Automate the Journey, Inc. Customer Journey Automation
For Accountants & CPA Firms

Predictable Growth for CPA Firms: Your 30-Day Client Engine Install

Secure intake, automated document chase, and deadline nudges-done for you-so you reclaim 10-20% of billable time and make data-driven decisions with Marketing-Attributed Revenue. Communications aligned with AICPA Rule 502.

View the 30-Day Quickstart Book a Strategy Session
Your time: < 2 hrs/week. We handle the rest.
Reply in <2 min auto SMS/email
Reclaim 10-20% billable time
LTV:CAC tuned
AICPA 502 aligned
Automation overview
Your automated system at a glance
Secure intake
Deadline nudges

Month-1 install checklist

  • Secure intake → right calendar (discovery, tax prep, bookkeeping, advisory)
  • Missed-call → instant text-back with booking link (24/7)
  • Automated doc-chase flows by service type
  • Deadline reminders & reschedule links
  • Review prompts 24-48h post-service (Rule 502 language)
  • Win-Backs at 30/60/90 days for last-year one-offs
  • Authority posts 4-8/mo (repurposed from your notes)
  • Simple one-pager scope/engagement summary
  • Lead-source + ROI panel (MAR, LTV:CAC)
  • Two-way SMS & reply-to-book shortcuts
  • 24/7 live support (chat, phone, Zoom) via GoHighLevel

Here’s the plan

Predictable, fast, measurable - with a clear hour budget.

1) Fit Call
Map offers, define target client, set hour budget (<2 hrs/wk), align on compliance.
  • Itemized pricing & payment options
  • Admin access & data ownership confirmed
2) Install Sprint (Days 1-30)
We wire intake/booking, doc-chase, deadlines, reviews, win-backs, and ROI tracking. You approve copy; we publish.
3) Optimize & Scale
A/B copy, timing, cadence - then tune for LTV:CAC & Marketing-Attributed Revenue to justify future ad spend.
See 30-Day Quickstart Book a Strategy Session
Solution A

Inbound Intake & Booking

Capture every inquiry and route to the right service-fast.

  • Service-aware routing (tax, bookkeeping, advisory)
  • Auto-reply in seconds via SMS + email
  • Shared inbox for two-way texting
Solution B

Authority Engine

Publish consistently and collect reviews to build proof and raise your rates (Rule 502 aligned).

  • Reviews with deep-links & timing rules
  • 4-8 scheduled posts/month from your notes
  • Mini case-story template (wins → posts)
Solution C

Close-Ready Follow-Up

One-pagers + reminders + text-back remove friction and delay.

  • Self-serve reschedule via secure link
  • Objection handling by SMS
  • Decision summary after consult

Replaces these tools (and costs)

Typical total: - replaced
Calendly/OnceHub ($10-$29/mo) SimpleTexting/Community ($29-$99/mo) Mailchimp/ConvertKit (starter) ($13-$49/mo) Linktree/Beacons ($5-$12/mo) Podium/Birdeye (starter) ($79-$199/mo) Hootsuite/Buffer (starter) ($0-$99/mo) CallRail (starter) ($45-$95/mo)
You retain 100% ownership of all data, audiences, and platform access (GA4, Ads, CMS, CRM). Your assets remain exclusively yours.

We migrate key data and forward old links where needed.

Month-1 KPI targets

Lead→Reply < 2mSpeeds pipeline; lowers CAC
No-shows −25-40%Protects booked capacity; improves ROI
Reviews +5-15/moLifts conversion rate; increases LTV
LTV:CAC tunedLeverage data for profitable growth

These operational inputs roll up to financial outcomes. We tune to your baseline/volume with a focus on Marketing-Attributed Revenue.

If you don’t have a system…

  • Feast-and-famine lead flow keeps you stuck
  • Doc-chase & admin eat billable hours
  • Inconsistent proof slows referrals and closes

With this install, you’ll…

  • Turn every inquiry into a fast, relevant reply
  • Keep calendars full while reducing no-shows
  • Build proof to raise rates with confidence

Compliance: Client communications are aligned with AICPA Rule 502 (truthful, not misleading). Ask about jurisdiction-specific nuances if needed.