AJ The Client Nerd - more paying clients for tax pros
PORTFOLIO & SYSTEM BUILDS

SEE WHAT I'D BUILD FOR YOUR FIRM.

One real partner build, my own system, and sample builds that show exactly what I'd set up for your firm.

Sample builds are examples of what I set up for firms like yours. They are not past client results.

Partner BuildPartnership Brand & Page System
BRAND SYSTEM + PAGE

Nite Financial Brand & Marketing System

Partnership Note: Built in partnership with Alexia Smith / Nite Financial.
OBJECTIVE

Create a clear, problem-first brand system and marketing pages for Nite Financial — Tax & Money Management for Bar & Lounge Owners.

WHAT WAS BUILT
  • Brand message built around bar owners' real problems
  • Bar Profit Audit offer
  • Social ads and campaign messages
  • Landing page built to book calls
Category: Hospitality / NightlifePartner Build
Sample BuildAds + Page + Follow-Up
Ads + Page + Follow-Up

Year-Round Tax Planning Clients

OBJECTIVE

Book tax planning calls in the slow months, not just during tax season.

WHAT'S INCLUDED
  • 3 ads that speak to business owners who need tax planning
  • A short form that shows where they stand on taxes
  • A text and email reply within 5 minutes
  • Easy booking right on your calendar
Category: TaxSample Build
Sample BuildWin-Back Campaign
WIN-BACK TEXTS

Win Back Last Year's Tax Clients

OBJECTIVE

Bring back past clients and people who asked but never booked, without spending more on ads.

WHAT'S INCLUDED
  • 2 friendly texts that give before they ask
  • Every lead tracked so nobody slips through
  • A link that lets them book right away
Category: TaxSample Build
Own BuildLead System
OWN LEAD SYSTEM

AJ The Client Nerd — Lead System

OBJECTIVE

Turn people who see an ad into booked calls on my calendar.

WHAT WAS BUILT
  • Intake page and offer
  • Smart intake form and fast replies
  • Simple calendar booking
  • Follow-up and tracking
Category: My Own SystemOwn Build

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