Free Pipeline Checklist | GrabTaxClients.com
For Tax Software Sellers, Credit Repair Experts & Tax Coaches

Score Your Client Pipeline In 2 Minutes

The same 12-point audit we run on strategy calls. Check off what's true for your business right now — your score updates live.

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A · Lead Capture & Traffic

Are the right people finding you?

And do you actually know what it costs to find them?

You know your cost per lead (CPL) for every active channel — not just total ad spend.
Every lead source (ads, referrals, content, DMs) is tagged, so you know which one actually produces clients.
At least one channel generates leads without your daily hands-on involvement.
B · Follow-Up & CRM

Is a lead's first minute working for you?

Or against you?

Every new lead gets an automated response within 5 minutes of opting in.
You have a follow-up sequence that runs 5+ touches over 14+ days — not a single email.
Booked calls get automated SMS + email reminders to reduce no-shows.
C · Conversion & Website

Does your site ask for the booking?

Or does it just look nice?

Your website's primary call-to-action is "book a call" — not "learn more" or "contact us."
Your homepage states a specific, quantified outcome above the fold, not a vague promise.
You have at least one visible guarantee or risk-reversal on your site.
D · Content & Positioning

Do people trust you before the call?

Or are you starting from zero every time?

You post content at least 3x/week that positions you as the go-to expert — not just company updates.
Your past client list has been reactivated with an offer in the last 90 days.
You can say, in one sentence, why a client should choose you over any other option in your niche.

Your Score

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Check off the boxes above as you go — your result updates automatically.

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