Back to catalog
Beto
Prospecting

Beto

Hunter of accounting firms in your territory

Finds firms in your territory that need CONTPAQi and don't know it.

DistributorMVP

About the role

Beto doesn't do blind scraping or send 1000 cold emails. He identifies accounting firms in your assigned territory, qualifies them by size and fit, and opens the conversation with a relevant angle. When a lead matures, he hands it off ready for Carmen to quote.

What she can do

  • Identifies accounting firms in your territory that don't yet use CONTPAQi (or use a competitor)
  • Qualifies each lead by size, urgency, and fit before investing time
  • Opens conversation with an angle relevant to their situation, not a generic template
  • Matures the lead with 3-5 touches over 4 weeks until clear interest signal
  • Hands you qualified leads with full context, ready for Carmen
  • Reports weekly: how many he identified, qualified, matured, handed off

What she never does

  • Never sends mass spam or unqualified cold lists
  • Never prospects outside your authorized territory
  • Never uses tactics that damage the distribuidor brand
  • Never buys databases: works with public sources and opt-in

Three real scenarios

  1. Situation

    Firm of 30 accountants in your territory using inferior competition

  2. Action

    I identify them, open conversation with an angle on a specific feature gap, schedule demo in 3 weeks

  3. Result

    Qualified lead handed to Carmen with high close probability

  1. Situation

    Newly opened firm with no fiscal system yet

  2. Action

    I approach them early with a starter bundle proposal, explaining ROI vs doing everything by hand

  3. Result

    You capture them before competition does, they become a 5+ year client

  1. Situation

    Firm already using CONTPAQi but only the Contabilidad module

  2. Action

    I identify it as upsell, hand it directly to Carmen without prospecting effort

  3. Result

    Pipeline with warm leads instead of cold ones

What she needs from you to start

  • Your assigned territory and non-cannibalization rules
  • Your brand message and differentiated value proposition
  • Access to dedicated email/LinkedIn tools
  • Your judgment on which type of firms you prefer to serve

Can't find exactly the employee you need?

Design your ideal employee in 3 steps: tell us what she should do, what boundaries she must respect, and which systems she works from. We'll return a tailor-made profile with price and start time.

Design your ideal employeeTalk to someone on the team