GTM & Automated Onboarding
Tax Back
Automating Tax Service Client Acquisition & Onboarding
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.
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Reduced onboarding time from days to minutes
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streamlined document collection process
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Increased conversion rate through automated nurture
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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.