Marketing automation for professional services firms
Clients choose an accountant, a consultant or an adviser they already trust, and trust is built by explaining things well, again and again. Maggie, your AI CMO, writes the guides and LinkedIn posts that show your expertise every week, and a person at your firm approves every one.
Free to start · No credit card · 30 free posts
Used by 600+ users and trusted by teams at
aeglesriphal.com
moonlakespa.com
shop.theteagroup.com
clo100.com
logtrics.io
mymorez.com
nextidal.com
otisapp.com
storaitelling.com
theheatpumps.co.uk
web-translations.com
exposeai.tech
orielipo.com
whitelabelcrowd.fund
elliptic.co
med.moonlakespa.com
netdex.co.il
orawellness.uk
reenest.com
syngage.ai
thepenthouseliving.com
zengolf.studio
imaintain.uk
rebuildingsociety.com
aurasocial.world
goaimex.com
moneyparents.com
newgenrenewables.uk
osmosisai.co
saunders.ac
teeza.app
thursdayclub.com
Why professional services firms struggle to keep their marketing going
Every hour is billable, and marketing isn't. So the blog, the LinkedIn page and the website slowly fall behind the firm you've become.
Partners are too busy to write
Everyone agrees the partners should post on LinkedIn. Then the deadlines arrive, the drafts sit in someone's inbox, and the firm's page goes quiet for a quarter.
Expertise stays in meeting rooms
You explain the same things to clients every week: how a change in the rules affects them, what to do before year end, how to prepare for a sale. None of it reaches the people still deciding who to hire.
Every firm sounds the same
Trusted, experienced, client-focused. Prospects comparing three firms online can't tell you apart, and they go with whoever explains their problem most clearly.
One careless line is a risk
A post that sounds like personal advice, or promises an outcome, can cause real trouble for a regulated firm. Checking every draft takes time nobody has.
The tax year ends in six weeks, and your client guides are already live.
It's late February. Your clients are starting to ask what they should do before the tax year ends, your managers are answering the same questions by email, and the firm's last article was about last year's Budget.
You enter your firm's website into cmo.so. Maggie reads it and writes your brand profile: accounting, tax and advisory for owner-managed businesses, the founders and finance directors you work with, your sector focus on hospitality and construction, the bigger regional firms you compete with, and your plain, reassuring way of explaining things. You turn on Content Policy Guard for financial rules and add your own: no post may read like advice for one person's situation.
By Tuesday the drafts are waiting: a blog guide to a year-end checklist for small company directors, a LinkedIn post from your tax partner on the questions she hears most in March, and a Google Business update for business owners searching for an accountant nearby. Content Policy Guard has held one sentence that read like a promise of tax savings, with a suggested rewrite. Your tax partner reads each post, approves two and edits the third.
The posts go out at the times you set for each channel, each reported back with its link. While your team is busy with year end, Maggie is already planning the guides for the next quarter, and Search Console in cmo.so shows which ones business owners are finding.
A marketing team that understands billable hours
Each of those problems has an answer, and a person at your firm still decides what goes out under its name.
Guides that answer clients' questions
Articles on the questions your clients ask, from year-end checklists to preparing a business for sale, written for Google and for AI answers. Published to WordPress, Shopify, Wix, Webflow or any site through the cmo.so API.
Blog on autopilotLinkedIn posts in each partner's voice
Maggie, your AI CMO, drafts posts from each partner's point of view, on their specialism and in their voice, and they approve them in a minute from their phone. The firm's page keeps posting even in your busiest weeks.
LinkedInPlanned around your clients' year
Tax deadlines, year end, the Budget and the start of the new financial year. Topics are planned and queued well ahead, so posts go out when clients are thinking about them.
Seasonal scheduleRules checked before anything is published
Turn on Content Policy Guard and posts are checked against financial, legal or insurance rules, or your firm's own. A risky post is held as a draft with a suggested rewrite. These are AI suggestions, not legal or compliance advice.
Content Policy GuardA clear difference from other firms
Enter your website and Maggie builds your brand profile: your services, the clients and sectors you know best, how you differ from nearby firms, competitors and voice. Every post starts from it.
Brand profileFound by local businesses
Regular Google Business posts keep your firm visible to people searching for an accountant, a consultant or an adviser nearby, with buttons that take them straight to your contact page.
Google BusinessYour marketing team, in your pocket
Real screens from the cmo.so app on iPhone.
From your firm's website to a steady flow of expert posts in four steps
Enter your website
Maggie reads it and drafts your firm's brand profile in minutes.
Check your profile
Correct your services and sectors, turn on Content Policy Guard if you need it and choose your channels.
Review the drafts
Guides and partner posts arrive with pictures. The right person approves, edits or skips each one.
Let them go out
Approved posts go out at each channel's times and every one comes back with its link.
Why not just…
The usual ways professional services firms try to market themselves, and where each one runs out.
…ask the partners to write more?
They know the subject better than anyone, but every hour writing is an hour not billed, and the posts stop at the first deadline. Maggie drafts, and partners only need to review.
…hire a marketing manager?
A full-time marketing hire in the UK costs around £3,000 a month before tools, and they still need partners' time to get the detail right. Maggie writes and publishes every week from £15 a month.
…pay a specialist marketing agency?
Agencies that know your sector exist, but SEO and content agencies often cost around £1,000 a month, and you still review every word before it goes out.
…write it with ChatGPT?
You still brief it, check every line for anything that reads like advice, make the picture and post it yourself. Maggie remembers your firm and your rules and puts posts out on schedule.
Cut the £5,900/mo marketing bill to £15/mo
Everything a marketing team does, done by Maggie.
| What needs doing | Without cmo.so | With cmo.so |
|---|---|---|
| Full-time marketing hire | £3,000/mo | Included |
| SEO and AI search (GEO) agency | £1,000/mo | Included |
| Content writer, AI-assisted | £500/mo | Included |
| Social media manager, freelance | £800/mo | Included |
| Designed pictures for every post | £300/mo | Included |
| SEO and GEO softwareRank tracking, site audits, AI visibility | £250/mo | Included |
| AI writing and image tools | £50/mo | Included |
| Working hours | Office hours | 24/7 |
| Total per month | £5,900+ | From £15/mo |
Typical UK costs for a small business in 2026, with AI already cutting freelance rates. Estimates only; your own quotes will vary.
- 5 social posts, 30 once verified
- 15 Maggie messages a day
- Upgrade any time
- 12 posts a day
- 150 Maggie messages a day
- All channels
- 96 posts a day
- 1,000 Maggie messages a day
- All channels
Per website, billed monthly. Blog and social posts share one allowance; your best plan sets how much you can talk to Maggie across all your websites.
Marketing automation for professional services firms: your questions
Still unsure?
What is marketing automation for professional services firms?
It's software that does the repeating work of marketing a firm: planning topics around your clients' year, writing guides and LinkedIn posts, making pictures and publishing them on schedule.
With cmo.so, Maggie does all of it from your firm's website, and nothing goes out until a person at your firm approves it.
How do professional services firms get more clients online?
Professional services firms get more clients online by explaining clients' problems clearly and often: helpful guides on their own website, regular LinkedIn posts from partners, and an active Google Business profile so local businesses find them.
Maggie writes those every week, and Search Console in cmo.so shows which guides bring people to your website.
How much does marketing automation cost for a professional services firm?
There's a free plan with no card needed. Paid plans are per website and billed monthly: Air at £15 a month covers two posts a day, and Pro at £45 a month suits a firm posting guides, partner LinkedIn posts and Google Business updates every week.
Founding members get lower prices for good on every plan until 1 January 2027. You can cancel any time.
Which channels should professional services firms start with?
Most start with their own blog for client guides and LinkedIn for partners' posts, because that's where business owners and finance directors check a firm's expertise.
Add Google Business if clients come from your local area. Facebook, Instagram and YouTube are in beta. Each channel has its own posting times and queue.
Is it safe for a regulated firm to use AI for marketing?
It is safe when a qualified person reviews every post before it's published. cmo.so keeps approvals on by default, and Content Policy Guard can hold a post that may break financial, legal or insurance rules as a draft with a suggested rewrite.
Content Policy Guard gives AI suggestions, not legal or compliance advice. It doesn't make a post compliant with your professional rules on its own, and your firm stays responsible for what it publishes.
Will posts read like advice to individual clients?
They shouldn't, and you can make sure. Add a house rule to Content Policy Guard, such as no post may read like advice for one person's situation, and a post that may break it is held as a draft with a suggested rewrite.
Your brand profile can also ask for general guidance with a suggestion to speak to an adviser, and you edit any post before approving it.
Can each partner have posts in their own voice?
Yes. Posts can be written from a partner's point of view on their specialism, and that partner approves them before they go out.
In Me → Team you can add each partner and your marketing lead, using presets such as editor or manager.
Can cmo.so plan around tax deadlines and year end?
Yes, that is part of the plan. Maggie plans topics around the dates that matter to your clients, such as the end of the tax year, filing deadlines and the Budget, and writes the posts weeks ahead.
You approve them in advance, and they go out on schedule while your team is busy with client work.
Does it send our client newsletter?
No, it doesn't send email newsletters, and it doesn't connect to your client records or practice management system.
It writes and publishes guides and posts on your website and channels, which you can then link to from any newsletter you send yourself.
Does it help us show up in AI answers?
It helps, though nobody can promise a mention. Maggie writes guides with clear, quotable answers to the questions clients ask, which is what AI tools draw on.
AI visibility in cmo.so shows how Google's AI answers currently describe your firm, so you can follow the change over time.
We have several offices or service lines. Can cmo.so handle them?
Yes. If each office or service line has its own website, add them all to one account and each gets its own brand profile, channels, schedule and approvals.
If they share one website, posts can still speak to clients of each office or service from the same brand profile. Social channels connect through each platform's official sign-in, so cmo.so never sees your passwords.
Have your client guides live before the next deadline
Enter your firm's website. Your brand profile and first week of posts are ready in minutes, and nothing goes out until you approve it.
- Free plan, no card needed
- You approve every post
- Cancel any time