How a tax and accounting conversation goes
An example of how your AI agent texts, written for tax and accounting. Every bot is custom built in your voice. This is an illustration, not a client thread.
Example · Dallas, TX · business owner
● Consultation booked
Why it works
- Real phones, 99% delivered. Every text goes out from a real phone on a real carrier line, not a software number that gets filtered.
- A list built only for you. We pull your exact audience from our own database of 100M+ contacts.
- Replies in seconds. Your AI agent answers every reply, qualifies the lead and books it on your calendar.
- Tested every week. We A/B test openers and replies so your reply rate keeps climbing.
Who we text for you
- Small and mid-size business owners
- Real estate investors with several properties
- Business owners preparing to sell
- Contractors and trades with messy books
What the AI qualifies
- What do they need: bookkeeping, tax, payroll or advisory?
- Rough revenue and entity type
- Who handles it today?
- What is not working?
You decide what counts as qualified. We set it with you on the strategy call.
Results
“Before Client Gravity, new church projects came almost entirely from referrals. Within weeks their texting had us on calls with pastors who were already looking at land and expansions, and one of those conversations turned into a feasibility master plan. If you sell to people who are hard to reach, this works.”J. Hardy Brown, Principal Architect, BBA-A (professional services client)
AI employees for accounting firms
Lead gen fills the calendar. On Enterprise, AI employees take over the work that repeats every day:
- Client intake and document collection
- Deadline and tax-season reminders
- Scheduling and meeting confirmations
- Billing and collections
Live in 48 hours
- Talk to MaxA live video call, any time. He maps your market and what a qualified lead means to you.
- List and botWe pull your list and write a bot in your voice.
- Real phones go liveTexts go out and replies get answered in seconds.
- You closeQualified leads land on your calendar.
Plans
Lead Gen plus a full AI workforce: AI employees that take over repetitive roles (one client saves $30K a month), your voice clone, AI Receptionist, AI Salesperson and a monthly strategy call with Max. Priced on what we save you, with a 6-month minimum.
Text up to 25,000 people a month on real phones. AI caller calls your leads back in seconds, and the Appointment Setter books them. 24/7 account manager.
Every engagement is by application. Lead Gen has a 3-month minimum, then month to month. You sign the agreement before any payment.
Questions
When is the best time to run a campaign?
Many firms start before year-end and tax season, when business owners rethink who handles their books. Your strategy call sets the timing.
Can AI handle document collection?
Yes. On Enterprise, AI employees send document requests and reminders and update your CRM.
How fast does a campaign go live?
Within 48 hours of your kickoff call. We build the list, write your bot and start texting from real phones.
How much does it cost?
Lead Gen starts at $5,000 a month for up to 25,000 people a month, with an AI caller that calls your leads back in seconds. Enterprise starts at $20,000 a month and is priced on what we save you: everything in Lead Gen plus AI employees that take over repetitive roles. Every engagement is by application. Lead Gen has a 3-month minimum and Enterprise has a 6-month minimum.
Where do the contacts come from?
We own our own data company with over 100 million contacts, including cell numbers for decision makers. Every list is pulled only for you.
Is the outreach compliant?
We follow applicable telemarketing rules, honor every opt-out immediately and handle consent and privacy, so your brand stays protected.
Ready to fill your calendar?
Get on a live video call with Max right now and see a custom demo built for your business.