Offer page
One page for one service, one buyer, and one next step.
For tax and books firms
One offer. One simple lead path.
Get a simple page, short form, and follow-up path for tax, books, payroll, or plan help. We build it once. You keep it.
Pick the work you want more of. We turn it into one clear path. Leads answer fit checks before your team gets on a call.
- Offer
- One service
- Build
- One time
- You keep
- Page + form + follow-up
What gets built
A small lead path, not just a page.
The page helps leads know what to do. The form helps your team know who they are.
One service at a time Fit checks before calls No fake lead claims The firm keeps the work
Lead form
Questions that sort tax, clean-up, books, payroll, and plan help before you reply.
Follow-up path
Short email or text lines for no-shows, slow leads, and leads who need a push.
Call notes
A short lead note your team can read before the call.
Why this exists
Most lead pages lose people before the first call.
More vague copy will not fix that. You need one clear offer, one buyer, and a few fit checks.
The offer is not clear
The page lists work. It does not say what to buy.
The form misses key signs
It asks for name and email. It skips need, time, and books status.
The call starts too soon
You ask basic things on the call. The form could ask them first.
Pricing
One-time price. Set before we start.
The price depends on the service, page needs, and handoff. You get one clear scope first.
Pick one thing to sell. We price the build before we start.
This is not a month plan. More help is a new choice after launch.
You keep the page copy, form checks, notes, and report sheet.
Tax lead push
Get one page, one form, and short follow-up notes for tax leads. No month plan is needed.
- Best for
- Firms that sell tax help and need to move fast.
- Page words
- Short lead form
- Call handoff
- Follow-up notes
Books lead set-up
Show your books, clean-up, or month help in plain words. Ask the right fit checks before the call.
- Best for
- Firms that want more month work.
- Plain offer words
- Fit checks
- Lead note
- Source check
Plan lead set-up
Sell CFO, plan, payroll, or business help with one clear path. Ask about pain, spend, and need first.
- Best for
- Firms that sell high-value help.
- Offer angle
- Fit form
- Follow-up email
- Week report
FAQ
Questions before you ask for a package.
Short answers so you can see if this is a good fit.
Is this a month plan?
No. The base package is one build. If you want more help later, we scope that on its own.
Do you promise new clients?
No. We build the page, form, and follow-up path. We do not promise leads or sales.
Can this work for tax, books, payroll, or plan help?
Yes. Pick one service at a time. That keeps the page, form, and follow-up clear.
What do you need from my firm?
We need the work you want to sell, the client you want, your fit rules, and your date.