Forgot who was contacted when you sell to accountants
Are you sure you did not email that company last month? Here is how people who sell to accountants fix it.
Are you sure you did not email that company last month?
Without a clear record you cannot tell who you already contacted, who replied and who said no. You end up guessing or searching your sent folder.
It hits harder when you sell to accountants. Accountancy practices range from sole practitioners to firms with several partners, and the partners make buying decisions together. They are careful, value compliance and tend to buy software and services that save staff time during busy filing periods.
Writing to the same company twice looks careless and can cost you the deal. Warm replies go cold because nobody followed up.
One status and full history per company.
Every contact in Riftjaw has a status: New, Contacted, Replied or Customer. The record keeps a history of every mail, open, click and form entry. Notes and your own tags sit right next to it.
- Fields that fit accountants, such as partners
- Email prefixes that fit, like info@, office@, enquiries@ and admin@
- Status, tags and a segment on every record
Fixing it in Riftjaw
- Open the record. See the status, notes and every mail sent to this contact.
- Update the status. Move the contact from New to Contacted, Replied or Customer.
- Tag what matters. Add tags such as warm, cold or already called.
Other walls when prospecting accountants
Accountants ignore mail during filing deadlines.
Pause the campaign and resume when the deadline has passed, with the send log showing where you stopped.
Directory data includes firms that have merged or closed.
Each record keeps its source and date, and you can archive firms that no longer exist.
It is unclear which partner replied and what was agreed.
Notes and full email history sit on the contact, visible to the whole team.
Fields worth recording for accountants
Any column in your import can become a field. These are the ones worth keeping for accountants.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Partners | The number of partners shows firm size and decision structure. |
| Niche | Firms that focus on one sector buy specialist tools. |
| Practice software | Their current system shapes an integration or switch pitch. |
| Professional body | Membership can hint at the type of work they do. |
| Managing partner | The name of the person who signs off on purchases. |
Questions people ask
Right after major tax deadlines, when the pressure drops. You can prepare the campaign in Riftjaw beforehand and start sending in small batches once the deadline has passed.
Yes. Add a field for the contact name and fill it when you know it. Placeholders like {first_name|there} fall back to a friendly greeting when the name is empty.
If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, office@, enquiries@ and admin@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.
Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.
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