Baloyi and Partners Accountants
Baloyi & Partners Contractor outreach workflow
Six steps · list of ~2 000 contractors in, one specific email out
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Owner
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Done when
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Select a lead

No leads captured yet. Add them under step 02 — Leads.
Compliance investigation — {{ tierLeadValue }}

Investigate each item from the registers and public records — we do not call the client at this stage. Record what you find and where you found it; confirmed issues become the solutions we present in step 04.

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Compliant Gap found Not checked
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Lead register

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+ New lead
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Company Director Grades Renewal Tier Actions
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No leads captured yet. Choose "New lead" to capture the first one.
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Capture the lead as researched. It enters the register at step 02 and carries through to the trigger and the email.

Company
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Grade held per class
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No website
Administrators + Add administrator
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No administrators captured. Add one if a bookkeeper or office manager handles the paperwork.
Qualifying detail
Directors — optional, if known + Add director
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Cancel {{ saveLabel }}
CIDB grade thresholds — the numbers behind the profile

Registration requirements per designation. Where turnover is not public, the grade is a reliable proxy: a firm holding Grade 8 has had to demonstrate these figures.

Grade Tender limit Annual turnover Largest contract Available capital
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Grades 7 to 9 are the target band — highlighted above. A Grade 7 firm has demonstrated R20 million turnover and R4 million in available capital; a Grade 8 firm R65 million and R13 million. That is the scale at which formal audit becomes necessary but an in-house finance department usually does not yet exist.
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Select a lead

No leads captured yet. Add them under step 02 — Leads.
Issues found — {{ tierLeadValue }}

From the compliance investigation under step 03 — Tier. Each gap is a trigger: the reason this client hears from us this week.

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No gaps recorded for this lead yet. Run the compliance investigation under step 03 — Tier first.
What we offer
Our solution for each gap
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Choose the trigger — it decides the email

One reason per account, the most recent one. The trigger you pick here writes the message in step 05.

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Select a lead

No leads captured yet. Add them under step 02 — Leads.
The output
Ready to send — {{ tierLeadValue }}
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To
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Click an address to include or exclude it. The email goes only to the highlighted ones.

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No gaps recorded for this lead yet. Run the compliance investigation under step 03 — Tier; the email is written from the gaps found there.
Select a lead

No leads captured yet. Add them under step 02 — Leads.
Emails sent — {{ tierLeadValue }}
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{{ se.closedLabel }} Generate agreement
Email feedback Replied Meeting booked Declined No feedback

To: {{ se.to }}

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Five days have passed with no feedback — call the client and ask for their update. {{ se.callLabel }}
Phone feedback Spoke — interested Spoke — call back later Spoke — not interested No answer
Converted to a sale? Won Lost Still open
No emails sent to this lead yet. Draft and send one under step 05 — The email.
Engagement letter
Agreement — {{ tierLeadValue }}
Term Monthly fee (incl. VAT) R
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Print / PDF
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Signed — Phuti Prince Baloyi. The signature appears on the printed and emailed agreement.
Send signed agreement
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Benchmarks to judge the batch against
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Back {{ nextLabel }}
Worked example
Mahlangu Building Contractors (Pty) Ltd
Grade8 GB, active
RegionPolokwane, Limpopo
ContactSolly Mahlangu, MD
Renewal31 October 2026
FinanceNo internal CFO
TierA — act now
Watch for

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Always true

Identify the firm in every message, honour an opt-out immediately, and keep daily volumes low enough that each email is genuinely personal — POPIA and deliverability both depend on it.

A reply always outranks new outreach. Answer it the same day.