SmartFirm Services for Accountants

Funnels & Automations for Accounting Firms

Leads shouldn’t slip through the cracks. We design funnels and automation sequences that capture interest, follow up instantly, and book consultations — even after hours.

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What do Funnels & Automations do for accountants?

They provide a repeatable path from first click to confirmed consultation. Visitors see a clear offer, land on a focused page, and receive timely SMS/email follow‑ups that move them to schedule — automatically.

Key Benefits

You capture every lead with conversion‑focused landing pages tied to real offers.
Prospects get timely follow‑ups via SMS, email, and reminders — no manual chasing.
Booking is effortless with calendar integrations that lock in the next step.
Your pipeline stays organized as contacts and activity sync to your CRM.

Landing Pages Email + SMS Sequences Calendar Booking CRM Sync A/B Testing

How do SmartFirm funnels increase conversions?

Clarify the offer. We position what you do in plain language with a clear next step.
Reduce friction. Focused pages and short forms remove distractions and drop‑off.
Automate momentum. Follow‑ups trigger instantly so interest doesn’t fade.
Optimize continuously. We test headlines, creatives, and steps to improve conversion rate.

Pair with Automated Lead Follow‑Up and High Converting Websites for end‑to‑end coverage.

What’s included in this service?

Custom landing pages aligned to your services and city.
SMS/email nurture sequences with reminders and “last chance” nudges.
Calendar integration and routing rules for the right team member.
CRM integration for contacts, tags, and pipeline updates.
Reporting that connects traffic, conversion rate, and booked calls.

What results can your firm expect?

Higher lead‑to‑consultation rates from clearer offers and faster follow‑up.
Less manual workload for your team thanks to automation.
Visibility into which campaigns and pages create booked consultations.

Timelines depend on traffic and offer strength. We prioritize quick wins while building durable systems.

What questions do firms ask most?

Can you connect funnels to our existing website?

Yes. We can embed forms, use subpages/subdomains, or run standalone pages that match your brand.

Do you write the copy and design the pages?

Yes. We handle copy, visuals, and UX — you review and approve before launch.

What tools do you integrate with?

We connect to common CRMs and calendars. If you’re on SmartFirm’s stack, everything is pre‑wired.

How do we improve over time?

We run A/B tests and adjust sequences based on conversion and booked call data.

What is the next step?

We’ll map your offer, build the page and follow‑ups, connect your calendar and CRM, and launch fast.

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