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Professional services

Client acquisition systems for professional service firms.

For CPA and tax firms, estate planning practices, business service providers, and other professional firms: search campaigns aimed at the services you offer, pages built for consultation requests, and follow-up that keeps inquiries from going cold.

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Professional Services system5 steps
  1. 01 SearchSomeone looks for a specific service.
  2. 02 MatchThey land on a page written for that exact service.
  3. 03 InquireA short form or a phone call captures the request.
  4. 04 RespondAutomated acknowledgement goes out, and the inquiry is routed to the right person.
  5. 05 ConsultThe inquiry becomes a booked consultation, tracked to its search source.

Qualified inquiries and booked consultations

The problem

Professional services are searched for by need, not by firm name.

01

People search for the problem they have, such as a tax issue or an estate question, long before they search for a firm.

02

A generic homepage forces a visitor to work out whether you handle their situation.

03

Inquiries arrive by phone, form, and email with no consistent response process.

04

It is difficult to know which searches produce consultations and which just produce curiosity.

What’s included

What we build for professional services.

Search campaigns

Google Search campaigns structured around the individual services you offer.

Service-specific landing pages

One page per service, with a simple inquiry form and click-to-call.

Intake and qualification

A few questions that route each inquiry to the right person.

Automated follow-up

Prompt acknowledgement and follow-up by email and SMS.

Consultation booking

Book a consultation from the page or by phone, with confirmation and reminders.

Call and form tracking

See which searches and pages produce inquiries.

The flow

From search to consultation

Intent is already there. The system makes it easy to act on and easy for you to follow up.

  1. Search

    Someone looks for a specific service.

  2. Match

    They land on a page written for that exact service.

  3. Inquire

    A short form or a phone call captures the request.

  4. Respond

    Automated acknowledgement goes out, and the inquiry is routed to the right person.

  5. Consult

    The inquiry becomes a booked consultation, tracked to its search source.

The core system

The seven-stage system, applied to professional services.

Select each stage to see what it means for your business.

01

Attract

Paid search catches people already looking. Paid social puts a well-timed offer or event in front of people who should know you exist. The channel follows the buyer, not the other way around.

For this industry

Search campaigns for the specific services you offer, with targeted social where it fits the service.

See the Professional services system
Straight answers

What we do and do not promise

  • We do not guarantee clients, consultations, or revenue.
  • ILT does not provide accounting, tax, legal, or estate planning advice, and does not claim expertise in those fields. We build the acquisition system; your firm provides the professional service.
  • Your firm’s professional advertising and ethics rules apply to all copy, and you approve everything before it runs.
  • We report cost per inquiry, cost per qualified inquiry, and cost per consultation.

Important. ILT Capital is a marketing company. It does not provide accounting, tax, legal, or estate planning advice, and does not claim professional expertise in those areas. Advertising by professional firms is subject to the rules of each profession and jurisdiction.

FAQ

Questions from professional services teams.

Which professional firms do you work with?

CPA and tax firms, estate planning practices, business service providers, and similar firms. We are a marketing partner and do not claim expertise in the professional work itself.

Do you write the ad copy for regulated professions?

We draft campaign and page copy, and your firm reviews and approves it against the advertising rules that apply to your profession before anything runs.

Can you guarantee new clients?

No. We do not guarantee clients, consultations, or revenue. We track and report cost per inquiry and cost per consultation.

Is this only for firms that want to run ads?

The system centres on paid search and social, with landing pages, follow-up, and tracking around them. If you are not ready to run paid campaigns, we will say so on the strategy call.

Next step

Let’s build your professional services system.

Tell us about your business and what you want to accomplish. We will look at your offer, your market, and how an acquisition system would work for you.

  • A working session, not a sales script
  • A clear view of how the system would apply to your business
  • No pressure and no obligation

Request a strategy call

Tell us about your business and what you want to accomplish. We will review it and reach out using your preferred contact method.

Preferred contact method

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