LeadFlow: Starter Phase ($100K+)

Get 5-10 Consultations A Month Without Hiring A Marketer

Using AI you can bring more leads to your firm, with setup in just 30 minutes or less.

If you rely on referrals and partnerships to drive business, and you'd like more consistent clients every month, this system is for you.

Book A Live Demo
  • ✓30-Day Trial
  • ✓Cancel anytime

The Problem With Marketing Agencies In 2026

No visibility into what they're actually doing

You get reports, dashboards, and monthly updates. But you rarely see the actual work, the real changes being made, or why results move up and down. You're expected to trust the process without ever seeing the proof.

Marketing agencies are expensive and risky

Retainers start at $3,000 to $5,000 per month, often locked into long contracts, with no guarantee of outcomes. When results go flat, you're still paying the full price and hoping next month turns around.

No control over your own lead generation

Your pipeline depends on someone else's calendar, priorities, and bandwidth. You don't own the system, the data, or the ability to turn leads on when you need them most.

Here's How We'll Help You Bring 5-10 Consultations Per Month

Attract With Google & AI

Get in front of the right people on Google and Meta at the moment they need you.

  • ✓Live Google Search campaigns within 24 hours for every accounting service
  • ✓Google Maps optimisation that ranks you in the top 3 for your service categories
  • ✓Retargeting sequences for people who visited your site or booking link

Convert With Landing Pages

Turn attention into phone calls and appointments.

  • ✓Conversion-tested pages purpose-built for tax prep, bookkeeping, payroll and advisory
  • ✓Generates a full page from your service URL in minutes
  • ✓Mobile-optimised with built-in consent, no cookie theatre

Nurture With Email Marketing

Follow up automatically so no lead goes cold in your inbox.

  • ✓Automated email and SMS sequences follow up within minutes
  • ✓No lead goes cold in your inbox, and every response is tracked
  • ✓Retargeting sequences for people who ghosted your booking link
  • ✓Handoff sequences that prep prospects before your call

Manage & Support

Everything runs in one system, with our team backing you up weekly.

  • ✓Manage every lead and pipeline stage in one dashboard
  • ✓Automated email and SMS reminders fire for every new lead
  • ✓Direct support and account audits from our team
  • ✓E-signature documents and agreements built in

Interact With Our Product Live

If you're on mobile, turn your screen sideways or zoom in.

Book A Live Demo

Dead Simple

What Happens Next?

01

Book a live demo

A 30-minute call to understand how this platform aligns with your business and marketing goals.

02

We build it with you

We set up the backend so all you have to focus on is launching your marketing.

03

Clients show up

Contact and close each lead following our sales process.

04

Follow-up runs itself

Automated reminders and nurture sequences keep your pipeline moving without extra work.

How Do We Compare?

Hiring A Marketer

  • Google Ads$1,000/mo
  • Facebook Ads$2,000/mo
  • Landing Pages$250/mo
  • CRM + Automations$300/mo
  • Live SupportNot included
Total$3,550/mo

Doing It Yourself

  • Google Ads✓Included
  • Facebook Ads✓Included
  • Landing Pages✓Included
  • CRM + Automations✓Included
  • Live Support✓Included
Total$297/mo

Real Campaign Results

Straight from the Google Ads dashboards of firms running the Shorecrest system.

Google Ads results for Crypto Tax Services

Crypto Tax Services

125 conversions from 24,279 impressions at CA$79.26 per conversion, a 5.01% click-through rate on CA$9,907.55 of managed spend.

Google Ads results for Non-Profit & Charity CPA

Non-Profit & Charity CPA

18 conversions from 177 clicks at CA$103.28 each, holding a 41.20% search impression share on CA$1,859.08 of spend.

Google Ads results for Ecommerce Accounting

Ecommerce Accounting

9 conversions from 1,807 impressions at CA$99.66 per conversion, converting 11.39% of clicks on CA$896.90 of spend.

Google Ads results for Non-Resident Tax Preparation

Non-Resident Tax Preparation

7 conversions from just CA$400.40 of spend, CA$57.20 per lead at a CA$6.16 average cost per click.

Your Next 15 Clients Are Already Searching

See the system running on your firm's data before you pay a cent.

  • ✓30-Day Trial
  • ✓Cancel anytime
  • ✓Plans from $297/mo
Book A Live Demo

Frequently Asked Questions

How much does it cost?+

$297/month. No setup fees, no long-term contract, and a 30-day money-back guarantee.

How is this different from hiring a marketing agency?+

An agency charges $4,000+/month to run the same channels. You get the whole stack, plus sales training and weekly coaching, for a flat $297.

Do I need marketing experience?+

No. We set up the backend for you. You just approve the messaging and launch.

What if I'm not tech-savvy?+

Everything is built and configured by our team. If you can send an email, you can run it.

Any contracts?+

No. Month-to-month, cancel anytime by email.

What additional costs are there?+

Only your own ad spend, paid directly to Google and Meta. You control the budget.

Earnings disclaimer: Results shown are from specific firms and are not a guarantee of future performance. Your results depend on your market, offer and execution. This site is not part of Google, Meta or any of their affiliates.