Marketing & Growth

Tools and resources to help you attract, convert, and retain clients

Lite
Google Business Profile
Set up and optimize your Google Business Profile to attract local clients
  • ✓Profile setup wizard
  • ✓Keyword optimization
  • ✓Review management
Lite
AI Practice Naming
Generate professional firm names with domain availability check
  • ✓AI name generator
  • ✓Domain availability check
  • ✓Social media handle check
Lite
Client Onboarding Funnels
Create landing pages and lead magnets to attract new clients
  • ✓Landing page templates
  • ✓Lead magnet builder
  • ✓Form integration
Lite
Referral & Review Engine
Automate referral requests and review collection from clients
  • ✓Review request templates
  • ✓Referral program setup
  • ✓Testimonial collection
Pro
SEO Blog Templates
Pre-built SEO-optimized blog templates for accounting firms
  • ✓Industry-specific templates
  • ✓Keyword research
  • ✓AI content generation
Pro
Client Retention Score
Measure client satisfaction and predict retention with NPS surveys
  • ✓NPS survey templates
  • ✓Retention prediction
  • ✓Client health dashboard

Upgrade to Ledgertify Pro

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