AI automation · accountants · brokers · real estate · Wollondilly

How much revenue
is sitting in your
pipeline, unfollowed?

Clockback builds automated follow-up, onboarding, and document systems for accountants, mortgage brokers, and real estate agencies in Wollondilly and Southwest Sydney — so no lead goes cold and no client falls through the cracks.

Get Your Free Professional Services Audit →
Quick answers

How automation works for
professional services firms

How can professional services firms automate client onboarding?

Clockback builds a fully automated onboarding sequence: new client confirmed → welcome email with checklist → document collection form sent automatically → reminders if documents not returned in 48 hours → team notified when complete. Zero manual coordination. Setup starts at $799 + GST with 48-hour delivery.

What automations work best for real estate agencies in Southwest Sydney?

The highest-impact automations for real estate are: automated lead nurturing sequences for new enquiries, open home follow-up and feedback sequences, landlord monthly report automation, appraisal follow-up campaigns for warm leads, and contract milestone reminders for buyers and sellers. Each one runs without manual effort.

Is there an AI automation agency near Wollondilly for professional services?

Yes. Clockback is based in Campbelltown and serves professional services firms across Southwest Sydney including Wollondilly. We are the only local AI automation agency in the region. Starting from $799 + GST with 48-hour delivery and no lock-in contracts.

What we build for professional services

Every automation a
Southwest Sydney firm needs

🤝

Client Onboarding Sequence

New client → welcome email → document checklist → collection form → automated reminders → confirmation. Professional experience, zero manual effort.

Saves 2–3 hrs per new client
📂

Document Collection Automation

Client needs to provide documents → automated request sent → reminders at 48hr and 7 days if not returned → team alerted when received.

Eliminates document chasing
💰

Invoice & Billing Reminders

Invoice overdue → friendly reminder at day 7 → firmer follow-up at day 14 → escalation prompt at day 21. Never feel awkward chasing payment again.

Reduces debtor days significantly
🏠

Real Estate Lead Nurture

New enquiry → automated follow-up sequence → open home reminder → post-visit feedback → appraisal offer. Every lead touched, every time.

Converts more cold leads
📊

Automated Client Reports

Monthly reports generated automatically from your data and sent to clients. Professional, consistent, and zero manual work.

Saves 4+ hrs/month per client
🔔

Pipeline Follow-Up Sequences

Lead goes quiet → automated check-in at day 7, 14, and 30. Never let a warm prospect go cold because life got busy.

Recovers lost pipeline revenue
Free audit — Wollondilly professional services

Find out exactly where your firm is losing time and revenue

15-minute call. We map your workflow, identify your highest-value automation opportunity, and show you the ROI. No charge. No pressure. Local to Wollondilly and Southwest Sydney.

Book Free Professional Services Audit →

$799 + GST to get started · 48-hour delivery · No lock-in · ABN registered local business