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Built for accountants and local services
Everything You Need to Get Found and Booked. One Plan
ConvertSmart replaces your website person, your SEO person, your content person, your CRM, and your receptionist with one system that actually talks to itself.
Buying marketing in pieces is why it never works.
Most firms end up with a website guy, an SEO freelancer, a content writer, a CRM subscription, and maybe an answering service. Five bills. Five logins. Five people who have never spoken to each other.
So the website does not feed the CRM. The SEO does not match the content. A lead comes in at 9pm and nobody answers until Tuesday. You are the only thing holding it together, and you did not start your firm to become a marketing manager.
Hire it in pieces
Firms piece this together from four or six different vendors—a web designer, an SEO, a content writer, an ads manager, and an automation person. Nobody connects the pieces.
Webflow website designer
$1,200–$2,000/mo
SEO specialist
$1,500–$2,500/mo
Content writer
$800–$1,500/mo
Ads manager
$800–$1,500/mo
CRM + automation manager
$700–$1,500/mo
Google Business Profile management
$300–$700/mo
Total, and none of it connected
$4K–$9K+
Versus ConvertSmart
You get the entire connected system, plus over $10,464 in bonuses, run by one team.
$1,998/month
Visibility Plus
Everything in the column beside this, running as one system with one invoice and one person accountable for booked calls.
Three ways in. Every one books a real call first.
No checkout carts. We map your market on a free call, then you pick.
Traffic Magnet
Get found and start capturing leads.
$998/month
Responsive reflesh website
Local SEO for your 3 core keywords
CRM with lead capture and follow-up
4 content post per month
Call, keyword, and analytics tracking
GBP setup and management
Add-on: AI Front Desk assistant +$297/mo
Visibility +
For growing firms in competitive markets.
$1,998/month
Everything in Traffic Magnet, plus:
Full custom website makeover
SEO Traffic Booster — expanded keywords and authority building
8 content posts per month
Custom CRM automation workflows
1 active lead generation campaign
AI Front Desk assistant included — answers and books 24/7
Priority support
MOST POPULAR
Market Leader Bundle
For firms ready to own their market.
$2,998/month
Everything in Visibility+ plus:
The full 9-step ConvertSmart roadmap
Lead magnet funnel
Active lead generation outreach
Advanced integrations
Monthly performance and strategy reviews
Four things no tier goes without.
All our plans have: Call Tracking, Ccall recording, Keyword Tracking, Analytics Tracking
One client per city. Your competitors cannot buy the same system.
Call tracking, keyword tracking, and analytics on every plan.
The 90-day booked-consultation guarantee.
A real person accountable for booked calls, not a monthly report.
Real businesses. Real numbers. Verifiable cities.
The playbook for tax firms and family business. Every line item below is a real conversation we’ve had with a firm owner this year.
Latino American Tax
Went from referral-only to found first in their city.
818
calls from Google
All 3
outranked H&R Block, Liberty Tax, and Jackson Hewitt.
+50%
more new clients in year one
Guillermo E.
Owner
Chase Garage Doors
Went from invisible to top of the map pack in Riverside.
#2
ranking in Riverside
105
qualified calls added per month
107
new 5-star reviews
Abel A.
Owner
Everything We Install:
The 3-Phase ConvertSmart System
The 3-Phase ConvertSmart System
Nine done-for-you components across three phases. Here’s the whole engine.
Phase 01: Attract & Get Found — Set the Foundation
Killer Website Makeover
Brand identity, a market-refined message, and a site built to rank and convert. Not a brochure — a 24/7 sales rep that turns visitors into booked appointments.
Capture & Convert Leads
Ultimate lead magnet, sales funnel kit, and a front desk AI assistant that answers and books while you work. You stop losing visitors who aren’t ready to call yet.
Automated Acquisition System
Appointment automation, profit-nurturing email and SMS, plus reminders and follow-ups. Every lead answered instantly. Nothing slips.
Phase 02: Convert — Land Clients
Leads On Demand
Cold outreach or Google paid ads if you want them — not required. A steady flow of qualified prospects, so you stop depending on referrals to survive.
SEO Ranking Blueprint
On-page optimization, link building, and local Google Business Profile optimization. Outrank the national franchises for the searches that bring paying clients.
Content Factory
Ranking topics, writing, optimization, and publishing are done for you. The right content pulls in ideal clients on autopilot.
Phase 03: Retain — Grow Loyalty
Review Generator System
Strategy, automation, and response management that turn happy clients into a steady stream of 5-star reviews.
Viral Referral Machine
Rewards, a simple one-friend referral ask, and personalized outreach. Referrals become systematic — never pushy.
Customer Voice 360
Community engagement, personalized coaching and support, and clear monthly reporting—so you always know what’s working.
You carry none of the risk.
I guarantee 10 qualified consultation requests in your first 90 days. If we do not reach 10, I keep running your full ConvertSmart system at no additional management charge for up to 90 more days, until we do.
— Yader, Progeektech
Only one firm per city gets ConvertSmart. Once a competitor in your market claims it, the door closes. Your city may still be open. It will not stay that way forever.
Last questions before you book.
Here are some of the most commonly asked questions we hear. If your questions aren’t answered please contact us.
01
Which plan is right for me?
02
What makes you different?
03
What if it doesn’t work for my business
04
Do I sign a long contract?
05
Why is ConvertSmart cheaper than hiring the pieces?
06
How do I get started?
One system. One price. A calendar that stays full.
Stop paying five vendors to do one job. Book a free strategy call and I will map exactly what your firm needs,and whether your city is still open.
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