Done-for-You Lead Acquisition System for Tax Preparers (Who Hate Tech But Love Results)

Helping non-techie Tax Preparers generate consistent, high-quality leads using personalized cold emails and HighLevel automations — no tech stress, no complicated funnels, just results.

Get more clients, nurture every lead, and book more calls — automatically.

Introducing...

Done-for-You HighLevel Lead Acquisition System

A Smarter Way to Get Leads — Even If You Hate Tech

We’ve taken the power of HighLevel — email automation, cold outreach, and follow-up — and built a done-for-you system that attracts leads, books appointments, and follows up automatically.

No tech overwhelm. No missed opportunities. Just leads → follow-ups → booked clients.

WHAT’S INCLUDED IN YOUR SYSTEM

1. Personalized Cold Email Campaigns

💬 Designed to start real conversations and fill your calendar.

  • Done-for-you cold email setup & personalization

  • Prospect research + targeting strategy

  • Automated follow-ups for non-responders

  • Replies delivered directly to your inbox or CRM

2. Email Warm-Up + Domain Setup

✅ So your emails land in inboxes — not spam.

  • Domain authentication (SPF, DKIM, DMARC)

  • Dedicated sending domain (safe for outreach)

  • Inbox rotation & gradual warm-up to protect deliverability

  • Deliverability and sender reputation protection

3. Automated Email Workflows

💬 Everything runs on autopilot — once set, you don’t lift a finger.

  • Welcome, nurture, and reactivation campaigns

  • Off-season and holiday promos ready to send

  • “Set it and forget it” automation templates

4. Calendar & Booking Automation

💬 Never chase a lead again — your system handles it all.

  • Calendar integration

  • Email + SMS confirmations

  • 24-hour & 1-hour reminders

  • Auto reschedule & missed-call recovery

5. Lead Tracking Dashboard

📊 See your performance at a glance — and stay in control.

  • Real-time analytics for replies, booked calls, and ROI

  • Pipeline tracking in your HighLevel sub-account

  • Simple visual metrics for non-techies

6. Ongoing Optimization & Support

💬 Never chase a lead again — your system handles it all.

  • Monthly campaign tune-up

  • Deliverability monitoring

  • Continuous performance improvements

👉 Get more clients, follow up automatically, and save hours each week — without lifting a finger.

HERE'S OUR FIVE-STEP PROCESS

1. Discovery Call

We identify your goals, audience, and lead acquisition approach.

  • Discuss your target clients, goals, and current systems.

  • Review your existing marketing and lead sources.

  • Map out a HighLevel-based email acquisition plan.

2. System Setup & Domain Warm-Up

We configure everything securely under your brand.

  • Set up and authenticate your domain (SPF, DKIM, DMARC).

  • Install your CRM, calendar, and lead dashboard.

  • Begin safe inbox warm-up to build sender reputation.

3. Campaign Creation & Launch

Personalized cold emails + follow-up sequences.

  • Build your contact list and cold email templates.

  • Automate follow-ups for non-responders.

  • Launch inbox-tested campaigns with live tracking.

4. Automated Nurture & Follow-Up

HighLevel handles booking, reminders, and reactivation.

  • Connect automations for bookings, confirmations, and follow-ups.

  • Activate nurture workflows for long-term engagement.

  • Recover missed leads through automated reactivation.

Tracking, Optimization, & Support

Monitor results, adjust strategy, and scale.

  • Review lead source and conversion performance.

  • Optimize copy, timing, and targeting monthly.

  • Keep scaling with ongoing deliverability support.

👉 Get more clients, follow up automatically, and save hours each week — without lifting a finger.

Choose Your Package

Standard Plan

$1,997 One-time Setup

$497/mo Maintenance

No Revenue Share

Full setup, automations, and support — perfect for Tax Pros who want complete ownership of their system.

  • Core Automations Setup

  • Personalized Cold Email Campaigns

  • Email Warm-Up & Deliverability Protection

  • Lead Nurture System

  • Preloaded Email Library

  • Calendar & Booking Automations

  • Ongoing Support & Optimization

  • Dedicated Client Dashboard

  • Continuous campaign optimization

  • Shared performance tracking dashboard

  • Priority setup (2x faster onboarding)

  • Profit-share collaboration

Performance Partner Plan

$1,997 (Zero Setup Fee)

$497/mo Maintenance

+ Revenue Share (per closed deal)

Grow with us — skip the setup cost and scale on partnership terms. We only earn more when you do.

  • Core Automations Setup

  • Personalized Cold Email Campaigns

  • Email Warm-Up & Deliverability Protection

  • Lead Nurture System

  • Preloaded Email Library

  • Calendar & Booking Automations

  • Ongoing Support & Optimization

  • Dedicated Client Dashboard

  • Continuous campaign optimization

  • Shared performance tracking dashboard

  • Priority setup (2x faster onboarding)

  • Profit-share collaboration

💡 Most clients choose the Performance Partner Plan to skip the upfront cost and grow with us as partners.

WHAT’S INCLUDED IN EVERY PLAN

(Replaces Over $2,000/month in Subscriptions and Services)

  • Email Marketing ($99/mo value)

  • Preloaded Email Library (DFY Campaigns & Templates) ($197/mo value)

  • Email Copywriting (Custom Cold & Nurture Sequences) ($297/mo value)

  • CRM & Pipeline Management ($99/mo value)

  • Workflow Automations ($169/mo value)

  • 2-Way SMS Marketing ($99/mo value)

  • Booking & Appointments ($29/mo value)

  • Client Profile Research (Prospect Targeting Setup) ($197/mo value)

  • Ongoing Support & Optimization ($176/mo value)

  • Tracking & Analytics ($299/mo value)

  • Reputation Management ($159/mo value)*

  • Unlimited Sales Funnels ($297/mo value)*

  • Website Builder ($29/mo value)*

  • Surveys & Forms ($49/mo value)*

  • Courses / Products ($99/mo value)*

  • Call Tracking ($49/mo value)*

  • Communities ($89/mo value)*

  • And much more*...

* Features included in the System only.

👉 Custom packages available for multi-preparer or franchise offices.

TESTIMONIALS

Why Tax Pros Love This

Loved everything so far

The setup was seamless. I finally have a CRM, email automation, and cold email campaigns running without touching the tech.

Angela S

EA & Tax Strategist

My life changed forever

Jun’s system helped me book 15 new leads in less than 30 days. I didn’t touch a single tool — everything just works.

Marcus D.

Tax Preparer

Highly recommend this

I’ve tried DIY email tools before, but this system actually books calls and follows up for me.

Linda

Tax Consultant

Why It Works

  • No Tech Required — We install, automate, and manage everything for you.

  • Tax Industry Focused — Campaigns built specifically for Tax Preparers.

  • Plug-and-Play — Prebuilt inside your own HighLevel sub-account.

  • Scalable — Start small, grow fast.

Let’s Find Out Which System Fits Your Practice

Book a Free Discovery Call to see which plan fits your goal

No tech jargon. No pressure. Just clarity on how to automate your lead acquisition and start booking clients — even while you sleep.

© 2025 Jun Pasion

Done-for-You Lead Acquisition Systems for Tax Pros

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