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Colleen Oates<\/p>\nPayroll, benefits, and HR solutions company Gusto on Tuesday launched six AI agents built specifically for accounting professionals who want to grow their client base, deepen advisory revenue, and scale without adding headcount.<\/p>\n
Colleen Oates<\/p>\n
\u201cThese agents are built to help accountants develop and evolve their business, not just run it,\u201d Colleen Oates, head of indirect go-to-market at Gusto, wrote in a blog post on June 16<\/a>. \u201cThey\u2019re organized around the areas where firms have told us they need the most support: doing more for the clients they already have, finding the right new ones, and making the shift toward advisory work.\u201d<\/p>\n The six agents work together across the full growth lifecycle\u2014from getting found by the right clients, to winning them, to deepening relationships and evolving the services you offer. <\/p>\n \u201cThink of them as a group of talented teammates focused on helping you develop your practice across sales and marketing\u2014customized to what your firm specializes in and how you are hoping to grow,\u201d Oates wrote.<\/p>\n The six agents are:<\/p>\n Website Audit Agent:\u00a0The Website Audit Agent analyzes a firm\u2019s site using SEO, generative engine optimization, and demand generation best practices, benchmarks it against competitors, and delivers personalized, actionable recommendations.<\/p>\n Prospecting Agent:\u00a0The Prospecting Agent analyzes a firm\u2019s website and existing client base to define their ideal client profile, then searches their market for small businesses that fit and delivers a targeted list with verified contact information.<\/p>\n Sales Outreach Agent:\u00a0Once a firm has a prospect list, the Outreach Agent drafts personalized email cadences for each prospect, routes them for review and approval, and then, once approved, sends, tracks, and follows up.\u00a0<\/p>\n Advisory Positioning Audit:\u00a0The Advisory Positioning Audit analyzes a firm\u2019s online presence and benchmarks it against local competitors to show exactly where they sit on the compliance-to-advisory spectrum and what it\u2019ll take to move up.\u00a0<\/p>\n Expansion Pitch Agent:\u00a0The Expansion Pitch Agent generates tailored scripts and co-branded materials to pitch new services to existing clients, personalized to each client\u2019s specific situation.<\/p>\n Pricing and Margin Target Agent:\u00a0The Pricing and Margin Target Agent models a firm\u2019s costs, sets pricing, and forecasts margins on expanded services, giving them the financial clarity to grow profitably.<\/p>\n All six agents are available today as part of Gusto\u2019s Early Access program<\/a>. Firms that join now will get hands-on access to the full suite, and their feedback will directly shape what Gusto builds next, Oates says.<\/p>\n Sign in to get access to this free resource, and all of our whitepapers and reports.<\/p>\n \t\t\t\t\t \t\t\tDownload this content today!<\/p>\n Register to get free access to this content, as well as newsletters, continuing education, podcasts, and more\u2026<\/p>\n \n\t\t\t\t\t\t\t![\"](\"https:\/\/www.cpapracticeadvisor.com\/wp-content\/uploads\/CPAPA-Logo.svg\"){kind=logo}
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