More revenue. Less taxing.

Joe and Janette had a new business, a new baby, a new house—and a lot of stress.

After moving their family of five across the country, Joe and Janette opened a financial planning firm specializing in helping clients plan for retirement. Soon, they were faced with two big problems: they were wasting a lot of time using multiple systems to manage their sales and marketing AND they were spending way too much acquiring new leads (often by holding steak dinner seminars and not following up on leads).

Infusionsoft helped fix both these problems. By having a single system to run their day-to-day business, they freed themselves up to focus more on their clients. And, thanks to Infusionsoft's email marketing tools, and Janette's marketing genius, they were able to completely book up their tax return appointments (and start a waiting list) more than doubling their business—all while reducing the amount they were spending on marketing.

Now Joe and Janette run their business with less stress and are able to take care of what really matters: their family.

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Gleason Financial Group
Case Study

  • Location:  Surprise, AZ
  • Owner: Joe & Janette Gleason
  • Employees: 2
  • Industry: Tax Advisory
  • Key Results:
    • Increased revenue over 100%
    • Doubled number of clients (438 to 1,069)
    • Reduced marketing spend

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