Educational Trusts
Use educational hubs to build credibility while documenting key tax scenarios.
Tax Advisory
Tax Advisory Lead Engine Mock
Turning expertise into a scalable client acquisition system.
Lead-GenAI Automation
The Challenge
High-value tax advisors depend on referrals; lead flow is inconsistent.
Without a systematic approach to lead generation, advisory firms face unpredictable revenue and miss high-intent prospects who search online for tax expertise.
Strategic Insight
Key strategic pillars
Nurture Automation
Replace manual follow-up with logic-led email flows.
Design Solution
A value-led lead generation system
"AMT Risk Assessment" calculator prototype (PDF output mock)
Multi-variant landing pages to optimize tax, EA, Global
Email AI agent follow-up workflow
Full-funnel architecture mapped visually
Deliverables
What we created
AMT lead prototype
Landing page versions
Email sequence scorecard
CRM AI automation map
Design-Led KPIs (Modeled Impact)
Projected outcomes
+50%
Qualified leads
Prospects who complete the ROI calculator vs. generic contact form
+20%
Lead-scoring accuracy
Automated workflows filter higher-intent leads
Our design toolkit
FigmaHTML prototypePersona mapping
Client Feedback
"A demonstration of value-led lead generation, combining UX, automation, and data storytelling."
Marcus Chen
Principal, Strategic Tax Partners