Client Work

ERTC

Tax Credit Advisory

Landing page and paid acquisition funnel for an ERTC advisory firm — drove qualified business-owner leads to a discovery call during the peak 2022-2023 filing window.

0+

Qualified business-owner leads

0%

Discovery call conversion rate

200+

Qualified business-owner leads

ERTC

The Challenge

A tax credit advisory firm entering the ERTC market during the peak 2022–2023 filing window — a narrow opportunity requiring maximum qualified lead volume in minimum time.

How we did it

01

High-Converting Landing Page

Built an ERTC landing page with a credit estimate calculator, eligibility quiz, and discovery call CTA. A/B tested three headline variants in the first two weeks of launch.

02

Paid Acquisition

Launched Google Ads and Facebook campaigns targeting business owners with 5+ employees — the primary qualification threshold for ERTC eligibility. CPL hit target in week 2.

03

Form Optimization

Iterated form length and CTA placement based on session recordings. Reduced required fields from 9 to 5 and moved social proof above the fold — form completion improved 38%.

What we delivered

  • Qualifier Flow
  • Calendly Integration

Technologies & services

  • Landing Page
  • Google Ads
  • Conversion Optimization

We needed leads fast during a tight window. The funnel was live in a week and generating qualified calls in two.

Founder

ERTC Advisory

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