u/CLDR16

▲ 15 r/taxpros

What's everyone doing for their lead process?

My original process was a 30-minute to 1-hour free consultation, but it attracted too many tire-kickers and people just looking for free advice. (20-30% were bad leads here, but it took too much time, especially if someone no called)

My new process is a 15-minute Discovery Call/Virtual Meeting, but out of 10 new inbound clients this week, 0 were interested in that.

I also offer an in-person or virtual 1-hour consultation, and the fee is my hourly rate. - Again, no one from the 10 was interested in paying a dime.

Leads come from LSA / referrals with FA & Attys.

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u/CLDR16 — 9 days ago