because you were busy.
Nurture Automatically
Not ready to buy yet? Most aren't. Automated nurture sequences keep you top-of-mind until they're ready to talk.
Follow Up on Proposals
Every proposal gets a follow-up sequence. No more sending quotes into the void and hoping for the best.
Get Paid Smoothly
Contracts, invoices, payment reminders — automated. Onboarding systematised. You get paid faster and clients get a professional experience.
Everything runs in the background. You see the results without doing the work.
Start Where You're Leaking Most
All packages plug into the same Lead-to-Cash Engine. Pick the one that fixes your biggest problem first.
Get Found
Stop relying on referrals
Build a lead generation engine that brings qualified prospects to you consistently.
£1,500
£450/mo
- Website optimised to capture leads
- Content strategy and distribution
- LinkedIn presence and engagement system
- SEO for your key service terms
- Lead magnets that attract your ideal clients
Best for: Professional services firms that rely on referrals and want a more predictable pipeline
Get Leads
Stop proposals going cold
Every lead gets nurtured. Every proposal gets followed up. Nothing disappears into the void.
£500
Pay per lead (£15-80)
- Targeted campaigns to reach decision-makers
- Landing pages and lead magnets
- Automated nurture sequences
- Proposal follow-up system
- CRM integration and pipeline tracking
Best for: Professional services firms that generate leads but lose deals to poor follow-up
Get Paid
Stop chasing invoices
Contracts, invoices, reminders — automated. Client experience — systematised.
£2,000
£550/mo
- Proposal and contract automation
- Automated invoicing and payment tracking
- Payment reminders and collections
- Client onboarding sequences
- Reporting and cash flow visibility
Best for: Professional services firms losing time to admin or with inconsistent client experiences
Not sure where to start? Book a free 30-minute audit. We'll show you where you're leaking revenue and recommend the right package.
Book Free AuditWhat Changes When the System's Running
| Metric | Before | After |
|---|---|---|
| Lead Follow-Up | Manual, inconsistent | Automated sequences |
| Proposal Follow-Up | Send and pray | Automated sequence |
| Lead-to-Client Rate | 10-20% | 25-40% |
| Time to Payment | 30-45 days | 14-21 days |
| Sales Admin Hours | 10-15 hours/week | 3-5 hours/week |
These are typical results from professional services firms using the Lead-to-Cash Engine. Your specific outcomes depend on your market, pricing, and current processes. Book a free audit to see what's realistic for your business.
“I've taken on 5 new clients this quarter because I finally have capacity.”
“I used to spend every evening doing admin and follow-ups. Proposals would go out and I'd forget to chase. By the time I remembered, they'd gone with someone else.
Now the system handles all of it. Every lead gets nurtured. Every proposal gets followed up. I can see exactly where every deal is in the pipeline.
I've taken on 5 new clients this quarter because I actually have capacity to deliver work instead of chasing work.”
Sarah M.
Agency Owner, London
Questions You Probably Have
What's the investment?
Get Found starts at £1,500 setup + £450/month. Get Leads is £500 setup + pay-per-lead. Get Paid is £2,000 setup + £550/month. Most professional services firms start with Get Leads because that's where they're losing the most money — proposals going cold and deals dying in silence. Your free audit will show you exactly where you're leaking revenue and which package makes sense to start with.
How quickly will I see results?
Get Found: 2-4 weeks to start ranking and generating inbound interest. Content and SEO compound over time. Get Leads: First leads within 48 hours of campaign launch. Automated nurture and follow-up starts immediately. Get Paid: Same-day impact on invoicing and follow-up consistency. Most professional services clients see measurable improvement in closed deals within 30-60 days.
I'm not technical. Will I understand what's happening?
You don't need to understand the tech. You need to understand the results. We'll show you: leads coming in, nurture sequences running, proposals being followed up, deals closing. You don't need to log into systems or learn software. Everything runs in the background. You just see more discovery calls on your calendar and more clients signing.
What if I already use HubSpot / Pipedrive / Salesforce?
We plug into what you already have. Most professional services firms have some kind of CRM — the problem is nobody uses it consistently. We integrate with HubSpot, Pipedrive, Salesforce, and most other systems. The automation handles the data entry and follow-up that you're not doing manually. If you don't have anything yet, we'll recommend something simple that fits your business.
Is this just AI doing everything automatically?
AI handles the speed work — instant responses, nurture sequences, follow-up reminders, proposal tracking. But AI doesn't close deals. You do. The system gets prospects to the point where they're ready to talk. The high-value conversations — discovery calls, scoping, building trust — that's still you. We automate the repetitive work so you have time for the work that actually wins clients.
What if it doesn't work for my business?
If we don't identify at least 3 clear revenue leaks in your free audit, we'll know within 30 minutes and we'll part as friends. After that, you own everything we build. No lock-in contracts. No ongoing commitments unless it's genuinely working for you.
Free Guides for Professional Services
Strategic advice for building predictable lead generation
How Many Proposals Are Sitting in Someone's Inbox Right Now?
Every silent proposal, every ghosted follow-up, every “let's circle back” that never circles — that's revenue you earned but didn't collect.
Book a free 30-minute audit. We'll show you exactly where deals are dying and what it would take to fix it.
No pitch. No obligation. Just a clear look at what's happening in your pipeline.
Takes 30 minutes. You'll know exactly where you stand.