From first click to signed client.
Four steps. Live in 21 days. You pay only when a new client books.
- Setup
- 21 days
- Lead reply
- Under 60 seconds
- SSNs and tax docs
- Never in TaxFlow
Four steps
Live in 21 days. Then it runs itself.
- 01Day 1
Free Growth Audit
A short personal video on where your next clients are.
- Website, Google profile and reviews
- How fast leads get a reply
- The 3 fixes we'd make first
Growth audit · videoSample data- 01Google profile
- 02Website & booking
- 03Lead follow-up
- 02Days 2–21
We build your system
Ads, funnel, TaxFlow and every message. Done for you.
- No software to learn first
- You approve before anything goes live
- Live in 21 days
Your build · checklistSample data- Landing page and booking funnelDone
- Google profile and ad campaignsDone
- Instant reply and follow-up messagesIn progress
- Calendar, reminders and test leadsNext
We build it. You approve it.
- 03Week 4 onward
Leads get booked automatically
Every lead gets a reply in seconds and a link to book.
- SMS and email in under 60 seconds
- Follow-up until they book
- Reminders before every consult
TaxFlow · new leadSample dataHi, I need help with my 1040 and a side business. Do you have time this week?
Website form · 10:41
Thanks, Jordan! Pick a time for a free consult here: yourfirm.com/book
Auto-reply · 10:41
Consult booked · Thu 10:00On your calendar - 04Every month
You pay per client
$37 per new consult booked. No retainer.
- No-shows rebooked free
- Ad spend goes straight to Google and Meta
- No long contract
Monthly statementSample dataSample monthly statement Booking Status Fee Jordan T.1040 + side business Attended $37 Elena R.Bookkeeping Attended $37 Mark P.S-corp return No-show · rebooked $0 Total this month $74
The full journey
From ad to signed client.
Thirteen steps. You show up for one.
- Attract3 steps
- Convert5 steps
- Close2 steps
- Grow3 steps
Attract
We run it01Ad
Google and Meta ads reach local filers.
- We run it
02Landing page
One page, one job: book a consult.
- Automatic
03Lead captured
Name, phone and need land in TaxFlow.
Convert
Automatic04Instant reply
SMS and email in under 60 seconds.
- Automatic
05Follow-up until booked
Polite nudges stop the moment they book.
- Automatic
06Consult booked
Straight onto your calendar.
- Automatic
07Reminders
Texts and emails before the call. No-shows get rebooked.
- You
08The consult
You meet the client. That's your part.
Close
Automatic09Proposal and payment
Engagement letter, e-sign and online payment.
- Automatic
10Onboarding
Welcome and next steps. Documents go to your practice software.
Grow
Automatic11Review request
Happy clients get your Google review link.
- Automatic
12Referral ask
A simple ask to send a friend your way.
- Automatic
13Next-season reactivation
Past clients invited back. IRS and CRA deadline reminders at 30, 14, 7 and 1 days.
Who does what
A little from you. The rest is on us.
What we need from you
You- One kickoff call about your firm
- Access to your Google profile and ad accounts
- Your services, fees and available hours
- Quick approvals on pages and messages
- Show up to the consults
What we do
Done for you- Build your landing pages and funnel
- Set up and run Google and Meta ads
- Set up TaxFlow with your branding
- Write every SMS, email and reminder
- Automate proposals, reviews and referrals
- Watch results and improve every month
- About 21 days from kickoff. Most of it is our work, not yours.
Free · No obligation
See where your next clients are.
A personal video audit of your website, Google profile and follow-up, with the 3 fixes we'd make first.