How it works
Demo, build, launch. About a week, start to finish.
We do the building. Your part is a short form, a quick review, and a half-hour walkthrough.
- 1
Demo call 20 min
We show you the system running for an accounting firm, answer every question, and tell you straight whether it fits your practice.
- 2
We build it 7 business days
You fill out a short onboarding form. We write the copy, build the site, and set up every automation. As soon as your new site is live, we file your texting registration with the phone carriers.
- 3
Launch walkthrough 30 min
We walk you and your staff through everything. Your team’s main job from here: tag a client when their work is done.
After launch
What running it looks like
Most of the system runs itself: missed calls get texted back, new inquiries get an instant reply, and campaigns go out on schedule. Your team replies to conversations in one inbox and tags a client when their work is done so the review request goes out.
We keep the system maintained and updated, and we’re a message away when you want to change something.
What we need from you
- A short onboarding form (services, bios, logo, hours)
- Access to your Google Business Profile
- Your past client list, if you want the campaigns
- 30 minutes for the launch walkthrough
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.