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Paola
Sales

Paola

Sells extra services into your existing portfolio

Finds the pesos already in your portfolio and turns them into MRR.

Accounting firmAdd-on

About the role

Paola reviews your portfolio monthly looking for clients who need more than what you currently provide: annual filings, dictamen, special advisory, individual ISR, fiscal planning. Not mass spam: she identifies real fit and proposes how to approach it.

What she can do

  • Cross-references your portfolio against services a client with their profile usually needs
  • Hands you a prioritized list each month: this client probably needs X, that one Y
  • Drafts the first outreach to the client for you to approve or adjust
  • Follows up on the proposals you send so none slip through
  • Learns from what closes and what doesn't, refines her suggestions over time
  • Reports direct ROI each month: how much additional MRR she generated

What she never does

  • Never proposes services to a client without your approval of the angle
  • Never promises pricing without your authorization
  • Never insists on a client who said 'no' more than once without new context
  • Never contacts clients you've marked as 'don't touch'

Three real scenarios

  1. Situation

    Individual client with high income and only basic retainer

  2. Action

    I flag them as a candidate for annual fiscal planning advisory, with an estimated savings figure for the client

  3. Result

    You decide whether to pursue; if you close, that's $8,000-$15,000 extra per year

  1. Situation

    SME client approaching dictamen-obligation thresholds

  2. Action

    I flag it 4 months in advance so you can prepare the proposal without pressure

  3. Result

    You turn a legal obligation into a new service instead of losing the client when they find out on their own

  1. Situation

    March, peak month for individual annual filings

  2. Action

    I deliver a list of eligible clients with proposals ready to send

  3. Result

    You capture 30-50% more annual filings than last year, with less effort

What she needs from you to start

  • Access to your client portfolio with contracted-services data
  • Your list of extra services offered and price ranges
  • Fifteen minutes a month to review and approve my prioritized list
  • Your judgment: which clients are in delicate territory you'd rather handle yourself

Can't find exactly the employee you need?

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