How does RelayLaunch help with between-season client follow-up?

After a supported client source is configured and synced, owner-selected cadence rules can surface follow-up candidates and inform advisory drafts for review.

Can it help prepare advisory service outreach?

Available client records from a configured, synced source can inform owner-reviewable bookkeeping, tax-planning, payroll, or advisory drafts. The owner decides whether any draft should proceed.

What does the Morning Brief look like for a CPA firm?

A configured Morning Brief can present a small set of owner-reviewable client, proposal, document-request, and review-request drafts. Queueing, delivery, response, and verified outcome remain separate states.

How is this different from my CRM?

A CRM stores contacts. After a supported source is configured and synced, RelayLaunch can surface owner-selected patterns and prepare next-action drafts without replacing the source system.

How long until I see results?

Timing depends on source access, data quality, successful sync, available records, owner review, and customer response. No re-engagement or retained-revenue result is assumed.

Accounting & Bookkeeping

Client relationships can drift between engagements. Keep the next follow-up visible.

After a supported client or proposal source is configured and synced, RelayLaunch can surface owner-selected follow-up candidates and prepare retention, document-request, and advisory drafts for review.

Free AI-Readiness Score → See Pricing

Where your revenue is leaking

Off-season client drift

Clients can drift between engagements

When contact drops after tax season, clients can go months without a useful touchpoint. That silence makes renewals, advisory work, and next-season retention harder to protect.

Missed advisory opportunities

Advisory opportunities are easy to miss between deadlines

Clients face financial decisions year-round. A configured, synced client source can keep owner-selected advisory follow-up candidates visible and inform drafts for review.

Deadline-driven chaos

Missing documents create avoidable deadline pressure

Chasing W-2s, K-1s, and receipts consumes staff time during crunch season. Owner-selected due-date rules can inform reminder drafts after a supported source is synced.

What changes with RelayLaunch

A conditional sample Monday with RelayLaunch

7:00 AM

Morning Brief arrives

Sample brief: illustrative document requests, estimated-tax reminders, and an advisory check-in appear as drafts for owner review. All records are examples.

7:05 AM

Approve in 30 seconds

In this sample, the owner reviews, edits, approves, or skips each draft. Approval alone does not prove queue entry or delivery.

All day

Focus on client work

With a supported source configured and synced, approved drafts may enter a configured delivery queue. Queued, delivered, replied, scheduled, and verified outcome remain separate states.

5:00 PM

See what worked

Conditional sample only: delivery, client response, received documents, a scheduled meeting, retained revenue, and any verified outcome would each require separate source evidence.

The math

Illustrative client-value exposure per year* $8,000 - $25,000

RelayLaunch Pro (annual) $3,588

Verified RelayLaunch outcome $0 until source-backed

Arithmetic only: subtracting the $3,588 annual Pro price from an owner-entered retention scenario does not claim RelayLaunch retained a client.

*Based on AICPA practice management surveys and CPA firm benchmarking data (2024-2026). Individual results vary by firm size and client mix.

AI Discoverability

Is AI recommending your firm?

ChatGPT local search grew from 6% to 45% in one year. Find out if AI assistants can find your accounting practice, and what to fix if they can't.

Take the Free AI Readiness Score →

Assess your firm's readiness for consistent follow-through

Free self-assessment. About 90 seconds. Advisory result.

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Slot Rescue math

What are no-shows actually costing you?

Enter your own ticket size, current no-show rate, and appointment volume to estimate exposure. This calculator does not assume RelayLaunch recovers any portion.

Average ticket size

$150

No-show rate

15%

Appointments per week

$1,800

Weekly leak

$93,600

Annual leak

Get your AI-Readiness Score

Self-assessed and advisory. The Score does not inspect your calendar or operational records. Exposure assumes each owner-entered no-show represents one owner-entered ticket value.