Phone and email confirmed
Both contact channels met the verification requirements. This is the record that carries the Verified badge.
the original →
Bookkeeping leads, generated by us.
Business owners who answered one of our advertising campaigns and asked for help with their books. Before a lead reaches you, the owner completes a detailed intake, gives their contact information, verifies their phone number by SMS, and tells us the state of their books.
SMSphone verified by the prospect15+fields on every record
see one →
This is what lands in your portal.
Every lead arrives as a record like this: what the owner told us, what we checked, and what we added before you saw it.
where they come from →
We generate them. We do not buy them.
The difference matters more than any adjective we could put in front of the word lead.
- 01
We run the advertising
Our own campaigns, under our own brand, paid for by us, aimed at owners whose books have fallen behind, who are still doing it themselves, or who are not sure their numbers are right. Nothing here is scraped, bought from a list broker, or resold from another network.
- 02
The owner asks for help
They choose to submit an inquiry about their books. These are not businesses picked out of a directory for fitting a profile: the owner has taken an action that says they have a bookkeeping problem.
- 03
They complete the intake
A detailed set of questions about the state of the books, what is already covered, and when they want help. It takes real thought to finish, which is most of why these records read differently from a form fill.
- 04
They verify their own phone number
The prospect enters a one-time code sent by SMS. This is not a submitted number run through a database afterwards: the person on the other end proved they hold the phone, which is what cuts fake numbers, typos, and idle form activity.
- 05
We check the contact details and research the company
Two separate passes. Validation evaluates what the prospect submitted; enrichment adds public company information so you can prepare before dialling. Neither is allowed to hold a lead up.
- 06
It lands in your portal
Delivered during the hours you choose, in your timezone, with the full record attached. You get a notification, the whole profile, and somewhere to log what happened after you call.
what they told us →
They answered all of this before you got the record.
This is the actual intake. By the time a lead reaches your portal, the prospect has described their books in more detail than most discovery calls get to.
- Industry and approximate annual revenue
- How many bank and credit card accounts they run
- Whether anyone handles their books today, and who
- What they currently pay per month, if anything
- Whether they know their actual profit margin
- How they track spending, from software to a shoebox of receipts
- When the books were last reconciled
- Whether business and personal finances are still commingled
- What they already have covered: payroll, sales tax, AP and AR, annual tax
They also get an estimated price range with their results. That is deliberate: the person you call has already thought about paying someone, and is not hearing a number for the first time from you.
the verified badge →
Verification you can actually understand.
Most lead vendors mark everything verified. Ours is stricter, and that is what makes it useful.
One channel confirmed
One contact method came back confirmed while the other was inconclusive. You see which, so you know whether to call or write first.
Verification inconclusive
The available checks could not return a definitive result. We show that status rather than making a claim we cannot support, in either direction.
enrichment →
What we add before you see it.
Enrichment runs on every lead, and it is best-effort by design: it never blocks a delivery and never decides who a lead goes to.
- Email validation
- Every address is checked against a live validation service before the lead moves. Undeliverable addresses are caught here, not by you at 8am.
- Phone validation
- Numbers are looked up for line type, so you know whether you are about to call a mobile, a landline, or a VoIP number.
- Company research
- A web research pass returns industry, size, location, website, year founded, employee count, and revenue range, each with a confidence score and its source.
- A written brief
- Two to four plain sentences on the business, with citations, so you walk into the call knowing who you are talking to.
how we differ →
How Booked By Friday leads are different.
The differences were scattered through this page. Here they are side by side.
Broadly resold lead lists
- May be purchased from another provider
- May contain older inquiries
- May carry only basic contact information
- May be distributed without a stated limit
- May rely entirely on database records
- May not show what the prospect actually asked for
- May label every record verified
- May arrive with no way to track outreach or outcomes
Booked By Friday bookkeeping leads
- Generated through our own advertising
- Submitted directly by the business owner
- Built on a detailed bookkeeping intake
- Phone verified by the prospect through an SMS code
- Email and phone checked before delivery
- Company research added to the record
- Shared within a stated maximum of three firms
- Delivered to a portal that tracks outreach and outcomes
after delivery →
What happens once a lead is yours.
DIY is for firms comfortable running their own outreach. We generate the inquiry, collect the information, check the contact details, and deliver the opportunity. Contacting the prospect and turning that into a client is your firm's work.
- 01
Call as soon as it lands
The lead reaches up to three firms. The one who calls first usually wins it, so a lead you open on Monday and call on Wednesday is mostly gone.
- 02
Leave a voicemail
Say who you are and why you are calling. Plenty of owners return a voicemail from a name they can place.
- 03
Text, then email
A short text explaining who you are, and an email giving them another way to answer. Different people reply on different channels.
- 04
Keep following up for several days
One attempt is not a follow-up sequence. Most conversations that happen at all happen after the first contact.
- 05
Record what happened
Log the outcome in the portal. It is how you see which leads deserve more attention, and how anything eligible gets returned.
A lead is an opportunity to begin a sales conversation. It is not a guaranteed appointment or a guaranteed client.
Firms that would rather start from a scheduled and confirmed conversation should look at Booked For You meetings instead.
the boundaries →
What we do not do.
- We do not scrape business directories and call the records inbound leads.
- We do not buy aged bookkeeping inquiries from another lead network.
- We do not hand over a name and a phone number with no context.
- We do not label every record verified.
- We do not promise that every lead will answer.
- We do not promise that every lead will become a client.
- We do not sell the same active record back to the same firm twice.
the honest part →
What we will not pretend about.
Shared leads have real tradeoffs. Here they are, stated before you buy rather than discovered in month two.
- Shared with up to three firms
- A shared bookkeeping lead can reach at most three firms, and often fewer. It is a ceiling, not a quota. We will never call this exclusive, because it is not.
- Speed is the whole game
- When three firms get the same inquiry, the one who calls back first usually wins it. If you cannot call back inside the hour, buy fewer leads, not more.
- What conversion tends to look like
- A general benchmark for shared leads is that 10 may create around 3 real conversations and roughly 1 client. Treat it as a benchmark rather than a formula: results move with response speed, how many times you follow up, your pricing, your sales process, and how well the work fits what you offer.
- When a lead may be eligible for return
- Fake contact details, someone who never inquired, spam, or an abusive prospect. File it in the portal and we restore the lead to your quota. On DIY you can return up to 20 percent of an order, and you need at least 5 purchased leads to be eligible. Bonus leads are not eligible.
- What does not make a lead returnable
- No answer on the first call. No reply the same day. The prospect choosing another firm, or deciding not to move forward at all. Work outside your preferred industry or under your minimum. Waiting too long to make contact. None of these are defects in the lead, and a policy that covered them would be a guarantee of sales.
- You never get the same lead twice
- A lead you have already been delivered will not be handed to you again while that delivery stands. You are not paying twice for the same name.
before you buy →
Common questions about bookkeeping leads.
- Did these business owners actually request bookkeeping help?
- Yes. Each one answered a Booked By Friday advertising campaign, completed a bookkeeping intake, and asked for help with their books. Nobody here was selected from a directory for fitting a profile.
- Are the leads exclusive?
- No. A DIY bookkeeping lead is shared with a maximum of three firms, and often fewer. If exclusivity matters to you, Booked For You meetings are yours alone.
- Does anyone at Booked By Friday speak to the prospect first?
- Not on DIY. The owner completes the intake and verifies their phone by SMS themselves, and we check the contact details and research the company before delivery. No one from our team has a conversation with them. On Booked For You we do reach out, confirm the need, and schedule the meeting.
- What does verified mean here?
- The prospect entered a one-time code sent to their phone, and we checked the submitted email and phone before delivery. The portal shows what came back: both channels confirmed, one confirmed, or inconclusive. We show the status rather than labelling everything verified.
- What information do I actually receive?
- The intake answers, contact details, verification results, and available company research, with a written summary of the business. The example lead near the top of this page shows the full set of fields.
- Can I choose a location or an industry?
- Leads are US businesses, mostly smaller blue-collar operators. Industry-specific selection is not something we offer today; we are working on it and it will arrive as a premium add-on when it is real. Ask us about location before you buy rather than assuming.
- What if the contact information turns out to be invalid?
- File it in the portal. Fake details, someone who never inquired, spam, and abusive submissions are eligible. On DIY you can return up to 20 percent of an order and need at least 5 purchased leads to qualify. Bonus leads are not eligible.
- How fast should I call, and how many times?
- Immediately, and more than once. The lead reaches up to three firms, so the first useful call usually wins it. Voicemail, then a text, then an email, then keep going across several days. One attempt is not a follow-up.
Questions about billing, account settings, pausing deliveries, or another Booked By Friday product? View all frequently asked questions.
Ready to work them yourself?
DIY sends bookkeeping leads to your portal every month. If you would rather skip the calling and have meetings booked for you, that is Booked For You.
respond fast, and the math works.