This month we are so excited to feature our client Jamie Gruol, an automation and systems expert helping financial professionals make their work easier with automation and better client interactions, so they can enjoy more profits and free up their time.
Her main offer is a program called “Workflows for Tax Pros”, a 4-Step process where her customers will learn how to set up their first automated TaxDome pipeline in just 30 days or less.
When Jamie came to us in January of this year, our main goal was to get her as much exposure as possible so that we could hit her revenue goals for the year. BUT what we didn’t want to do was have her ads and content feel like every other service provider in the tax and accounting space.
Our team wanted Jamie to be considered THE authority for her ideal customers so we were determined to craft something that wasn’t just unique, but channeled her company values while making her stand out in a saturated market.
We always have a holistic approach with our clients that harmonizes personality and purpose with top-tier proven strategies, because we’re not just trying to hit sales goals and positive numbers -- we are presenting you as a leader in your field and setting your business up to catapult to the next level.
For Jamie, since we designed her strategy from an embodied marketing approach we were able to nail down her brand voice, develop magnetic messaging, and start building connections with her audience almost immediately.
This led to fast results while supporting Jamie in running her business from a state of CEO leadership resulting in not only more sales but sustainable business growth that feels rewarding and exciting -- rather than feeling completely burnt out by the end of tax season.