01
Watch before your call
3 to 5 qualified tax planning appointments on your calendar. Every day.
This 9 minute briefing shows you exactly how the system works, what the numbers look like for tax firms, and what we need from you on the call.
Be aware: your call is a qualification call. We take on 30 partners per quarter and we offer a guarantee. Most firms don't qualify for it.
02
Who this is for
You, probably.
✓
Growth has been referrals, relationships and partnerships. And it's worked, until now.
✓
Fulfilment is elite. Clients save multiples of what they pay you. Close rate on the right prospect is high.
✓
Every lead comes from the founder's phone. No site doing work, no landing pages, no ads.
✓
The founder is the marketing department. And usually the best closer in the building.
03
The problem
Referrals are income. They are not a system.
↯
No faucet. Want more clients next month? The only lever is more of your own time.
⛓
The hiring trap. You can't hire salespeople onto a pipeline that lives in your phone. And you can't get out of sales until you do.
◐
So the firm stays founder-led. Not by choice. Because there's no predictable flow to build a team on.
What we fix isn't "more leads." It's predictability: a fixed input in, a known number of qualified appointments out.
04
What we install
An acquisition engine inside your firm. Not rented from us.
Your ad account. Your calendar. Your pipeline. We operate as an extension of your firm, not an outsourced agency. The engine has three jobs:
1
Attract. Get the right high net worth prospects to raise their hand.
2
Filter. Screen out everyone unqualified before they touch your calendar.
3
Show. Get the qualified ones to actually turn up.
05
Step 1 · The System
Offer + market alignment, engineered for tax.
◎
How Meta really works: one click, and the algorithm floods that person with lookalike ads. Sound generic and you become a commodity. The cheapest option wins.
◆
We engineer a clearly different, clearly superior offer with a unique mechanism nobody else in the tax space is articulating.
⚖
Positioned consultatively. The funnel is framed as a tax strategy analysis for people with a real six or seven figure tax problem. Calls feel like consultations, not sales calls.
06
Step 2 · The System
Qualified, or they don't get through.
?
Screening before the calendar. Every click answers 2 or 3 questions first: net worth, entities, property and equity. Whatever defines a real client for your firm.
◉
Pixels on every stage. Ad, questions, video, booking page, plus manual pixels for who showed and who closed. The algorithm trains on your closed clients, not your clickers.
▲
It compounds weekly toward high income, multi-entity individuals with a large tax bill and the motivation to fix it.
We already run funnels in tax. Our pixels are warm. Typical go-live: around 5 days, not months of learning phase.
07
Step 3 · The System
Booked. Called. Nurtured.
23%
of funnel viewers book a call with no human contact
1–3 min
human setters (UK, US, AUS) call every remaining lead and book them for you
30–40%
total booking rate once setters are in play
3-channel
email, SMS and WhatsApp nurture until the rest are ready
75%+
show rate held by the confirmation system. Booked calls become held calls.
08
Proof
Tax firms. Real numbers.
$300k
pipeline built by a tax partner in his first month on the system
$50/day
ad spend for a tax firm getting 2 to 5 booked qualified calls daily
$10–15
cost per booked, qualified tax planning call
8
person team, four founders
2024
three founders sold their own agencies to private equity
~400
clients worked with. This is all we do.
Run it against your economics. If a client is worth $15k on the low end, and some are worth six figures, the maths isn't close.
09
Let's be honest
The two things you're thinking right now.
"My best tax people are brilliant. They do not want to be on camera."
Doesn't matter. The face on the video doesn't have to be the person taking calls. If someone on your team is comfortable, we script and edit everything, they just read. If not, we have professional actors on contract. Conversions barely move either way.
"What if it works and we can't keep up?"
A controllable problem. You set the ad spend, so you set the volume. Start at 3 to 5 calls a day, scale when ready. If sales capacity is the constraint, our pool of trained closers and coaches can take or support calls on commission. In tax, your own consultative person usually converts best. We'll coach them.
10
The guarantee
We guarantee what we control. That's why we can guarantee it.
✓
Qualified booked appointments on your calendar, at a cost per booked call agreed before we start.
✓
Offered only to firms that pass qualification. That's what your call is for.
$
Ad spend is yours, billed directly by Meta. Typically starts around $50 a day. Our fee is less than one referral partner's commission on a single client.
30 partners per quarter. Every partner gets real attention. We're near capacity for this cohort.
11
Your call
Exactly what happens on the call.
First 10 minutes: your firm. Ideal client, pricing, and above all fulfilment. We only work with firms that look after clients.
If you're a fit: we map the system onto your firm, show live partner dashboards, and walk through investment and timeline.
If you're not: we'll tell you straight and point you in a better direction.
Come with three numbers: your average client value, your ideal client profile, and how many new clients a month you could genuinely onboard.
12
Next steps
See you on the call.
Check your email for the calendar invite.
Click yes so your slot is locked in.
Bring your three numbers. We'll handle the rest.
echo growth · client acquisition for tax advisors & tax planners