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GTM & Automated Onboarding

Tax Back

Automating Tax Service Client Acquisition & Onboarding

22311100050000

Details

Automated tax appeals processing platform

Engineered the go-to-market strategy and automated onboarding system for a tax technology platform focused on streamlining tax refund claims. The mission was to transform a complex, document-heavy process into a seamless digital experience while maintaining compliance and security standards.

Services

Automated Architecture, Marketing Technology, Go-To-Market, Process Optimization, Automated Onboarding Guide

Client

TaxBackNow

Results

Automating residential and commercial appeals.

  • Reduced onboarding time from days to minutes
  • streamlined document collection process
  • Increased conversion rate through automated nurture
  • Improved client qualification efficiency

Designed end-to-end automated client onboarding journey.

Developed multi-touch nurture campaigns for prospect education.

Created automated qualification and routing workflows.