Gleason Tax Advisory Group

Joseph Gleason and his wife, Janette, moved to Phoenix from Chicago with a noble goal in mind: help Arizona's growing retiree and pre-retiree populations maximize their income potential while minimizing their tax burdens. Joseph spent thousands on direct mail to advertise Gleason Tax Advisory Group's financial workshops and seminars, but the ROI just wasn't there. With so much expense and so many manual follow-up efforts, the company was losing ground fast.

Draining Time and Money

Gleason Tax Advisory was sinking money into an underperforming medium, and they relied heavily on gleaning prospects from their workshop attendees-another huge expense. In addition, their lead management and follow-up were performed manually, taking precious time away from focusing on truly growing the business.

Automation Was the Answer

Once the Gleasons found Infusionsoft, their business was well on its way to greater success within 30 days. The CRM and email automation tools transformed the way the company's small team communicated with prospects and customers. Marketing their workshops and other services via email saved a great deal of money and produced better ROI. And a new Web form captures online leads who request a free copy of their tax planning guide.

Growing through Referrals

Joseph used Infusionsoft's automated email tools to bolster his referral program. As part of the new client sequence, the client contact is automatically emailed a request for testimonials and an offer for referrals, effectively doubling the company's referrals.