Marketing & Growth

Tools and resources to help you attract, convert, and retain clients

Lite
Google Business Profile
Set up and optimize your Google Business Profile to attract local clients
  • Profile setup wizard
  • Keyword optimization
  • Review management
Lite
AI Practice Naming
Generate professional firm names with domain availability check
  • AI name generator
  • Domain availability check
  • Social media handle check
Lite
Client Onboarding Funnels
Create landing pages and lead magnets to attract new clients
  • Landing page templates
  • Lead magnet builder
  • Form integration
Lite
Referral & Review Engine
Automate referral requests and review collection from clients
  • Review request templates
  • Referral program setup
  • Testimonial collection
Pro
SEO Blog Templates
Pre-built SEO-optimized blog templates for accounting firms
  • Industry-specific templates
  • Keyword research
  • AI content generation
Pro
Client Retention Score
Measure client satisfaction and predict retention with NPS surveys
  • NPS survey templates
  • Retention prediction
  • Client health dashboard

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