Tax Advice Lead Magnet Funnel
GoHighLevel funnel delivering qualified tax leads at $15.23 each
The Results
$15.23
Cost Per Lead
The Challenge
Taxmates is a boutique accounting firm serving small business owners and self-employed contractors who often think about their accountant only once a year at tax time. Growth had relied on referrals, which capped pipeline volume and made forecasting difficult.
Earlier cold Facebook enquiries had arrived unqualified, with prospects seeking free advice rather than paid services and filling the calendar with low-value discovery calls. The goal was a lead engine that qualified prospects upfront and booked advisors only with business owners who had genuine tax complexity and revenue worth optimising.
Our Solution
- Built a multi-step GoHighLevel funnel anchored by a downloadable tax optimisation guide written for NZ contractors and small businesses.
- Captured email first, then routed prospects through pre-qualification questions on business structure, annual revenue, and current accountant status before unlocking the guide.
- Delivered the guide instantly and followed up across seven days with automated email sequences featuring case studies and a consultation booking link wired to the advisor calendar.
- Targeted self-employed and small business audiences through Meta ads, with retargeting for funnel drop-offs.
- Produced qualified leads at a $15.
- 23 cost per lead on a modest test budget.
What We Delivered
01 Funnel Build 3 deliverables
- Multi-step GoHighLevel funnel
- Email-first landing page
- Pre-qualification questions
02 Lead Magnet 2 deliverables
- Tax optimisation guide
- Instant guide delivery
03 Automation 3 deliverables
- Seven-day email sequence
- Case study follow-ups
- Calendar booking link
04 Paid Acquisition 2 deliverables
- Meta ads targeting
- Drop-off retargeting
Our Paid Ads Process
A proven methodology that delivered results
Campaign Strategy
We developed a targeted advertising strategy based on your goals, budget, and competitive analysis to maximise ROI.
Audience Research
We identified and segmented your ideal customer profiles, creating detailed audience personas for precise targeting.
Ad Creative & Copy
We created compelling ad creatives and persuasive copy designed to capture attention and drive conversions.
Optimisation & Scaling
We continuously optimised bids, targeting, and creatives based on performance data to scale successful campaigns.
Built with
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