Done-For-You Lead Acquisition for Tax Pros & Service Businesses

I help non-techie Tax Pros and small service businesses fill their calendar with targeted local and intent-based leads — without ads, without cold calling, and without touching any tech.

Simple. Friendly. Zero pressure. Just leads and clarity.

Who I Work With

If you want more high-intent leads but don’t have the time or tech skills to build outreach systems — you’re exactly who I help.

I work with:

  • Tax Pros, Enrolled Agents, and Tax Coaches

  • Small Accounting & Financial Service Firms

  • Local service businesses (contractors, clinics, restaurants, etc.)

  • Coaches & consultants who want predictable appointments

No complex CRM skills needed. I build the system, run the outreach, and deliver the leads.

Fully Done-For-You Lead Acquisition System using our Lead Builder System.

  • This is NOT software.

  • This is NOT a template.

  • This is NOT another “do it yourself” tool.

This is a complete lead acquisition system where I do everything for you — from research to outreach to follow-ups.

Our 5-Step Lead Builder Process

1. Build Your Ideal Client Profile (ICP)

We train our AI + human research process to understand your perfect client.

2. Run Enhanced Searches

Using AI-powered search tools inside Lead Builder Suite:

  • People Search

  • Local Search

  • Domain Search

  • Influencer Search

  • Intent Search

We find the best leads in your niche.

3. Enrich & Personalize

I write and deploy:

  • Email scripts

  • DM intros

  • Follow-up messages

  • Multi-channel outreach sequences

Everything sounds human, not spammy.

4. Launch DFY Outreach & Automated Follow-Ups

Every lead gets:

  • Automated nurture

  • Smart follow-ups

  • Appointment reminders

  • Warm lead notifications

You only step in when they reply or book.

5. Monthly Lead Drops + Optimization

Every month, you receive:

  • New targeted leads

  • Updated outreach

  • New campaigns

  • Conversation monitoring

  • Lead reporting

  • Continuous tuning

We keep your pipeline stays full.

ABOUT JUN PASION

I am Jun Pasion, a freelancer turned systems and email guy for Tax Pros and small service businesses.

Over the past years I have helped tax preparers, accountants, coaches, restaurants, clinics, and B2B companies tie together their websites, CRMs, and emails so they can stop guessing and start using simple systems that actually work.

I enjoy working with business owners who say things like:

  • “I am not techie.”

  • “I just want this to work.”

  • “Please set it up and show me the basics.”

My role is to translate your goals into a clear plan, build the tech behind it, and then keep it simple so you and your team can actually use it.

When I am not inside HighLevel or drafting email flows, I love building frameworks, training materials, and swipe files that my clients and partners can reuse again and again.

Ways To Work With Me

1. Lead Builder Suite - The Main System for Lead Acquisition

  • Define your Ideal Client Profile

  • Set up Lead Builder campaigns

  • Install your HighLevel sub-account

  • Monthly lead lists and outreach campaigns

Optional Add-On: Email & Automation Support

  • Review your current list, tools, and goals

  • Create your core email flows for nurture, booking, and reactivation

  • Full HighLevel setup

  • Show you how to monitor everything

Referral & Partnership

For agencies, service bureaus, and businesses who need help designing or cleaning up their systems.

Project-based or ongoing support available.

A Few Projects I'm Involved In

Lead Builder Suite

My done-for-you lead acquisition offer for Tax Pros and small service businesses using an AI-assisted outreach platform plus HighLevel.

Local And Global Brand Work

Support for restaurants, healthcare providers, and international B2B companies in chemical industry who needed websites, funnels, and basic automations.

Xpats Volleybal

Funnels, Email sequences and automation for a volleyball academy that helps youths.

Each project is different, but the goal is always the same: build simple systems that bring in leads and follow up with them automatically.

Let’s Connect

If you want help with email marketing, lead systems, or just want to explore a collaboration, send me a quick message.

Loved everything so far

“I finally have a system that brings leads every week. No tech, no stress.”

Angela S

EA & Tax Strategist

My life changed forever

“This is the only DFY service that actually feels DFY. They literally do it all.”

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

Most Frequently Asked Question

Do I need to do anything tech-related?

No. We handle everything.

How are the leads found?

Through enhanced searches, enrichment, and AI-personalized research.

Are these cold leads?

They’re targeted, enriched, and personalized — not random cold emails.

Will I get access to the lead generation tools?

No. We do all the work internally so you stay focused on clients.

How fast can I get leads?

Within 3–7 days after activation.

Can I cancel anytime?

Yes — simple and flexible.

© 2025 Jun Pasion

Done-for-You Lead Acquisition Systems for Tax Pros

Powered by HighLevel and LeadBuilder Suite