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.
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