Profession
For Law Firms (Attorneys)
Ethics-first intake, matter routing, reminders, and proof to attract specialized, high-value cases-without risk.
ABA 7.1-7.5 aligned
Reply < 2 min
No-shows −25-40%
You own the data
Open Summary
For Business Pros: Accountants & Legal
Predictable, Compliance-First Growth: Your 30-Day Client Engine Install
Referrals alone create feast-and-famine. We install a predictable, compliance-first client engine- done for you-so you reclaim 10-20% of your week from admin and lead-chasing and focus on high-margin work.
Stop losing high-value leads - Book your strategy sessionMinimal time required: your input < 2 hours/week. We handle the rest.
Reply in <2 min auto-SMS/email
No-shows −25-40% confirmations & nudges
Replace 4-7 tools one login
Your time <2 hrs/wk managed for you
Your automated system at a glance
Month-1 install checklist
- Secure intake → right calendar (discovery, paid, case/tax slots)
- Missed-call → instant text-back with booking link (24/7)
- Automated Front Desk: FAQs, fit questions, routing
- No-show reduction: confirmations, SMS nudges, iCal
- Review prompts 24-48h after service (rules-aware links)
- Win-Backs at 30/60/90 days for past inquiries/clients
- Authority posts 4-8/mo (repurposed from your notes)
- Simple one-pager scope/packages (plain-language)
- Lead source + ROI panel
- SMS/Email reply-to-book shortcuts
- 24/7 live support (chat, phone, Zoom) via GoHighLevel
Profession
For Accountants & CPA Firms
Secure intake, automated doc-chase, and deadline nudges to reclaim 10-20% of billable time and prove ROI.
AICPA Rule 502
LTV:CAC tuned
Reviews +5-15/mo
< 2 hrs/wk
Open Summary
Profession
For Groups & Associations
Turnkey installs and member campaigns for multi-location or chapter-based groups. Cohesive messaging; local proof.
Template → Localized
Central analytics
Member onboarding
Playbooks included
Open Summary
Here’s the plan
Predictable, fast, and measurable - with a clear hour budget.
1) Fit Call
We map offers/practice areas, define your target client profile, set the hour budget (< 2 hrs/week),
and align on compliance/constraints. You see the blueprint.
- Clear, itemized pricing & payment options - no hidden fees
- Admin access & data ownership confirmed
2) Install Sprint (Days 1-30)
We wire instant replies, intake/booking, reminders, reviews, win-backs, and ROI tracking. You approve copy; we publish.
3) Optimize & Scale
A/B booking copy, tighten timing, expand authority-then tune for LTV:CAC &
Marketing-Attributed Revenue (ROMI) to justify all future ad spend.
Solution A
Inbound Intake & Booking
Capture every inquiry and route to the right appointment-fast.
- Service/matter-aware routing
- Auto-reply in seconds via SMS + email
- Two-way texting from a single shared inbox
Solution B
Authority Engine
Publish consistently and collect reviews to build the expert proof required to raise your rates, aligned to your rules.
- Reviews with deep-links and 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 decision delay.
- Self-serve reschedule via secure link
- Objection handling by SMS (pricing, fit, timing)
- Decision summary sent after the consult
Replaces these tools (and costs)
Typical total: - replaced
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.
Industry Page
Accountants
Reclaim 10-20% of billable time with secure intake, automated doc chase, and deadline nudges. Installed in 30 days to deliver Marketing-Attributed Revenue and AICPA-compliant review growth.
Aligned with AICPA Rule 502 for truthful, non-misleading communications.
Unlock Predictable CPA Growth (3-step plan)
Industry Page
Legal
Ethics Shield Activated: compliance-first intake, matter routing, and automated disclaimers built on ABA Model Rules 7.1-7.5. Grow without risk while attracting specialized, high-value cases.
Attorney Advertising - not a guarantee; no "expert/specialist" claims unless verified.
Secure Your Compliant Growth Plan
If you don’t have a system…
- Feast-and-famine lead flow keeps you stuck
- Admin & DIY content eat your best hours
- Compliance gaps create risk you can’t afford
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
What happens after 30 days?
We shift to optimization: A/B test booking copy, tighten timing, expand authority, and scale the channels that grow LTV at an acceptable CAC. Add an automation assistant and we’ll train it on your offers and examples.
Walk me through it