Tax season volume.Family + small business. We built the system.
Maximum Tax Pros serves LA families and small businesses with tax preparation. We built the inbound + appointment system that handles 197 calls and 518 emails during tax season, every client routed, every appointment booked.
What changed for Maximum Tax Pros
Tax-season spike. Manual scheduling.
Maximum Tax Pros operates in the tax prep category, a business that does 80% of its volume in 10 weeks. The team’s expertise is real; the operational pressure of tax season was the bottleneck.
Prior to TicTakMedia, peak-season scheduling was a manual phone-tag exercise. Returning clients waited for callbacks. New clients couldn’t book online. Volume capped at the team’s ability to answer the phone.
The job: build the appointment booking engine, automated email reminders, and CRM pipeline that scales with tax-season demand instead of collapsing under it.
Long-Cycle Prospects Lost
Financial decisions take weeks to months. Without structured nurture, prospects evaluated, then went silent, and went elsewhere.
Inbound Routing Chaos
Calls, emails, and form submissions all landed in different inboxes. High-value prospects fell through gaps no one was watching.
No Pipeline Visibility
Leadership couldn’t see who was in the funnel, what stage they were at, or where revenue was coming from next month.
Trust Layer Underbuilt
Professional services are bought on trust. The brand was strong but the digital trust signals (reviews, content, social proof) were thin.
Three layers. Built for the category.
Financial and professional services close on trust over time. We built an inbound funnel that captures every prospect, an email-led nurture system, and a pipeline that respects the long sales cycle.
High-Intent Inbound
Web, search, and referral leads land into a unified pipeline. Every inquiry gets a fast, professional first touch and clear next-step routing.
Email-Led Nurture
Professional services live or die on the nurture layer. Multi-touch email sequences, segmented by service line, that keep the brand present through the full evaluation window.
Pipeline Visibility
Every prospect is tagged, scored, and tracked. Sales sees what’s hot, what’s warm, and what needs a nudge: no inquiry sits in an inbox forgotten.
Season scaled. Clients tracked.
Inbound Calls
Email Touchpoints
Text Conversations
Contact Database
Timeline
Phase 01: Audit + Plan
Audited inbound flow, sales cycle length, and prospect drop-off points. Built a pipeline architecture matched to the actual buyer journey.
Phase 02: Pipeline + Routing
GoHighLevel pipeline live with multi-stage tagging, lead scoring, and automated nurture sequences by service line.
Phase 03: Nurture Compounds
Email-led nurture across the long evaluation window. Prospects who would have gone cold stayed warm. Re-engagement rate climbed.
Phase 04: Forecast Visibility
Leadership has real-time pipeline visibility. Sales sees what’s hot, what needs nudges, what’s forecast to close.
Let’s do this for your brand.
Free strategy call. We’ll look at your current numbers and tell you exactly where the opportunity is.
No contracts required · 30 minutes · Specific to your business