Rechargly Strategic Accounts
Prepared for Alex and Santi · 30 July 2026 Book mapped 290 accounts loaded

Rechargly's biggest accounts aren't firms. They're networks.

This is a proposal for an account executive seat that works the networks as accounts, not as a list of offices. A small number of priority networks, worked properly, on top of the motion the team already runs. Outreach is signal-led: the message answers something that actually happened at the firm. The spec is in Signals.

14Networks, ~150 offices
290Accounts: network firms + 140 offices behind four national firms
11AFR Top-100 firms already customers
5Networks with live customer relationships

The book, mapped three days in. Every number drills to the records behind it in The accounts.

01 · Warm book

The book is warmer than it looks.

Eleven of the AFR Top 100 are already customers, including 30% of the Top 10. Five networks hold live customer relationships today. That relationship depth is where the first plays start, not cold lists.

Where the depth sits
AFR tierCustomer firmsPenetration
Top 10BDO (#5), Pitcher Partners (#9), William Buck (#10)30%
Top 20+ Kelly Partners (#17), Walker Wayland (#20)25%
Top 25+ DFK (#24)24%
Top 50+ Brentnalls (#32), Sinclair Wilson (#43), InCorp (#46)18%
Top 100+ Walker Hill (#86), Liston Newton (#96)11%

Customer relationships sit inside five of the big structures today: RSM, William Buck, Kelly Partners, Pitcher Partners and DFK. 16 case studies are already live on rechargly.com.

02 · Leverage

The leverage maths favours networks.

Account executive targets sit around $600-700K today, stretching to $800K plus. A top-tier network office is worth $30-40K a year against a base average of about $8K. A handful of network conversions a quarter outperforms a standard desk.

The ARR anchors behind that
FirmARR per office
BDO$40K
William Buck$38K
Moore Markhams$35K
Sinclair Wilson$25K
Pitcher Partners SA$10K

Alex's own figures. Base average is about $8K per office. The ratio is unproven at scale, so the seat signs up to a test with a number on it: three Walker Wayland offices moved to live opportunity inside the first 90 days. Hit it and the maths above stops being a hypothesis.

03 · The gap

The gap: nobody works them as accounts.

The current desks run a strong firm-by-firm motion, and it works. What no seat owns yet is the network layer above it: the group signs terms that act as a floor, and independent firms flex upward from there. Walker Wayland works that way, and so does DFK. Working that layer as its own account is a different job, and right now it's nobody's. That's the seat.

Pick a few. Work each as one account, not thirty offices.

The approach: choose a small number of priority structures, network, consolidator or national firm, and treat each as a single account with many doors. Here's what that looks like on the first one.

The three structures, in the market's own terms

Three ownership models cover the whole book, and the play changes with each. A network (sometimes "federated network") is independent firms sharing a brand, methodology and referrals: zero common equity, each firm 100% locally owned, with a central shell entity running the network (Walker Wayland, PKF, HLB, DFK). A consolidator is a listed or private-equity-backed parent holding majority equity, typically 51%, in each firm, while local partners keep a minority stake, operational autonomy and often the local brand (Kelly Partners, which calls the model Partner-Owner-Driver). A national firm is one legal firm with one P&L and equity held centrally: multi-office, but structurally a single firm (RSM, Findex, Grant Thornton, BDO). A firm sitting inside a network is a member firm. And in outreach, mirror the parent's own word: Findex says the firm, Kelly says the group, Walker Wayland says the network.

The full book: 290 accounts

Walker Wayland is the worked example, not the whole job. The complete strategic accounts universe sits behind this drop-down: 14 networks, the consolidators and the national firms, with customer footprint marked per structure.

The full universe: 290 accounts across networks, consolidators and national firms

The strategic accounts book is roughly 150 network offices across 14 networks (independent member firms, office-level buying, this year's revenue) plus 140+ offices behind four national firms (Findex, RSM, Grant Thornton, Forvis Mazars).

NetworkTypeAU officesCustomer today
Kelly PartnersConsolidator (Partner-Owner-Driver)20+Yes · Alex-led from 28 Jul
Walker WaylandNetwork39 (AU + NZ)Yes, national terms
William BuckNetwork8 firmsYes (2 records)
Pitcher PartnersNetwork6 firmsYes (SA)
DFKNetwork18 / 12 firmsYes (Everalls)
BDONational firm14Yes
BentleysNetwork18 (AU + NZ)No
PKFNetwork16No
Moore AustraliaNetwork14+No
HLB Mann JuddNetwork~10No
UHY Haines NortonNetwork9 (AU + NZ)No
NexiaNetwork7No
Hall ChadwickNetwork6+No
Baker TillyNetwork5+No
FindexNational firm100+No
RSM AustraliaNational firm30+Yes (national level)
Grant ThorntonNational firm6No
Forvis MazarsNational firm3No

The national-firm book is a long game and is treated that way. Central procurement, one buyer for many offices, cycles measured in quarters not weeks. Alex has been working RSM for four years. That track opens after day 90, once the network motion has runs on the board.

Worked example: Walker Wayland

22 member firms 39 offices, AU + NZ ~100 partners 700+ staff >$137M collective revenue Meaningful national commercial terms in place

Inside HubSpot the picture is patchier than the network deserves: 25 company records covering roughly 15 real firms, three member firms missing entirely, and the depth concentrated in a handful of offices. That gap is the opportunity.

Start at the top of the network

Jason Croston chairs the whole Walker Wayland network and runs its biggest member firm (SRJ, three Queensland offices). One relationship that carries more weight than any single office. Win him, and every firm conversation gets easier.

Announce the terms, then work firm by firm

National terms exist as a floor; each firm is independent and opts in on its own economics. The announcement buys credibility across all 22 firms at once; the follow-through is one conversation per firm, sweetened per office where needed, never degraded. Where member firms operate as multi-office groups (Kothes across seven offices, Power Tynan across four), the unit of pursuit is the group's decision-maker, not each office.

Mirror the NZ traction in Australia

Five of the six most progressed Walker Wayland records are NZ firms, and that side has been worked directly. The Australian firms haven't had the same attention: same network, same national terms, colder book. That's the half this seat picks up.

Sweep the gaps first

Three member firms have no HubSpot record at all, and Power Tynan publishes about 50 staff with direct emails yet sits at zero contacts in the CRM. Cheap coverage wins that cost nothing and sharpen every later touch.

Open the network at the top

Entry route: an introduction from Alex to Jason Croston, chair of the network and principal of its Brisbane firm. Lukewarm, not warm: enough for an honest introduction. Even a lukewarm door at the top of the network, with national terms already in place, beats a cold approach to any single office.

Walker Wayland, firm by firm (what HubSpot holds today)
Member firmLocationContactsOpen dealsRead
Campbell Tyson (NZ)Pukekohe62Warmest record in the network
WK Advisors (NZ)Blenheim + 291Live opportunity
Walker Wayland Auckland (NZ)Auckland81Live opportunity
SRJ Walker WaylandBrisbane + 2141Network chair's home firm; record needs a tidy-up
LincolnsAlbany WA80Highest lifecycle stage of the AU cold book
Munro Benge (NZ)Wellington30Sales qualified
Holman HodgeAdelaide90Warm contact base, duplicate records to merge
MVA BennettMelbourne90Partner list in CRM is stale; refreshed via LinkedIn
Walker Wayland NSWSydney80Flagship Sydney office, never progressed
Walker Wayland AdvantageMelbourne70Never progressed
KothesFar South Coast NSW, 7 offices50Largest regional group in its patch
Cleland Hancox (NZ)Hamilton50Lead only
Yates Baker McLeanOrange NSW40Lead only
C&W Financial ServicesNarrabri NSW, 3 offices40Lead only
Power TynanToowoomba QLD, 4 offices00~50 staff with published emails; empty in CRM
Infinity AdvisoryBoorowa NSW00Empty record
Ferrari GardnerDubbo NSW00Not in HubSpot
Gregory & McCarthyYass NSW00Not in HubSpot
Divest Merge AcquireMooloolaba QLD00Not in HubSpot; likely low product fit

Counts read from HubSpot on 27 July, deduplicated where a firm holds multiple records. Duplicates, misfiled offices and stale ex-member records are flagged separately for a merge pass.

The target list, firm by firm

One row per member firm or office group, grouped by network. Tier comes from the 22 Jul Xero partner scrape; "G/P" means the record passed the Gold/Platinum gate but the scrape did not preserve which of the two. "In HubSpot" reads the CRM state at the last data pull (27 Jul for Walker Wayland, 22 Jul elsewhere). Customer status for BDO and Walker Wayland follows Alex's AFR penetration data (23 Jul), which supersedes stale HubSpot lifecycle tags.

FirmNetworkLocationXero tierIn HubSpot
Walker Wayland · customer network (AFR #20), national terms in place · 22 member firms, 39 offices AU + NZ
SRJ Walker WaylandWalker WaylandBrisbane, Birtinya, Brendale QLDG/PYes · open deal
Walker Wayland NSWWalker WaylandSydney NSWPlatinumYes · lead
Walker Wayland AdvantageWalker WaylandMelbourne VICn/aYes
Power TynanWalker WaylandToowoomba QLD, 4 officesn/aYes · empty record
Holman HodgeWalker WaylandAdelaide SAn/aYes
MVA BennettWalker WaylandMelbourne VICn/aYes
KothesWalker WaylandFar South Coast NSW, 7 officesn/aYes
LincolnsWalker WaylandAlbany WAn/aYes
Yates Baker McLeanWalker WaylandOrange NSWn/aYes
C&W Financial ServicesWalker WaylandNarrabri NSW, 3 officesn/aYes
Infinity AdvisoryWalker WaylandBoorowa NSWn/aYes · empty record
Ferrari GardnerWalker WaylandDubbo NSWn/aNo
Gregory & McCarthyWalker WaylandYass NSWn/aNo
Divest Merge AcquireWalker WaylandMooloolaba QLDn/aNo
DVT McleodsWalker Waylandnot capturedn/an/a
Walker Wayland WA (not on current member list; verify)Walker WaylandPerth WAPlatinumYes · lead
Campbell TysonWalker WaylandPukekohe NZn/aYes · open deals
WK Advisors and AccountantsWalker WaylandBlenheim NZ + 2n/aYes · open deal
Walker Wayland AucklandWalker WaylandAuckland NZn/aYes · open deal
Munro BengeWalker WaylandWellington NZn/aYes · SQL
Cleland HancoxWalker WaylandHamilton NZn/aYes · lead
Kelly Partners · consolidator, customer (AFR #17) · 27 AU offices on the group's locations page; rows below are the office records captured firm-level
Kelly+Partners BundallKelly PartnersBundall QLDPlatinumCustomer
Kelly+Partners Northern BeachesKelly PartnersBrookvale NSWPlatinumCustomer
Kelly+Partners Group (HQ record)Kelly PartnersNorth Sydney NSWn/aCustomer
Kelly+Partners Sydney CBDKelly PartnersSydney NSWn/aNo office-level record
Kelly+Partners Bendigo & Castlemaine (record still under legacy "MGR Accountants" name)Kelly PartnersBendigo VICG/PYes · open opportunity
Kelly+Partners Palm Beach (record still under legacy CC&H domain)Kelly PartnersPalm Beach QLDn/aYes · lead
Kelly Partners Brookvale (Mukiwa; stale duplicate of Northern Beaches)Kelly PartnersBrookvale NSWPlatinumYes · lead, dedupe
Kelly+Partners Maitland (Anova CA)Kelly PartnersMaitland NSWPlatinumYes · lead
William Buck · customer network (AFR #10) · 8 AU firms per firm site
William Buck (Qld)William BuckQLDG/PCustomer
William Buck (NSW)William BuckNSWG/PCustomer
William Buck (SA)William BuckAdelaide SAPlatinumYes · lead
William Buck WAWilliam BuckWAPlatinumYes · lead
Pitcher Partners · customer network (AFR #9) · 6 AU firms
Pitcher Partners SAPitcher PartnersSAG/PCustomer
Pitcher Partners BrisbanePitcher PartnersBrisbane QLDPlatinumYes · lead
Pitcher Partners MelbournePitcher PartnersMelbourne VICPlatinumYes · lead
Pitcher Partners Newcastle & HunterPitcher PartnersNewcastle NSWPlatinumYes · lead
DFK · customer network (AFR #24) · 12 AU firms / 18 offices per network site · international members excluded
DFK EverallsDFKnot capturedG/PCustomer
DFK Gooding PartnersDFKnot capturedG/PYes · lead
DFK Gray PerryDFKnot capturedG/PYes · lead
DFK Laurence VarnayDFKnot capturedG/PYes · lead
DFK NugentsDFKnot capturedG/PYes · lead
DFK PA PartnersDFKnot capturedG/PYes · lead
DFK Hirn NeweyDFKBrisbane QLDG/PNo · not in CRM
DFK Oswin Griffiths CarltonDFKNZG/PYes · lead
RSM Australia · national firm, customer at national level (AFR #7 per picker data) · 30+ AU offices behind 2-3 national records
RSM Australia (national record)RSMnationalG/PCustomer
RSM Australia Kalgoorlie (composite; cross-tagged Goulburn, Toowoomba, Albury)RSMKalgoorlie WAG/PCustomer
RSM Australia BrisbaneRSMBrisbane QLDPlatinumYes · lead
RSM Australia Jurien BayRSMJurien Bay WAPlatinumYes · lead
RSM Australia NorthamRSMNortham WAPlatinumYes · lead
RSM Australia Wagga WaggaRSMWagga Wagga NSWPlatinumYes · lead
RSM Australia Gosford (ex-LWM Group, acquired 2024)RSMGosford NSWG/PYes · lead
Bicknells Accountants (recently joined RSM)RSMBallarat VICG/Pn/a
Findex · national firm, 100+ AU/NZ offices behind group HQ · rows are the offices named in the scrape and enrichment
Findex LismoreFindexLismore NSWPlatinumYes · lead
Findex BathurstFindexBathurst NSWPlatinumNo · not in CRM
Findex AlburyFindexAlbury NSWPlatinumYes · lead
Crowe Horwath OrangeFindexOrange NSWG/PYes · lead
Crowe Horwath SydneyFindexSydney NSWG/PYes · lead
Findex MelbourneFindexMelbourne VICGoldYes · lead
Crowe Horwath MulgraveFindexMulgrave VICG/PYes · lead
Crowe Horwath BallaratFindexBallarat VICG/PYes · lead
Findex ColacFindexColac VICPlatinumYes · lead
Crowe Horwath WarrnamboolFindexWarrnambool VICG/PYes · lead
Crowe Horwath WerribeeFindexWerribee VICG/PYes · lead
Crowe Horwath MilduraFindexMildura VICG/PYes · lead
Crowe Horwath StawellFindexStawell VICG/PYes · lead
Crowe Horwath (Warragul record)FindexWarragul VICG/PYes · lead
Crowe Horwath Central North (East)FindexVICG/PYes · lead
Findex Nambour (ex-SDE Accountants; documented acquisition-lag case)FindexNambour QLDPlatinumYes · lead
Findex Dalby & ChinchillaFindexDalby QLDPlatinumYes · lead
Findex GoondiwindiFindexGoondiwindi QLDPlatinumYes · lead
Findex ToowoombaFindexToowoomba QLDPlatinumYes · lead
Findex TownsvilleFindexTownsville QLDPlatinumYes · lead
Crowe Horwath Gold CoastFindexGold Coast QLDG/PYes · lead
Atticus Business Accountants (acquired by Findex May 2022)FindexToowoomba QLDG/Pn/a
Findex Tasmania (South)FindexTASPlatinumYes · lead
Findex LauncestonFindexLaunceston TASPlatinumYes · lead
Crowe Horwath PerthFindexPerth WAG/PYes · lead
Avance Chartered AccountantsFindexnot capturedG/PYes · lead
Findex New ZealandFindexNZG/PYes · SQL
Findex Central Otago / Otago / Wanaka (one NZ record)FindexOtago NZPlatinumYes · lead
Findex InvercargillFindexInvercargill NZPlatinumYes · lead
Findex NZ (Hawkes Bay)FindexHawkes Bay NZPlatinumYes · lead
Findex Nelson RichmondFindexNelson NZPlatinumYes · lead
Findex WellingtonFindexWellington NZG/PYes · lead
Kelly & Bryant Chartered AccountantsFindexTe Awamutu NZG/PYes · lead
Bevan Pearce & Associates (rebranded Findex Southland)FindexGore NZG/Pn/a
Bentleys · 18 AU/NZ offices per firm site · rows are the entities captured in the scrape
Bentleys (Group)Bentleysnot capturedG/PYes · lead
Bentleys NewcastleBentleysNewcastle NSWPlatinumYes · lead
Bentleys SydneyBentleysSydney NSWPlatinumYes · lead
Bentleys QueenslandBentleysQLDPlatinumYes · lead
Bentleys SABentleysSAPlatinumYes · lead
Bentleys TasmaniaBentleysTASPlatinumYes · lead
McLean Delmo BentleysBentleysnot capturedG/PYes · lead
Paragon Advisors & AccountantsBentleysnot capturedG/PYes · lead
Riverwood GroupBentleysnot capturedG/PYes · lead
Bentleys Chartered Accountants (Auckland)BentleysAuckland NZPlatinumYes · lead
PKF · 16 AU offices per firm site · scrape resolves to the composite and firm records below
PKF Sydney & Newcastle / PKF VIC (composite record)PKFSydney, Newcastle, MelbourneG/PYes · MQL
PKF New England North WestPKFNew England NSWG/PYes · lead
PKF Perth (Mack)PKFPerth WAG/PYes · lead
PKF Carr & StantonPKFNZG/PYes · lead
PKF Goldsmith FoxPKFNZG/PYes · lead
PKF RutherfordsPKFNZG/PYes · lead
PKF Tauranga Chartered AccountantsPKFTauranga NZG/PYes · lead
PKF Withers TsangPKFNZG/PYes · lead
UHY Haines Norton · 9 AU/NZ offices, well mapped
UHY Haines Norton (Sydney)UHY Haines NortonSydney NSWPlatinumYes · lead
UHY Haines Norton (Brisbane)UHY Haines NortonBrisbane QLDGoldYes · lead
UHY Haines Norton CQ (Sothertons Gladstone)UHY Haines NortonGladstone QLDPlatinumYes · lead
UHY Haines Norton PRTUHY Haines Nortonnot capturedPlatinumYes · lead
UHY Haines Norton PerthUHY Haines NortonPerth WAPlatinumYes · lead
UHY Haines Norton (NZ)UHY Haines NortonNZG/PYes · open opportunity
Nexia · 7 AU offices, fully mapped in the scrape
Nexia Australia (national record)NexianationalPlatinumYes · lead
Nexia Edwards Marshall (Robert Prime new Managing Partner)NexiaAdelaide SAPlatinumYes · lead
Nexia PerthNexiaPerth WAPlatinumYes · lead
Nexia SydneyNexiaSydney NSWPlatinumYes · lead
Nexia Hawkes Bay (Markhams)NexiaHawkes Bay NZG/PYes · lead
Nexia New ZealandNexiaNZG/PYes · lead
Nexia New Zealand (Hayes Knight)NexiaNZG/PYes · lead
Nexia New Zealand (Apollo Accounting)NexiaNZG/PYes · lead
Moore Australia · 14+ AU offices per firm site · scrape resolves to the state entities below
Moore Australia (QLD/NNSW)Moore AustraliaBrisbane QLD + 5G/PYes · open opportunity
Moore Australia (NT)Moore AustraliaDarwin NTPlatinumYes · lead
Moore Australia (VIC) (ProAdvice; documented acquisition-lag case)Moore AustraliaGeelong VICPlatinumYes · lead
Moore Australia WAMoore AustraliaPerth WAPlatinumYes · lead
BDO · national firm, customer (AFR #5) · 14 AU offices register centrally, so AU firm-level rows collapse into the national record
BDO (national AU record; HubSpot lifecycle tags stale)BDOnationalG/PCustomer per Alex's AFR data
BDO in New ZealandBDONZG/PYes · open opportunities
BDO ChristchurchBDOChristchurch NZG/PYes · open opportunity
BDO Marlborough TasmanBDOBlenheim / Nelson NZG/PNo · not in CRM
HLB Mann Judd · ~10 AU offices per firm site; only the records below appear in the Xero scrape (real ICP gap, some offices likely non-Xero)
HLB Mann Judd SydneyHLB Mann JuddSydney NSWPlatinumYes · lead
HLB Mann Judd MelbourneHLB Mann JuddMelbourne VICPlatinumYes · lead
HLB Mann Judd (SE Qld)HLB Mann JuddSE QLDGoldYes · lead
HLB Mann Judd Limited (NZ)HLB Mann JuddNZPlatinumYes · lead
Hall Chadwick · 6+ AU offices; WA leadership refresh flagged
Hall Chadwick SydneyHall ChadwickSydney NSWPlatinumYes
Hall Chadwick QLD (WPCA)Hall ChadwickQLDPlatinumYes · lead
Hall Chadwick WAHall ChadwickWAPlatinumYes
D J Grewar & CoHall ChadwickQLDG/PYes · lead
Baker Tilly · 5+ AU firms per site, but the scrape's named entities are NZ (Staples Rodway); AU firms are counts-only
Staples Rodway (NZ)Baker TillyNZG/PYes · open opportunities
Baker Tilly Staples Rodway ChristchurchBaker TillyChristchurch NZG/PYes · lead
Baker Tilly Staples Rodway Hawkes BayBaker TillyHawkes Bay NZG/PYes · lead
Baker Tilly Staples Rodway TaranakiBaker TillyTaranaki NZG/PYes · lead
Baker Tilly Staples Rodway WellingtonBaker TillyWellington NZG/PYes · lead
Grant Thornton · national firm, 6 AU offices behind one national record; AU is counts-only in our data
Grant Thornton New ZealandGrant ThorntonNZG/PYes · lead
Forvis Mazars · national firm, 3 AU offices, one entity
Forvis Mazars in AustraliaForvis MazarsnationalG/PYes · open opportunity
Mazars (Qld)Forvis MazarsQLDG/PYes · lead
Mazars MelbourneForvis MazarsMelbourne VICG/PYes · lead
Russell Bedford members · named member firms, worked as singles
Camphin BostonRussell Bedfordnot capturedGoldYes · lead
Saward DawsonRussell Bedfordnot capturedPlatinumYes
Lee Green & CoRussell Bedfordnot capturedPlatinumYes · lead
Standalone firms · AFR-named singles outside the network lens
Brentnalls (AFR #32)Standalonenot capturedn/aCustomer per Alex's AFR data
Sinclair Wilson (AFR #43)Standalonenot capturedn/aCustomer per Alex's AFR data
InCorp (AFR #46)Standalonenot capturedn/aCustomer per Alex's AFR data
Walker Hill (AFR #86)Standalonenot capturedn/aCustomer per Alex's AFR data
Liston Newton (AFR #96)Standalonenot capturedn/aCustomer per Alex's AFR data
HMW Group (AFR #36 per picker data)Standalonenot capturedPlatinumYes · lead
MJC Partners (AFR #92 per picker data)Standalonenot capturedPlatinumYes · lead
Fortuna Advisory Group (AFR growth callout, +74.2%)Standalonenot capturedPlatinumYes · lead
SW Accountants & Advisors (absorbed Walker Wayland A&A 2022; verify relationship to WW network)Standalonenot capturedG/PYes · open opportunity

Sources: 22 Jul Xero partner scrape joined to HubSpot (picker outputs), 27 Jul HubSpot read for Walker Wayland, firm-site enrichment files, and Alex's AFR penetration data (23 Jul). Big 4 (Deloitte, KPMG, PwC, EY) excluded by design; international network members outside AU/NZ excluded. Honest gap: BDO's 14 AU offices, Baker Tilly's 5+ AU firms, Grant Thornton's 6 AU offices, most of Kelly Partners' 27 AU offices, and the bulk of Findex's 100+ offices are counts-only in our data because those networks register Xero partnership centrally; firm-level rows for them await a per-office directory pull. "Not captured" means the location was not in any source file, not that it is unknown to the firms themselves.

Plays chosen on signal, not a cadence run on everyone.

Six plays. Which one fires depends on what's true at the network right now. The matrix is the routing logic; the cards are the plays.

What's true at the network Warm Network Activation Handwritten Note Learning Lunch Reason to Celebrate ABE Party Enterprise Discovery
National terms signedgroup deal as the floor
Office already livea foothold inside the network
Senior momentpromotion, acquisition, milestone
Cold top-tierhigh ARR, no footprint yet
Conference windowAccounting Business Expo
National firmFindex, RSM, Grant Thornton, Forvis Mazars
Lead play Supporting play Cold top-tier also pairs with targeted spend, covered in Marketing options.
Network

Warm Network Activation

Fires when national terms are signed, or an office is already live inside the network.

The idea: a coordinated announcement for credibility, then firm-by-firm follow-through on each firm's own economics. Sweeten per office, never degrade. Every network win gets announced where the network allows it; the announcement itself becomes the activation asset for every other location.

What it is not: personal-network introductions, and never a cold opener. It activates terms already signed or a foothold already live: here is the point of contact, here is the proof their peers already back us.

The data: the Walker Wayland shape; DFK carries the same group-floor pattern.

Network

Handwritten Note

Fires when a real moment lands at a senior partner: a signed agreement, a milestone, a promotion, or a lost deal after a decent interval via a named introduction.

The idea: a signature-quality personal note. This is one of the few places Alex's own signature genuinely matters; everything around it is run from the seat.

The data: reply rate at senior partner tier sets its own baseline in the first quarter.

Network

Learning Lunch

Fires when genuine peer interest meets a topical hook: unmanaged software margin, post-acquisition complexity, AI governance across offices.

The idea: convene a senior table around the topic. The seat runs the guest list, brief and follow-through.

The data: attendance and post-event meetings booked; overlapping guest lists quietly seed the enterprise track.

Network

Reason to Celebrate

Fires when a priority network has a real reason: partnership signed, acquisition, promotion.

The idea: champagne, a printed pack, a card. Supply-constrained by genuine events, never manufactured.

The data: fed directly from the signals register; acknowledgement and follow-on meetings are the read.

Event

ABE conference party

Fires once a year, at the Accounting Business Expo.

The idea: Rechargly hosts the mid-conference party. The whole invitee tier in one room without needing a per-firm reason.

The data: meetings booked against the invite list in the 30 days after.

Enterprise

Enterprise Discovery Track

Fires from day 91, at the national firms: Findex, RSM, Grant Thornton, Forvis Mazars.

The idea: one senior conversation per firm per quarter. Relationship and intelligence, not campaign execution.

The data: the cycles are real. Alex has been working RSM for four years; the seat makes sure the quarterly conversation always happens.

Something happens at a firm. We see it. The message answers it.

Substantive outreach rides a signal; the quiet groundwork (a connect, a follow, a quarterly hello) just keeps doors open. This register is the working list of what we watch for. Every row names where it comes from and what it fires.

SignalWhere it comes fromWhat it firesShelf life
National terms or peer-vendor deal signedAlex + press releasesWarm Network Activation · Handwritten Note90 days
Acquisition or merger at a network firmASIC + firm pressReason to Celebrate · Learning Lunch topic60 days
Office already live inside a networkHubSpotWarm Network Activation (foothold)Long tail
Promotion or leadership change (routed on outcome: partner in tax or business services gets champagne, partner to senior partner the same, partner in business advisory gets a letter)Sales Navigator daily feed + firm websitesReason to Celebrate · Handwritten Note30 days
Partnership signed, milestone, real reasonHubSpot + LinkedInReason to Celebrate30 days
New partner admitted to the partnershipFirm announcements + LinkedInReason to Celebrate, routed by role like promotions30 days
Xero tier change (moving up to Platinum)Xero directoryReason to Celebrate · targeted spend90 days
Competitor tool sighted at a target (a firm signing with Ignition, where detectable)Job ads, LinkedIn, call intelCompetitive conversation · nurture60 days
Practice-management platform switchJob postings + call intelLearning Lunch (integration topic) · targeted spend60 days
AFR Top 100 rank movementAFR annual publicationWarm Network Activation · Learning Lunch12 months
Lost to a competitorHubSpotHandwritten Note after a decent interval, via a named introduction · nurtureLong tail

Signals decay: a 30-day moment not acted on is gone.

One engine for the whole team, not one person's plan

This model is not a one-off account plan. It is the foundation for a repeatable go-to-market signal engine: mapping the accounting ecosystem, tracking public and owned signals, and routing each account or contact into the most relevant outreach play. For strategic accounts, public signals create the reason to act. For assigned accounts, owned intent signals, webinar attendance, website engagement and content downloads, feed the same play-selection logic for whichever rep holds the account. Rechargly already does pieces of this motion today, but not as a centralised operating system. The opportunity is to turn scattered signals, account knowledge, rep activity and marketing triggers into one repeatable engine every rep runs, with the same Sales Navigator setup replicated per book, loaded carefully and never by risky automation.

How we find them

Sales Navigator is the workhorse. Load the whole book in, every company and every contact worth watching, and it follows the lot: job changes, role changes, company news, what they post. Its daily insights email routes to a dedicated mail folder; the engine reads that folder every morning and returns a short list of warm signals with the recommended action attached. The seat works the list, not the feed.

The rest come from feeds the engine already reads. HubSpot shows footprint changes and losses. ASIC and firm press pages show mergers and acquisitions. The Xero directory shows tier moves. The AFR list moves once a year. Call intel catches what no feed can. Same monthly enrichment pass, so the register costs nothing extra to keep live.

Worked end-to-end, one signal

Fires: the morning list flags a promotion at a member firm. Routes on the outcome: promotion to partner in tax or business services, champagne and a card (Reason to Celebrate). Partner to senior partner, the same. Promotion to partner in business advisory, a congratulations letter (Handwritten Note). Drafts: the engine writes it referencing the announcement, pulls the firm's record and prior touches. Sends: the seat reads it, personalises one line, and it goes the same day, while the moment is still warm. Elapsed seat time: about two minutes. Signal, then message, never the reverse.

Where the AI intersects with the seat, day to day.

This is an AI-native job, and this tab is the proof: seven steps of real work, each split into what the system does and what the human does. The division of labour shown inside the work, not claimed in the abstract. It takes an AI-tech-first operator to run, and the payoff is straight productivity: more selling hours from the same seat.

1

Bulk enrichment · all 290 accounts loaded up front, refreshed monthly

Automated LinkedIn, firm websites, AFR rank, network mapping, sister-office customer lookup, written back to existing HubSpot properties.

Human decides which accounts deserve the seat's time. The top 20 get read with a salesperson's eye before anything fires.

2

Prep doc on demand · one page before any touch

Automated buyer, firm, recent news, prior touches, the reference to lead with, likely objections. Generated the moment it's needed.

Human walks into the call knowing the firm like a colleague. The 30-second read replaces the research, never the thinking; that's 25-30 minutes handed back per call.

3

LinkedIn first · connect and follow before any outbound

Automated personalised connection notes drafted and queued in small daily batches.

Human decides who, decides when, sends each one personally. Never automated verbatim.

4

Five touches, content underneath · play selection first, then the sequence

Automated every draft (email, call script, short video outline), the scheduling, and the engagement tracking. A monthly branded market roundup runs underneath, keeping the whole book warm between sequences.

Human the play from The playbook is chosen first; the traditional five-touch sequence follows it. The seat edits and fires every touch. The voice stays unmistakably human.

5

HubSpot native first · plug into the team's stack, don't replace it

Automated everything runs through or logs into HubSpot's own sequences, tracking and reporting.

Human custom tooling gets built only where HubSpot genuinely can't do the job.

6

The 8-week arc · prove it, codify it, scale it

Human prove signal on the top 20, codify what worked, open the enterprise wave, land the first close. Fifteen-minute check-ins with Alex at weeks 2, 4, 6 and 8.

7

Land and re-arm · every win becomes the next warm door

Automated a 30-day success snapshot per closed-won. Human the formal case study is Alex's call, when it earns it.

The honest uplift maths

TaskManual todayWith the systemSaved
Prep for one call~30 min~30 sec~29 min
Draft one outbound email + call script~15 min~2 min~13 min
Log a call properly in HubSpot~10 min~1 min~9 min
Weekly pipeline review + next-week plan~2 hrs~20 min~100 min
Monthly book refresh across 290 accounts~4 hrs~30 min~210 min

At 10-15 active accounts a week that's 6-10 hours a week handed back to selling. Not triple the output; more like the same seat cost with about one and a half seats of output. What it doesn't do: replace judgement, calls, or the human in the seat.

And the engine outlives any one operator: it runs inside Rechargly's own stack (HubSpot, the mail folder, the register), fully documented. The system is an asset the company keeps. The edge is the operator who builds it, drives it and keeps making it better.

For the marketing owner, not core strategy

Ideas to warm the book between touches.

Handover candidates, not commitments from this seat. The two worth moving on are the named-individual advertising and the monthly newsletter; the rest are parked thoughts to hand the marketing hire.

A monthly newsletter for accounting firms

The audience is the book: partners and managers in business services, tax and advisory. The content is what they actually want to read: what AI is doing to their industry, practice benchmarks, pricing moves, sector deals, the best of what's being said. Scraped and drafted by the system from far more than pricing pages: YouTube, podcasts, sector press, regulator updates, the Xero ecosystem. Sent from the seat, personalised per account. Positions Rechargly as the source of intelligence for the industry, not just a vendor.

Being worked up properly: audience, appetite and source map are under research now.

The office lift

The advertising play already seen to work: physical presence where a target office is, lift and lobby media around their building. One office, one moment, impossible to miss.

Parked: indicative cost $5-10K a month per lift, with city-wide group campaigns quoted around $60K. Interesting, not near-term.

Named-individual online advertising

Curate roughly 2,000 named partners and managers from the book and upload them as the audience: ads then appear only on those people's screens, and only their views cost anything. LinkedIn feed placement against work emails for the professional context; Meta (Facebook and Instagram) matched via mobile numbers for cheap repetition at home. A stranger never sees a dollar of it.

Pilot shape: around $500-1,000 a month for two to three months, measured as reply-rate lift on outreach against a no-ads control group.

Events

Already in the playbook: the Learning Lunch for a senior table around a real topic, in person or online, and the ABE conference party for the whole invitee tier once a year. Marketing supports them; it doesn't duplicate them.

See The playbook for both cards.