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The Only System You Need to Attract Clients, Automate Growth & Dominate Locally
ConvertSmart™ is the 3-phase marketing system designed for accountants, tax pros and local businesses to land clients consistently, automate their marketing efforts, and retain customers—all with one simple system.
Tired of chasing clients while your competition gets all the calls?
👉 Tired of chasing leads that never turn into clients?
👉 Frustrated with agencies that overpromise and underdeliver?
👉 Sick of guessing what actually works online?
You work hard, but clients aren’t finding you. Instead, they’re calling your competitors who show up first online. And every week you’re stuck in the same cycle—posting, boosting, hoping. That’s not growth. That’s burnout.
Imagine instead a system to:
👉 Consistently attract new qualified leads.
👉 Convert visitors into booked appointments
👉 Automatically happy clients sent you new referrals without you even asking.
Curious how? That’s exactly what ConvertSmart delivers.. Schedule a FREE 1:1 Strategy Session.
1. Attract Leads
Stop chasing, start capturing. We make your website, funnel, and follow-up work together so no lead slips through.
2. Land Clients
Become the obvious choice. No price wars, just trust + authority.
3. Grow Loyalty
Keep clients longer, get more reviews, and multiply referrals automatically.
What Is ConvertSmart?
ConvertSmart isn’t just marketing—it’s your growth engine. We give you everything: a high-converting website, done-for-you funnels, SEO that ranks, and automation that never sleeps. It’s not theory. It’s a proven system that books appointments and grows revenue
Your Website = Sales Machine
We redesign your site to position you as the trusted expert in your market — with clear messaging, calls to action, mobile-first design, and built-in conversion tools that turn visitors into leads.
Leads Followed Up 24/7
We install and configure a CRM-powered booking system that captures inquiries, follows up instantly, and fills your calendar — without chasing leads manually.
Get Found on Google
Rank higher and show up when people search for your service. We handle your SEO and content and boost your visibility with Google Business Profile optimization.
Multiply Clients Automatically
We help you generate 25x more reviews using automated requests and smart workflows, then activate referral incentives that turn happy customers into your biggest promoters.
Lead Magnets + Every Click Captured
We build you a compelling free offer (lead magnet) and a complete funnel (landing page, emails, follow-ups) designed to attract, capture, and warm up new leads — on autopilot.
Know Exactly What Works
You’ll never be left guessing. We provide monthly insights, performance tracking, and ongoing support to adjust, optimize, and grow — based on what’s working right now.
Proof It Works: 647 Appointments in 12 Months
Why ConvertSmart is the Right Choice for Your Firm
We help businesses build the right systems and processes that enable them to improve their online presence and attract clients.
Exclusive Partnership
Only 1 client per city
Custom Growth Plan
Every plan is built around your goals, No cookie-cutter junk
All-in-One Platform
Website, SEO, content creation, and automation—done.
Results First
Our focus is measurable impact—more traffic, more calls, more clients.
Relentless Support
We don’t disappear after launch—we stay with you, optimizing every month.
Want Clients That Stay? Start With This Free Checklist.
Our Client Onboarding Checklist helps you impress from Day 1:
✅ Save hours onboarding
✅ Improve client retention immediately
✅ Ready-to-use templates and scripts. Yours free.
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