April 2026 · Last updated: Today, 9:41 AM
Website Visits
1,247
Leads Captured
23
CPAs Contacted
87
ROI This Month
+133%
James Trevino
Trevino CPA · Midland, TX
Sandra Ochoa
Ochoa Tax Services · Odessa, TX
Marcus Webb
Webb & Assoc. · El Paso, TX
Rosa Martinez
Martinez Financial · Midland, TX
David Park
Park Tax Group · Lubbock, TX
What you spend vs what you earn — April 2026
+133%
Monthly ROI
Monthly Investment
$1,500
Revenue Generated
$3,496
Net Return
+$1,996
Investment vs Revenue Ratio
Revenue is 2.3x your investment
97
CPAs Found
55
Contacted
4
Responded
Clara Intro Video
Instagram Reel
5 Signs You’ve Outgrown Your Software
LinkedIn Article
ClearFile vs Drake — Video Comparison
Facebook Video
Tax Season Wrap-Up: What’s Next for Your Firm
Instagram + LinkedIn
Clara Demo: Cloud Access Anywhere
TikTok Reel
Your AI Assistant
Clara is your 24/7 AI representative. She handles inquiries on your website, answers questions about ClearFile, qualifies leads, and books demos — while you focus on growing your software.
247
Chats handled
18
Demos booked
94%
Response rate
24/7
Always on
We’ll respond within 24 hours. You can track it in the log →
Add testimonials section to homepage
Content Change · Apr 23
Update pricing page — add annual billing option
New Feature Request · Apr 22
Update contact form email address
Bug / Issue · Apr 19 · Resolved Apr 20
Add blog page to website
New Feature Request · Apr 15 · Resolved Apr 17
Your full AI build — live, in progress, and what’s coming next
Website Rebuild
Live
Lead Capture + SMS
Live
CPA Outreach (AI)
Live
Clara AI Avatar
In Progress
Content Pipeline
In Progress
Facebook Ads
Pending
Clara Chat Bubble
Pending
Email Sequences
Pending
Overall Build Progress
37%
3 live · 2 in progress · 3 pending activation
Your Package
Everything included in your monthly investment — built, managed, and optimized for you.
Setup + First Month
$1,500
then $1,000/mo ongoing
Professional site that works 24/7 to convert visitors into leads
7-Page Professional Site
Home, Features, Pricing, Blog, Contact, Schedule Demo, Dashboard
Lead Capture Forms
Every page drives visitors to a demo request or contact action
Instant SMS Notification
You get alerted the second a lead submits — within seconds
Mobile Optimized
Fully responsive — perfect on phone, tablet, and desktop
Lightning Fast Loading
Static HTML — loads under 1 second vs 3-5s for WordPress
Clara AI Chat Bubble
Coming soon — Clara answers questions and books demos on-site 24/7
Built to rank — every page optimized so CPAs find you on Google
Already Done
Keyword-Optimized Page Titles
"Cloud-Based Professional Tax Software" targets what CPAs search
Unique Meta Descriptions
Compelling 155-char descriptions on all 7 pages to boost click rate
H1/H2/H3 Heading Structure
Proper hierarchy tells Google exactly what each page is about
Sub-1 Second Page Speed
Site speed is a direct Google ranking factor — we score top tier
Mobile-First Architecture
Google indexes mobile version first — ours is built mobile-first
Full Internal Linking
Every page links to others — keeps visitors engaged and passes SEO value
Coming Next
Open Graph Tags
Links auto-preview with logo + description when shared on Facebook & LinkedIn
Schema Markup (JSON-LD)
Tells Google you’re a software product — unlocks rich search result features
Google Search Console
Monitor real rankings, clicks, and impressions directly from Google
XML Sitemap Submission
Submits all 7 pages to Google for faster indexing & discovery
Blog Content (SEO Articles)
Monthly keyword articles — builds Google authority over time
Canonical URL Tags
Prevents duplicate content penalties as the site scales
No lead left behind — every demo request gets a full automated sequence
Lead Confirmation SMS
Instant"Thanks for your interest in ClearFile! We’ll reach out shortly to schedule your demo." — sent before they close the tab
Owner Alert SMS
InstantYou get a text with the lead’s name, firm, and number the moment they submit — strike while it’s hot
Value SMS — Price Angle
1 Hour Later"Did you know ClearFile is $499/yr vs $1,895/year for Drake Tax? Here’s a quick comparison..." — keeps them warm
Demo Booking CTA
24 Hours Later"Ready to see ClearFile in action? Book your free 20-min demo here: [link]" — last touch before they go cold
Track every visitor. Re-capture every one who left
Google Analytics 4
See which pages CPAs visit, how long they stay, and where they drop off
Facebook Pixel
Every visitor tracked — builds a warm audience you can advertise to directly
Retargeting Ads
Visitors who didn’t convert see your ads on Facebook & Instagram — keeps ClearFile top of mind
Pricing Page Hot Audience
Visitors who hit the pricing page are the hottest — we target them with specific ads
Conversion Tracking
Every demo request traced back to the exact ad or page that drove it
We find CPAs by ZIP and put your offer in front of them automatically
ZIP Code CPA Discovery
AI finds every CPA firm in any ZIP — names, emails, phone numbers
Personalized Email Sequences
Multi-touch outreach written for CPAs — pain points, offer, demo link
Auto Follow-Up Cadence
Day 1, Day 3, Day 7, Day 14 — fully automated, zero manual work
Response Tracking
Every reply logged — see which ZIPs are converting and optimize
Unlimited ZIP Expansion
Add any Texas market in minutes — Midland, Odessa, El Paso, Houston, Dallas
Instagram, Facebook & LinkedIn — created, scheduled, and posted for you
Instagram Reels & Posts
Short-form video + graphics targeting tax pros — posted 3-4x/week automatically
Facebook Page Content
Value posts, comparisons, CPA tips — keeps your page active and algorithm-friendly
LinkedIn Articles + Posts
Professional content targeting CPAs & tax firms where they live on LinkedIn
Monthly Content Calendar
12–16 posts/month planned, written, and approved before auto-publishing
AI-Generated Visuals
Every post includes branded graphics and Clara video clips — no stock photos
Peak Time Scheduling
Posts go out when your audience is most active — maximizes reach automatically
Automated Blog Articles (SEO)
2 keyword-optimized articles/month written, published, and distributed automatically — builds Google ranking and social content simultaneously
Your AI brand spokesperson — content and ads that run 24/7
Custom AI Brand Avatar
Clara is the face of ClearFile — consistent, professional, always on-brand
Short-Form Video (Reels/TikTok)
15-30 second Clara videos demonstrating ClearFile features — posted automatically
UGC-Style Facebook Ad Creative
Clara walks through CPA pain points + solution — converts better than static ads
Website Chat Bubble
Clara answers FAQs, qualifies leads, and books demos directly on the site 24/7
Your private portal — everything in one place, visible at a glance
Live Traffic & Lead Tracking
Website visits, new leads, and pipeline visibility in real time
ROI Dashboard
Monthly spend vs revenue — you always know your return
Change Request System
Submit requests directly — tracked and responded to within 24hrs
AI Build Progress Tracker
See exactly where you are — what’s live, what’s in progress, what’s next
Regular check-ins so campaigns keep improving every month
Monthly Performance Report
Traffic, leads, outreach stats, ROI — delivered clean every month
Strategy Call
30-min monthly review to assess results and plan next priorities
Campaign Optimization
Ads, outreach, and content adjusted monthly based on what’s converting
24hr Request Response SLA
Every ticket, question, or change request answered within one business day
$3,500+
Website Build Value
$1,200/mo
Social + Content Creation
$800/mo
Outreach Management
$500/mo
Analytics + Ads Mgmt
Individual market rate for all 9 services
$6,000+/mo
Setup + First Month
$1,500
then
$1,000/mo
ongoing maintenance + content
You save every month
$5,000+