How I Automated Client Outreach for Finance & Accounting Businesses (No CRM) | Cold Outreach System
Автор: Dilip Kashyap
Загружено: 2026-01-11
Просмотров: 25
Описание:
In this video, I show how I built a fully automated client outreach and follow-up system for finance and accounting businesses using Google Workspace and Google Apps Script.
Medium article: https://tinyurl.com/2xdeh944
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This system automatically:
• Sends personalized cold emails from Gmail
• Handles multi-stage follow-ups
• Detects replies automatically
• Stops outreach the moment someone replies
• Tracks all leads inside Google Sheets
• Notifies you only when a hot lead responds
If you are a:
• Accounting or CA firm
• Finance consultant or advisor
• GST / compliance service provider
• B2B professional services SME
…this automation can save you hours every week and help you win clients consistently without expensive CRMs or SaaS tools.
The entire system runs inside:
Google Sheets, Gmail, Google Drive, and Google Apps Script.
▶️ Watch till the end to see the full demo and workflow.
If you want this system customized for your business or clients, feel free to reach out.
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