Marketing That Survives February
Most firm marketing dies in the third week of January and restarts in May. That gap is where your competitors pick up the clients you'd have won.
Nurturing That Reads the Room
Sequences adapt to what a prospect actually opened. Somebody reading about S-corp elections gets more on S-corp elections, not your February newsletter.
Pipeline You Can See
Every lead tracked from first form fill to signed engagement letter, scored so a partner's Tuesday goes to the three that matter instead of all forty.
Posts Scheduled in Advance
Plan and queue across platforms from one place. Write in a quiet week, publish through the loud ones, skip the guilt in April.
1,240
Leads Generated
384
Qualified
96
Clients Won
The Funnel With Real Numbers In It
Where every prospect sits, what moved them, and where the drop-off happens. Most firms discover their leak is between the consultation and the engagement letter, which no ad budget fixes.
- Email Campaign Builder
Drag-and-drop, with templates written for CPAs, bookkeepers, and advisors rather than for software startups.
- Lead Scoring
Opens, page visits, form submissions, the pricing page somebody read three times. Points add up and you set the line where sales-ready starts.
- Conversion Tracking
Ad click to signed client, end to end. You find out which campaign pays and which one you've been funding out of habit since 2022.
- Drafting Help, Not Publishing Rights
AI drafts blog posts, captions, and email copy. A person edits before anything publishes, because a first draft under your firm's name is a bad trade.
Who It's For
Firms that want more of the right clients and less of the guessing
Growing CPA Firms
Work the pipeline in the off-season, when you have time to talk to people and everyone else has stopped trying.
Bookkeeping Services
Monthly retainer clients rarely arrive from one email. Campaigns keep showing up until the timing is right for them.
Financial Advisory
Trust gets built slowly and in writing. Educational sequences do the slow part while you handle the meetings.
Multi-Partner Practices
Shared campaigns and one report, so two partners stop emailing the same prospect the same week.
Campaign Builder
Tax Season Lead Magnet
Download: "10 Tax Deductions Most Business Owners Miss"
Day 1: Welcome Email
Deliver lead magnet + introduce your firm
Day 3: Value Email
Share a case study or success story
Day 7: Consultation CTA
Invite to schedule a free consultation
Sequences You Can Build in an Afternoon
Drag the steps into order, set the waits, write the emails. Start from a template built for accounting firms or from a blank page with AI drafting the first pass.
A/B testing and engagement tracking come standard, and the winning version keeps running without you babysitting it. What doesn't happen automatically is the approval. Every draft waits for a person before it reaches a prospect.
Frequently Asked Questions
How does AI lead nurturing differ from regular email marketing?
Regular email marketing sends everyone the same thing on Tuesday. Nurturing that adapts watches what people do. Someone who opens the piece on quarterly estimates gets more on quarterly estimates. Someone who spends four minutes on your pricing page gets routed to a human. Same list, different paths through it.
Can I automate social media posting for my accounting firm?
Yes. LinkedIn, Facebook, Instagram, and X from one dashboard, with suggested posting times and drafted captions. Edit the drafts. An accounting audience can spot generated copy from across the room, and a firm that sounds like a robot online is a firm nobody calls.
How does lead scoring work for professional services?
Points accumulate on actions: a site visit, a downloaded guide, a webinar attended, a consultation requested. You set the threshold for sales-ready, and qualified leads route to your team with the full history attached, so nobody opens the call asking what the prospect was interested in.
What kind of ROI can I expect from marketing automation?
Firms on our platform typically see 3x more qualified leads within 90 days, cost-per-acquisition down around 40%, and email engagement up about 60%. Here's the uncomfortable part. Those numbers assume somebody answers when a nurtured lead finally picks up the phone. No amount of automation rescues a firm that lets that call ring out.
Do I need marketing experience to use this?
No. The templates are built for accounting firms, the sequences come pre-written, and our team sets up the first campaigns with you. You'll spend more time deciding what you want to say than building anything.