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Lead Engine for accountants and bookkeepers

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The lessons are free, always. Your CRM is free for 14 days, then $49 + GST a month. Cancel any time — the lessons stay yours.

Watch · 60 secondsSame enquiry. Two endings.

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Sound familiar?Where practices lose clients.

It's rarely the fee or the advice. It's the enquiry nobody answered, and the client nobody heard from after June.

01The inbox at tax time

A business owner asks for a quote in August. You reply three weeks later. They've already engaged someone else.

02The quote that went quiet

You send the proposal and the engagement letter. Nobody follows up, and it quietly dies.

03The once-a-year client

They hear from you when the return is due, and nothing in between — so the advice work goes elsewhere.

04The Google gap

Happy clients, few reviews. When someone nearby searches for an accountant, they find someone else.

Coming up

BAS due 28 October

The July–September BAS is due 28 October (25 November if an agent lodges it). Have all your clients had their reminder? Lead Engine sends it every quarter — set it up once and it's done for good.

KEO drafts this campaign for you. Get it started this week.

Start free and send it

You're already payingTo run the practice you have.

Your practice management, tax and document software keep the work moving. None of them bring in the next client, or follow up the ones who asked.If you're lucky enough to even have these.

You pay forPractice management softwareWhat's missing

It tracks jobs and time. It doesn't reply to a new enquiry or chase a quote.

You pay forTax and ledger softwareWhat's missing

It does the work. It doesn't tell anyone why you're the accountant to call.

You pay forA client portalWhat's missing

It collects documents from clients you have. It does nothing for the ones you don't.

You pay forA website and contact formWhat's missing

Catching an enquiry isn't a fast reply, a booked meeting or a signed engagement letter.

You pay forA newsletter toolWhat's missing

One more thing to write every month — and it doesn't know who asked for a quote.

You pay forAnother monthly feeWhat's missing

It comes out every month whether it brings in new clients or not.

The real questionWhat happens after someone fills in your form, asks for a quote or replies to your email? Who responds, how quickly — and can you see which enquiries turn into engagements?

That's the gap Lead Engine fills. Every enquiry gets a reply, a follow-up and a place on your list — and you can see which ones become engagements. For $49 + GST a month.

Start my 14 days free

Inside your portalEverything in one place.

No extra logins, nothing to stitch together. Every enquiry, email, text and meeting lands on the person it belongs to.

People

  • Every lead and client, with their stage, notes and next step
  • A page for each person: timeline, emails, texts and campaigns
  • Make client, start a campaign or text them in one click
  • Import and export with a CSV — bring your client list with you
  • Pass leads to partners and see what came of them

Inbox & texts

  • Your own business email address
  • A full inbox: folders, search, drafts, starred and spam
  • Your email signature, with your photo or logo
  • Two-way texts from the person's card (texting add-on)
  • Every email and text kept on the person's card

Campaigns

  • Follow-up emails and texts that go out by themselves
  • Stops when they reply, book a meeting or become a client
  • One-off sends to everyone at a stage
  • Open and click counts, one-click unsubscribe
  • KEO drafts it for youNew
    Tell it your idea and who you want to reach. It drafts the emails, the page, the social posts and the ads
  • Video campaigns and showreelsComing soon
    Short videos for each campaign, and a showreel of your business

Pages & ads

  • Microsites with your logo, photos and enquiry forms
  • Your own web address on your pages
  • Social posts for Facebook, Instagram, LinkedIn and Google
  • Google search ads, ready to load into Google Ads
  • Your brand on every page, email and post

Calendar & meetings

  • People book a free time straight from your page
  • Day, week and month views, with your hours
  • Meeting types, with bookings on the person's card
  • Keo Call video meetingsFree
    Your own meeting room, PINs, waiting room, filters and backgrounds

Results & learning

  • Visits, leads and conversion for every page
  • Where every lead came from, with tracked links
  • Ad spend alongside the leads it brought in
  • Six short lessons that set it all up, free for good

KEO drafts it for youCampaigns ready for your practice.

Tell KEO who it's for, and it drafts the emails, texts, page, posts and ads in your brand, from what accountants, bookkeepers and their clients actually deal with. You check the words and switch it on. Some it can draft for your practice:

ExampleTradies and sole traders — BAS and claims

BAS weeks (Oct, Feb, Apr, Jul) · Tax time Jul–Oct · EOFY May–Jun

ExampleEmployers — payroll, Payday Super and monthly numbers

Payday Super (year round) · BAS weeks · EOFY May–Jun

ExampleStarting a business — setup done right

Jan–Feb new start · Jul new financial year

ExampleInvestors — rentals, shares, crypto and capital gains

Tax time Jul–Oct · EOFY May–Jun · Aug–Sep ATO letters

ExampleCatch-up — overdue returns and BAS, no judgement

Jan–Feb new start · Aug–Sep ATO letters · before the 31 Oct agent cut-off

Start free — KEO drafts my first campaign

Two weeks from nowHere's what's running.

Day 2Your best clients, named

You look back at your last 30 clients and see which kind of client to go after — the ones you like and who pay well.

Day 5Follow-up runs itself

A new enquiry gets a reply straight away and a check-in two days later — even when you can't get to the phone.

Day 14Your clients hear from you all year

Check-ins go out by themselves between tax times — so when they need advice, you're the accountant they call.

Six short lessonsOne tool each.

One a day, about fifteen minutes. You don't just learn it — you set it up while you watch, in a CRM that's already yours.

Start lesson 1 free
Courtney Wannouche, founder of Keo Collective

Who built itBuilt by a business analyst, not an agency.

I've spent my career in commercial operations, government contracts, data analytics and financial markets — building the systems that keep work moving.

Lead Engine is the system I wanted small firms to have: the lessons that show you what to do, and the CRM that does it, in one place — at a price a sole practitioner can say yes to.

Courtney Wannouche
Founder · Keo Collective · Melbourne

In their wordsWhat clients say.

★★★★★
“Courtney has been wonderful to deal with, I had new client details in my emails, SMS and notes. Having everything in one place and all the conversations on one person’s record makes it much easier to see who I need to get back to. Courtney offered me additional solutions to some of the issues I was facing in my day to day set up outside of the marketing side. I thought I needed new clients and marketing, but she helped me understand where I was under servicing my existing clients, really saving me a host of headaches. Highly recommend the program and Courtney's openness in helping me.”
DDonnaBookkeeper
★★★★★
“I’m usually on a job when a new enquiry comes in. The enquiry form helped the customer fill in ALL the details I needed, not just bits and pieces, they also booked in a time for me to come out upon sending a quote. Lead Engine has been a game changer for my business, in addition Courtney also helped me set up my business systems and procedures, automating 80% of my administration.”
JJoeElectrician
★★★★★
“I used to finish a job and move straight on to the next one. The referral lesson made me think about which clients to ask for a review on Google reviews, as in my world not all clients should be asked for a Google review due to the nature of B2B. Courtney built an end to end SaaS program specifically for our business and WorkSafe is very happy with us due to the high level reporting we can provide. I have big plans for the new system she built.”
NNoelManufacturer

Is it for you?Built for accountants and bookkeepers.

It's for you if

  • You're a sole practitioner doing the work and the marketing
  • You run a small practice and enquiries fall between people
  • You want more of the clients you like, and fewer of the ones you don't
  • You want clients to hear from you between tax times

It's not for you if

  • You want new practice management or tax software — keep yours
  • You want someone else to run it all for you
  • You already have a full-time marketing team

The priceNo surprises.

Your CRM
$49+ GST a month

The six lessons are always free. The CRM is $49 + GST a month after your first 14 days free. That's your whole CRM — people, inbox, campaigns, pages, posts, ads, calendar, analytics and Keo Call. You get 500 emails free. For more emails, or to send texts, buy tokens when you need them — they never expire.

✓

Cancel any time from Settings in your CRM. Cancel before day 15 and you pay nothing for the plan — the lessons stay yours.

  • The six lessonsFree
  • Your CRM, first 14 daysFree
  • Your CRM after that$49+ GST a month
  • Keo Call video meetingsFree
  • 1 team memberFree
  • Emails500 free
  • A $10+ GST token pack500 emails, 100 texts and 60 flexi tokens
Start my 14 days free

What uses flexi tokens

  • A text when your text tokens run out1 flexi token
  • 100 emails when your email tokens run out1 flexi token
  • KEO writes a campaign (including seasonal and your own idea)30 flexi tokens — your first one is free
  • Analyse your websiteFree
  • KEO makes an extra photo for a post The photos in each campaign are made free1 flexi token
  • KEO HelpFree
  • New — coming soon: video campaigns and showreelsComing soon

Your plan includes you and 1 team member. Extra team members are $15 + GST a month.

How we compareLess to pay. Less to learn.

The same jobs as the big platforms: without the setup costs or the months of learning.

What you getLead EngineThe big marketing CRMThe agency all-in-oneThe AI app builder
Monthly price✓$49 + GST (AUD)Cheap to start, but automation plans run into the hundreds (USD)US$97 to US$497A credits plan, then you still have to build the CRM
Setup or onboarding fee✓NoneThousands on the higher plansOften a paid setup personYour own time, building it
Extra contacts✓No extra chargeCharged per contactLimits by planWhatever you build and pay to host
Emails and texts✓500 emails free, then tokens that never expireSending limits by planCharged on top, by useYou wire it up yourself
Video meetings✓Keo Call, included freeConnect another appConnect another appBuild it yourself
Campaign builder✓Your idea and who it's for → emails, page, social posts and adsAI on the higher plansAI charged by useYou prompt every screen
Ready on day one✓Yes: six short lessons set it upWeeks of setupWeeks, often with a courseNo: you build it first
Built for✓Service businesses like yoursSales and marketing teamsMarketing agenciesDevelopers and makers

Other platforms' pricing as published in 2026, in US dollars. Lead Engine pricing in Australian dollars.

QuestionsAccountants and bookkeepers ask us.

Anything else? Call 03 9088 8054.

Do I have to leave the software I use now?

No. Keep your practice management, tax and ledger software for the work. This is for enquiries, follow-up and staying in touch.

Who writes the messages that go out?

Ask KEO to do it all for you, otherwise you can do it if you know what you want to say. The lessons give you a starting point, and you edit and approve every email and text before it runs. Your registration details stay on your pages.

How much time does it take?

About 15 minutes a day for six days. Each lesson sets up one tool while you watch, so there's no setup job at the end. After that the follow-up runs by itself.

Do I need to be good with technology?

No. If you can send an email and fill in a form, you can do this. The lessons show you exactly where to click.

Can I bring my existing clients in?

Yes. Bring them in from a spreadsheet, and take them out again whenever you like. Your list stays yours.

What does it cost?

The lessons are free. The CRM is free for 14 days, then $49 + GST a month, plus the emails and texts you send.

What do emails and texts cost?

You get 500 emails free. For more emails, or to send texts, you buy tokens when you need them, in packs from $10 + GST. They never expire.

What happens after day 14?

Your CRM continues at $49 + GST a month. If you'd rather not, cancel before then and you won't pay for the plan. The six lessons stay yours either way.

Is Keo Call really included?

Yes. Your meeting room is ready in your CRM — your clients never pay and never need an account.

Can I stop any time?

Yes. There's no lock-in. Cancel from Settings whenever you like, and the lessons stay yours.

Do I pay for KEO?

KEO Help is free. When KEO writes a whole campaign for you — including seasonal campaigns and your own idea — it uses 30 flexi tokens, and your first one is free. Analysing your website is free. Flexi tokens come in every token pack.

Can my team use it?

Yes. Your plan includes you and 1 team member. Extra team members are $15 + GST a month. Each person signs in with their own email, and only you see billing.

Start todayThe next enquiry gets your reply.

Lesson 1 takes fifteen minutes. Nothing is charged for the first 14 days, then it's $49 + GST a month. Cancel any time and the lessons stay yours.

Start my 14 days free
Questions? Call Courtney on 03 9088 8054

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