Don't Miss Out: Perfect Your New Client Journey on Oct 14th

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How AI is changing the way prospects find your firm, and how to convert them. Live on Wednesday 14 October at 2pm.

Live webinar

From stranger to paying customer: perfecting the new client journey

Wednesday 14 October 2026  ·  2:00pm

Joined by special guest Callum MacRae, Marketing Director at JE Consulting

Hosted by Andy North and Johann Goree

Hi Emre, we're back with a new episode of TaxCalc TV, all about winning and onboarding new clients.

Register free (https://www.taxcalc.com/e3t/Ctc/DR+113/dk8gn-04/VWgX8z6zXfjxW1q3DB73mVDYqVJvnzy5VTSp_N1RGLZM5jGjMW50kH_H6lZ3q5W22QLwT96Hhh9N6xK5B86CLFrW29sGBC63rrRxW1RSLCh8LD7frN7Pp-5MkvHxzN3MYtF7zvX4TW5rd4F-2y6vnbW3gmTW76JGr2yW7f9GP07B4z3-W4B4BxQ7KgdG6N3x8-LLq5CY5W8Sg-J15wt_97W7MH0qG1qStz4W7wwN6_4j4fRDW6wJL0S2jHzMTW5ss7B28bK1CcW2t5xBc8ZMd69W1fhbbp3fZNdzW35DVQb7PqgHnW4yymJl8bNl4bW3BD6QC7b7xXwW2JzsnN4kThn1VvN8MD5GkZvjN23P7bC4w3tyW93Jj_c1jqcrYW3FTMnc82YqrWW4MtbRD34_5HwN88GGGt79Z87W2mGd7H6lRSJ3W8NwF__5DhKhrVfr6bf3R5LhMVZyX319cRV4lf82qnl-04 )

Guest speaker

Callum MacRae

Marketing Director, JE Consulting

Winning new clients starts with a great first impression. This session charts the full journey, from the moment a prospect starts searching for an accountant, through first contact, onboarding and sign-up.

Callum MacRae, Marketing Director at JE Consulting, explores how AI is reshaping the way prospects find you, and what they already know about you before they make an enquiry.

Engager co-founder Johann Goree looks at how to generate enquiries that convert more easily, and how to streamline your onboarding process.

We'll explore

•  How AI is changing the way prospects search for suppliers.

•  What your prospective customers are finding out about you.

•  How you can improve your chances of being surfaced by AI tools.

•  Best practice in managing enquiries and prospects before they sign up.

•  Delivering professional pricing, a professional proposal and streamlined onboarding with Engager.

Join us on Wednesday 14 October at 2pm and make sure your new business pipeline is as healthy as possible heading into 2027.

Save your seat

Wednesday 14 October 2026, 2:00pm. Free to attend.

Register free (https://www.taxcalc.com/e3t/Ctc/DR+113/dk8gn-04/VWgX8z6zXfjxW1q3DB73mVDYqVJvnzy5VTSp_N1RGLZM5jGjMW50kH_H6lZ3q5W22QLwT96Hhh9N6xK5B86CLFrW29sGBC63rrRxW1RSLCh8LD7frN7Pp-5MkvHxzN3MYtF7zvX4TW5rd4F-2y6vnbW3gmTW76JGr2yW7f9GP07B4z3-W4B4BxQ7KgdG6N3x8-LLq5CY5W8Sg-J15wt_97W7MH0qG1qStz4W7wwN6_4j4fRDW6wJL0S2jHzMTW5ss7B28bK1CcW2t5xBc8ZMd69W1fhbbp3fZNdzW35DVQb7PqgHnW4yymJl8bNl4bW3BD6QC7b7xXwW2JzsnN4kThn1VvN8MD5GkZvjN23P7bC4w3tyW93Jj_c1jqcrYW3FTMnc82YqrWW4MtbRD34_5HwN88GGGt79Z87W2mGd7H6lRSJ3W8NwF__5DhKhrVfr6bf3R5LhMVZyX319cRV4lf82qnl-04 )

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8 October 2026 · 06:00 UTC