Converting leads to clients in tax practices requires manual qualification, proposal drafting, and contract chasing across email and spreadsheets. Partners spend per lead cycle on repetitive tasks, bottlenecking growth and losing deals to slow follow-up.
Automation scores leads instantly, generates customized proposals within minutes, and monitors contract signatures with automatic reminders. Partners focus on strategy and client relationships while the system handles qualification, proposal delivery, and contract management.
The full workflow, from trigger to completion.
Lead form submission or CRM record creation triggers the workflow. Lead details are captured automatically.
The automation reviews lead profile against service fit criteria and flags qualified leads for partner assignment.
Qualified lead is routed to the appropriate partner based on expertise and current workload. Assignment is logged.
Proposal template is populated with lead details and service scope, then sent with tracking enabled.
System monitors email opens and clicks. If no engagement after 3 days, an automated follow-up is triggered.
Once lead accepts, service agreement is generated, populated with client details, and sent for e-signature.
System tracks contract signature status. If unsigned after 5 days, a reminder is sent automatically.
Once contract is signed, partner receives a notification with client details and next steps for onboarding.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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