Accountants to build a referral network with
Well-rated accountants near you, with a partner and a referral idea.
What it does
Every month: the best-rated accountants and tax consultants within 5 km of your firm, the new ones only, each with a partner from Apollo and a referral idea by xMap AI, approved by you and added to HubSpot.
In one sentence: Monthly on the 1st at 08:00, in Lisbon, find accountants, tax consultants and chartered accountants in the area, keep only new ones, find the Partner, Owner and Managing Partner with Apollo, write a summary of each with xMap AI, wait for approval, then create contact in HubSpot and email the list to you.
Why it is useful
Accountants and lawyers share clients. A small referral network of well-rated firms nearby brings steady work both ways.
Who it is for
Law, accounting & professional services. Law firms, accountants, notaries, translators and consultancies winning clients, choosing offices and serving them on time. Every use case for law & professional services
Best use cases
- A business law firm
- A notary
- A financial advisor
What each run gives you
- New contacts in HubSpot
The time it saves
Monthly on the 1st at 08:00. Doing the same work by hand takes about 60 minutes each time; it runs about 1 time a month, so it saves about 1 hours a month (an estimate). It is medium: 9 blocks.
The flow, block by block
- On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
- Around my firmWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
- Accountants and tax consultantsxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
- Partner from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
- Write a referral idea with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
- Approve the listLogic · ApprovalStops the run until someone says yes.
- Add the partners to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
- Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- Build your first flow in ten minutes: From a blank page to a flow that emails you a ranked list every morning.
- Write to people with Outreach: A first message and follow-ups to each result, approved first, stopping when they reply.
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- What xMap remembers about your company: Your city, industry and what you sell, filled in for you and always yours to change.
- Browser agent (web automation): An AI that works a website through a real browser: searches, filters, clicks through and reads.
- How to build a B2B lead list from the map: Every business of a type in your territory, with contacts, scored, in a sheet or CRM.
- How to collect a list from a website that has no export: A directory, portal or catalogue read for you every week, with only the new entries sent on.
More for Law, accounting & professional services
- Startups hiring engineers, for trademark and IP work: Growing startups hiring engineers, scored as IP clients, with the founder.
- Where to open my next law office: The best districts for your next law office, with a memo for the partners.
- Employers hiring from abroad, for my immigration practice: Employers sponsoring visas, with their HR director, every Monday.
- New estate agencies to partner with for conveyancing: New estate agencies with their owners and an approved partnership note.
- Companies hiring finance controllers, for my audit practice: Companies hiring finance controllers, scored as audit clients, with the CFO.
- New exchange and money transfer offices, for compliance work: New exchange and money transfer offices that need compliance help.