Your Appointment is Confirmed!
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Think about your current marketing challenges, how many qualified appointments you need monthly, and what your ideal client looks like.
Learn exactly how our qualified appointment system works and what results you can expect from working with us.
Our Tax Strategist Appointment System is Simple & Proven
We strategically position your offer in front of high-income business owners paying $100K+ in taxes across digital platforms. Our campaigns automatically adjust based on your local market demographics and seasonal tax planning cycles.
Every prospect goes through our comprehensive qualification system:
This rigorous process ensures you only meet with verified, qualified prospects.
Every appointment is 100% exclusive to your firm. We integrate directly with your existing calendar and CRM—whether you use Calendly, HubSpot, Salesforce, or any other system. All contact info and qualification data is automatically pre-loaded.
You'll start seeing your first qualified appointments within 3-5 days of working together. We scale to your capacity—whether you need 15 appointments monthly or 150+—while maintaining quality throughout.
We carefully qualify each tax strategist firm we work with to ensure appointment quality stays high and our team can over-deliver. We only partner with established firms that have proven systems and capacity to handle consistent volume.
Every prospect goes through a detailed qualification form where they provide their annual revenue, tax bill, biggest challenges, and timeline. Our team then manually verifies everything—we confirm the numbers add up, they're the decision-maker, and they're actually ready to move forward. If anything doesn't check out, they don't get booked.
We're not just throwing anyone on your calendar. Only verified, qualified prospects make it through. That's why our clients consistently see strong conversion rates on the appointments we deliver.
We handle the entire follow-up process after booking. Confirmation calls, multiple email reminders, text messages—everything designed to maximize show rates. We also send preparation materials so prospects know exactly what to expect on the call.
Your team's follow-up matters too. If you contact prospects within 24 hours of booking and send your own reminders, show rates improve significantly. We'll provide you with our proven playbook for maximizing show rates on your end as well.
If we're aligned on the call and you're ready to move forward, we can have your first appointments delivered within 3-5 days. We'll set up the targeting, launch the campaigns, and start booking appointments directly on your calendar.
Most clients see their first batch of appointments in the first week. From there, it's consistent monthly volume based on your capacity. The key is having your calendar and CRM ready to receive appointments when we launch.
Honestly, almost nothing. You just need access to whatever CRM you're currently using and your calendar system. We'll connect our booking system directly to your calendar so appointments are booked in real-time with all contact info and qualification data automatically pushed to your CRM.
Everything is pre-loaded and ready for your team. Whether you're using Calendly, HubSpot, Salesforce, or any other system, we integrate with it. We handle the technical setup—your job is just to give us access.
Most lead gen services give you contact info and you have to chase them down. We book the appointments directly on your calendar—they're scheduled, confirmed, and ready to go.
Second, we manually verify every single prospect before booking. Most services just blast out leads with no verification. Third, we're 100% performance-based. You only pay for booked appointments. No retainers, no ad spend from you, no long-term contracts.
And finally, every appointment is exclusive to your firm. We're not selling the same prospect to three other tax strategists. You're the only one talking to them.
We scale to match your capacity. Whether you need 15 appointments a month or 100, we adjust to your volume needs. On our call, we'll figure out exactly what makes sense based on your team size and current workload.
Some of our clients start with 15-20 appointments monthly. Others are taking 150+ every single month. The system is flexible—you're not locked into a fixed number. As your team grows and you need more volume, we can ramp up. If you need to scale back temporarily, we adjust to what you can actually handle and convert.
We're your growth partner, not just a lead vendor. Most agencies charge retainers whether they deliver or not. We're 100% performance-based—you only pay for booked appointments.
We also provide sales optimization support at no additional cost if your team needs help with follow-up systems, reminder sequences, or consultation processes. We do this because we actually care about you converting appointments into clients, not just delivering contact info and disappearing.
We use sophisticated targeted advertising campaigns across Facebook, Instagram, and LinkedIn to attract qualified business owners actively seeking tax planning strategies. Our campaigns are precision-targeted to high-income earners paying six figures in taxes annually.
No problem - just reschedule using the link in your confirmation email. We understand things come up. Just give us 24 hours notice if possible so we can offer your slot to another tax strategist.