Start Here
Free
Not sure which tier fixes your funnel?
- A free 13-page diagnostic of where you’re leaking leads
- We point you to the tier that closes the gap — no pitch
Pricing
You keep the system, the workflow, the CRM, and the client — we’re your lifetime growth partner.
Start the engine, then stack the fuel. A recurring system that runs your front-of-funnel and delivery — plus done-for-you campaigns that fill it. Productized pricing. No hidden fees. Refund policies on every item.
FOUNDATION
The Foundation — your always-on system
The recurring engine your campaigns run on. Your CRM, your portal, your client — you keep all of it.
Launch
$297/mo
The system, live and yours.
- Your own CRM, pipelines & booking (GHL)
- Client-journey portal — landing page to filed return (SuiteDash)
- Email marketing + Speed-to-Lead automation
- Monthly branded performance report
- Founding rate — $297/mo locked for life.
Grow
$697/mo
Launch, plus a team working your list.
Everything in Launch, plus:
- SMS + full multi-touch nurture cadence
- Our AI + VA team runs onboarding, scheduling & client comms
- Engagement-gated follow-up — warm leads get the full press, cold ones taper
Scale
$1,497/mo
Grow, plus paid traffic on tap.
Everything in Grow, plus:
- Managed Google + Meta ads — built, run & reported from one dashboard
- Branded ad + funnel reporting your clients watch in real time
- You cover ad spend directly ($100/mo minimum).
ACCELERATORS
The Accelerators — done-for-you campaigns
Buy what’s broken. Stack what you need. Each runs on the 7-phase journey in your portal, with a sign-off gate and a guarantee gate built in.
Lead Generation
Sprint
$1,500
one-time · 14 days
A clean, targeting-matched prospect list — built by an EA, not pulled off a vendor’s shelf.
- 500 prospects matched to your tax niche (name, firm, role, email, phone, location, tag)
- You approve a sample before we build the full list
- Delivered as a ready-to-import CSV
Guarantee
Fewer than 400 usable records → prorated refund · fewer than 200 → full refund minus $200 setup.
Stacks with:
Intelligence Layer · Outreach
Outreach
Campaign
$1,200
one-time · 4 weeks
Multi-touch email + LinkedIn that books meetings — you approve every word first.
- Up to 500 contacts, EA-written, AI-personalized at scale
- You sign off on the copy before anything sends
- Target: 5–15 booked meetings
Guarantee
We reach fewer than 80% of the list → prorated refund.
Stacks with:
Lead Gen · Closer
Warm Follow-Up
Campaign
$900
one-time · 6 weeks
Wake up your own dormant, opted-in list — the highest-ROI campaign we run.
- 6-week nurture across up to 200 of your existing contacts
- Re-segments your list into warm / cool / dead by the end
- Target: 3–10 warm meetings
Guarantee
We reach fewer than 80% of the list → prorated refund.
Stacks with:
Closer
Closer /
Sales Rep
$2,500/mo
3-month min recommended
We close your discovery calls — up to 20 a month — with an EA who knows the tax answers.
- An EA with 600+ IRS cases and 900+ returns takes your calls
- Technical questions get answered live, in the room
- CRM notes per call + monthly performance report
Guarantee
Month one, zero close attempts due to our availability → full refund. After month one, pause with 14 days’ notice.
Stacks with:
All Three Campaigns Above
ADD-ONS
Add-ons
Lead Intelligence Layer
+$750attaches to Lead Gen · +5 days
Turn a list into a strategy.
- Service-mix, revenue-tier & credential profiling per contact
- Recent-activity signals + a personalization hook for every record
- A/B/C tier ranking so you work the best first
- Avg reply-rate lift 2×–3× — best run before Outreach
Competitor Displacement List
$600add-on or standalone · 14 days
200–300 high-intent prospects from public-record research standard vendors can’t reach.
- Built from public filings and market signals — not a recycled vendor list
- High-intent, single-geography targeting
- Best for firms ready to grow aggressively in one market
THE MATH
The Math — the system pays for itself
You already know what a client is worth to your firm. Here’s what the engine costs against it.
- Launch is $297/mo — $3,564 a year for the CRM, portal, and automation you keep for life.
- Land or keep one client the system helped you win, and it’s covered. Everything after is margin.
- Accelerators are one-time: a $1,200 Outreach campaign aims at 5–15 booked meetings — one close typically covers it.
- No long-term contract on the Foundation. No ad-spend markup. No per-seat fees.