Tax Advice Lead Magnet Funnel
GHL funnel delivering qualified accounting leads at $15.23 each
8
Qualified Leads
$15.23
Cost Per Lead
$122
Total Ad Spend
The Challenge
Taxmates is a boutique accounting firm targeting small business owners and self-employed contractors who typically only think about their accountant once a year at tax time.
Their existing lead channels were almost entirely referral-based, which capped growth and made pipeline forecasting impossible. Cold Facebook enquiries they had tested previously arrived unqualified, with prospects who wanted free advice rather than paid services, clogging the calendar with wasted discovery calls.
They needed a lead engine that filtered out tyre-kickers upfront and only booked advisors with business owners who had real tax complexity and revenue worth optimising.
Our Solution
We built a multi-step GoHighLevel funnel anchored by a downloadable tax optimisation guide written specifically for NZ contractors and small businesses.
The landing page captured email first, then routed prospects through pre-qualification questions covering business structure, annual revenue, and current accountant status before unlocking the guide. Automated email sequences delivered the guide instantly and followed up over seven days with case studies and a consultation booking link wired to the advisor calendar.
Meta ads targeted self-employed audiences and small business interest clusters, with retargeting for funnel drop-offs. The system produced 8 highly qualified leads for $122 in ad spend, a $15.
23 cost per lead.
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.
The Results
Here's what we achieved for Tax Advice Lead Magnet Funnel
8
Qualified Leads
$15.23
Cost Per Lead
$122
Total Ad Spend
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