Skip to main content
Hyper· revenue engineTalk to usFind my ideal customers
A partner's office in a professional services firm, papers spread across the desk

Client development and relationship management

Your partners keep every relationship. Jude keeps everything around it.

Jude finds the firms approaching a first proper year end, researches each one, drafts the reply and keeps the record current. Your partners walk into conversations with the homework already done.

Below is one opportunity followed through, from the cohort Hyper finds to the reply a partner sends. Both sides shown, so you can see exactly which parts stay with your partners.

Illustrative example
  1. A segment view. The filter reads limited companies, five to twenty staff, first year end within ninety days. Thirty-eight businesses found, five rows listed, and Rossmere Joinery's row is lifted and held.

    Hyper finds the firms whose first year end is coming.

  2. Rossmere Joinery's record, stage Researching. Three signal lines: grown from four staff to eleven, year end falls on 30 September, first set of statutory accounts due.

    It learns the business before it writes a word.

  3. An email and a landing page generating side by side. The email's subject is Your year end on 30 September, closing on the worded link how we take on a first year end. The landing page carries Rossmere Joinery in its own timber and green colours. A send counter reaches thirty-eight.

    The email and its own page, built together.

  4. An Outlook inbox. Dawn Mackie's reply is open: our year end is 30 September and the spreadsheet I started the business on is not coping, who would we actually be dealing with. The original campaign email is quoted underneath it.

    A reply arrives while your team is with a client.

  5. A Teams chat with Jude. Three messages: Dawn Mackie has replied, Rossmere fits the ideal client profile, and a draft reply is already in Ruth's Outlook drafts.

    Jude has already read it and checked the record.

  6. Jude's draft open in Outlook, labelled Drafted by Jude. Ruth has replaced a member of the team will walk you through the first year end with I look after firms at your stage myself, so you would be dealing with me.

    Ruth adds the one thing Jude could not know.

  7. The CRM record for Rossmere Joinery. The stage has moved to In conversation, a new activity line reads reply sent by Ruth Calder and logged by Jude, and the next action is to book the call before 30 September.

    The record keeps itself.

  8. The closed record, held, with the closing line: your partners keep every relationship, Jude keeps everything around it.

    Your partners keep every relationship. Jude keeps everything around it.

Read the transcript

A growing firm's first proper year end is the moment it goes looking for real help. Most practices hear about it a year too late.

Hyper finds those firms while the date's still ahead of them, and writes to each one about its own year, not about your practice.

When the owner replies, I brief your partner, draft the answer and keep the record. Your partner adds the judgement. That's how a practice grows without anyone cold calling.

Hyper ran the engine. Your partners kept the relationship.

01 / THE ENGINE

Every growing firm has a first proper year end once.

Nobody can call every limited company in the country to ask when its year end is. The firms worth finding are the ones your practice would actually want, approaching the moment while there is still time to help properly.

Hyper finds that cohort and researches each one. Your practice sets what counts as a fit.

What Hyper prepared

The cohort and the campaign

  • Thirty-eight businesses matching the practice's own criteria, found among many.
  • Three researched facts on Rossmere before a word was written: the growth, the date, the first set of statutory accounts.
  • An email and its own landing page, generated together, carrying Rossmere's own name and colours rather than the practice's.

What the practice decided

The criteria and the line

  • The size and stage of client the practice actually wants: limited companies, five to twenty staff, a first year end within ninety days.
  • That a first year end is the one moment worth writing about, and that the email reports timing and fit rather than advice.
  • That every page carries the buyer's own name and colours, never the practice's.

02 / THE CLIENT'S WORLD

Dawn replied while Ruth was with a client.

A reply that comes in mid-afternoon is easy to leave until things go quiet, and things rarely go quiet in a practice. Jude doesn't let it wait.

Jude reads the reply, checks the record and drafts the answer. The partner adds the one thing only she can say.

What Jude prepared

The brief and the draft

  • Read Dawn's reply the moment it arrived and checked it against the record.
  • Confirmed the fit against Rossmere's own ideal client profile, in a Teams message with the facts named.
  • A drafted reply in Ruth's own Outlook drafts, answering who Dawn asked to be dealing with.

What Ruth decided

The reply that was sent

  • Replaced Jude's line about a member of the team with her own name.
  • Approved and sent the reply, under her own name, within the hour.
  • The relationship, which stays hers from the first call onward.

How the work splits

The work Jude takes off your partners' plate.

  • The finding and the reading. Jude tracks which firms are approaching a first proper year end and learns each one, so your partners only ever look at firms worth their hour.
  • The first draft. When an owner replies, the answer's already waiting in drafts, and the partner adds the one thing only she can say before it goes out under her name.
  • The record. The stage, the dates and the next step keep themselves, so no partner types a file note at six o'clock.

Your partners bring the judgement a first year end needs. Jude brings everything else, on time.

Prepare your next conversation

See what Hyper would build for a client you would like to work with.

Find my ideal clients