A Done-for-You HighLevel Email Marketing System Built for Tax Pros Who Hate Tech (But Love Results)
We help non-techie Tax Preparers stay booked year-round with plug-and-play HighLevel email automations — no complicated funnels, no coding, or no stress required.
👉 Get more clients, follow up automatically, and save hours each week — without lifting a finger.
Let’s face it — you didn’t become a Tax Pro to learn marketing software.
Leads going cold before they ever book
Forgetting to follow up (and losing clients)
Paying for software that never gets used
Spending hours trying to “figure out automation”
The truth?
You don’t need to be tech-savvy. You just need the right system set up for you.
Introducing...
Done-for-You HighLevel Email Marketing System
A System Built for Tax Pros Who Hate Tech
We took the best parts of HighLevel — automations, emails, chat, and follow-up — and turned them into a plug-and-play system specifically for Tax Preparers.
No tech headaches. No complex setup. Just leads → follow-ups → booked appointments.
WHAT’S INCLUDED IN YOUR SYSTEM
1. Lead Nurture System
Turn every new lead into a booked consultation automatically.
Welcome + follow-up sequences
Consultation reminders & no-show recovery
Personalized automation flow (fully set up for you)
2. Core Automations Setup
Everything your tax practice needs to capture and convert leads on autopilot.
Included in Basic Setup:
Update Signup Automation (for newsletters & updates)
Lead Magnet Delivery (instant PDF or resource send-out)
Booking Automation (email + SMS confirmation & reminders)
Chat Widget Integration (website leads directly into CRM)
💬 All installed, tested, and ready to run — in your own HighLevel sub-account.
3. Seasonal Campaigns
Prewritten holiday promos (Tax Season, New Year, Black Friday)
Off-season nurture templates
Set-it-and-forget-it scheduling
👉 Get more clients, follow up automatically, and save hours each week — without lifting a finger.
BONUS STACK — Get These Free When You Use My System
(Total Value: Over $1,000 — Yours FREE with any plan)
Bonus #1 — “Done-for-You Lead Magnet Funnel”
A simple 1-page opt-in system (connected to your CRM) so new leads go straight into automation.
💰 Value: $297
This funnel instantly captures leads from ads, referrals, or social media — and sends them straight into your follow-up sequence. No tech setup, no missing leads.
Bonus #2 — “Email Campaign Swipe Library”
Ready-to-send templates for follow-ups, reactivation, and promos.
💰 Value: $197
These are proven, high-performing email templates written for Tax Pros — so you can sound professional and persuasive without staring at a blank screen.
Bonus #3 — “Tax Pro CRM Dashboard”
Custom dashboard inside HighLevel showing leads, pipeline, and campaign results — simplified for non-techies.
💰 Value: $247
See exactly where every lead is in your pipeline, track follow-ups, and view your campaign performance — all in one clean, easy-to-read dashboard. No overwhelm.
Bonus #4 — “Private Setup Walkthrough”
We’ll record a personal video tour showing exactly how your system works (no guesswork).
💰 Value: $197
Skip the confusion — we’ll personally walk you through your setup step-by-step on video, so you know exactly how to use and customize your system.
Bonus #5 — Done-for-You Copywriting Pack (Emails + Landing Pages)
Prewritten, conversion-optimized copy designed for Tax Pros who hate writing but love results.
💰 Value: $597
Get expertly written copy for your lead magnet funnel, nurture emails, and seasonal campaigns. Every line is crafted to engage, convert, and sound authentic to your brand — so you can look like a pro from day one.
Total Bonus Value: $1,500+ — Included FREE
You’re not just getting an email marketing system — you’re getting a complete client-attraction engine that builds trust, nurtures leads, and books appointments while you focus on your clients.
Choose Your Package
Starter Plan
$497 One time Setup
$197/mo Maintenance
Core Automations Setup*
Lead Nurture System
Preloaded Emails
Plug-and-Play GHL Account
Growth Plan
$997 One-Time Setup
$297/mo Maintenance
Everything in Starter +
Seasonal Campaign Library
Off-Season Nurture Series
Monthly Automation Review
Pro Plan
$1,497 One-Time Setup
$497/mo Maintenance
Everything in Growth +
Custom Email Copywriting
Quarterly Campaign Updates
Tracking Dashboard
* Includes updates, website, lead pages for lead magnets, booking system, and chat widget.
👉 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 a website chat widget all working together — and I didn’t have to build a thing.
Angela S
EA & Tax Strategist
My life changed forever
Jun’s system helped me book 25 new leads in less than 30 days. I didn’t touch a single tech tool — everything just works.
Marcus D.
Tax Preparer
Highly recommend this
I’ve tried DIY email tools before, but this system is on another level. It runs automatically, nurtures my leads, and even follows up during off-season.
Linda
Tax Consultant
Why It Works
No Tech Needed — We install, automate, and manage it all for you.
Tax Industry Focused — Campaigns built specifically for Tax Preparers.
Plug-and-Play — Prebuilt inside your own GHL sub-account.
Scalable — Start simple, expand as you grow.