Find the gaps costing you clients.

Most firms do not lose clients because their work is poor. They lose them in the gaps between “someone found us” and “someone booked a call”. This checklist finds those gaps.

Client-Getting Foundations Checklist

Twenty yes-or-no checks across the 5 Cs of client-getting
A scorecard that shows your lowest C in about ten minutes
A first fix for each C, so you know where to start

What is inside

The 5 Cs every firm needs to win clients online.

Each C is something a firm either has in place or does not. Together they take a stranger from first visit to happy client.

C1 · Credibility

Visitors trust you at a glance

Does your website say who you help, prove you are real and make the next step obvious?

C2 · Convenience

Booking takes seconds

Can a visitor book a call before they change their mind?

C3 · Capture

Hesitant visitors still become leads

Do visitors who are not ready to book still leave you their details?

C4 · Contact

No enquiry goes unanswered

Does every enquiry get a fast reply and steady follow-up?

C5 · Champions

Happy clients vouch for you

Are reviews and referrals something you ask for on purpose?

Your scorecard

One number and a clear next step

Add up your ticks, find your lowest C and see what to fix first.

How it works

Ten minutes. Pen in hand.

Step 1
Tick what is true today
Go through the five Cs, one page each. A check counts only if it is true for every enquiry.
Step 2
Add up your score
Count your ticks for each C and write the total out of 20.
Step 3
Fix your lowest C first
Each page has a first fix. The last page matches your score to the next step.

Why we made it

Built by an accountant who builds funnels.

I’m Antoine Joseph: 20+ years as a practising accountant and 10+ years building funnels and ad campaigns. This is the checklist I use to see where a firm’s next client is being lost.

Ready to see where you stand?

Firmatical is a digital marketing company. This checklist is general marketing guidance. It is not accounting, tax, legal or professional-conduct advice, and it does not predict results.