Tax Preparation Service Site


Launch a Tax Preparation Service Lead-Gen Site with this done for you snapshot

Price $97

Tax Preparation Service Lead-Gen Site

  • New Lead Workflow: Captures leads via forms, tags them as “New Lead,” and initiates follow-ups via SMS and email.

  • Responded Lead Workflow: Follows up with leads that have responded, aiming to book appointments or move them into the “Nurture” pipeline.

  • Appointment No Show Workflow: Engages leads who miss appointments with multiple follow-ups, aiming to rebook.

  • Appointment Booked Workflow: Confirms appointments with reminders, updates status, and ensures leads attend scheduled meetings.

  • Nurture Workflow: Re-engages stale leads with SMS and email follow-ups over a 14-day period to encourage further interaction.

  • Purchased Workflow: Updates opportunity to "Won," removes previous tags, and notifies staff when a purchase is made.

  • Unsubscribed Workflow: Handles leads who unsubscribe, disabling communication across all channels.

  • Funnel Customization & Forms: Offers lead generation forms, appointment booking, and customized funnel pages to capture and nurture leads effectively.

Preview This Snapshot Here:

Funnel 1:

Scheduling Page

Confirmation Page

Funnel 2:

Scheduling Page

Confirmation Page

Website:

Scheduling Page

Copyright © leadindicator

Privacy Policy | Terms of Service | Full Disclosure