Tax
Consulting & Advisory


Industry:
Tax Consulting & Advisory (B2B + HNI Clients)
ROI Growth:
Consistent Pipeline of High-Ticket Leads (₹25K–₹1L+ services)
Powered By:
DigiGlow – SEO, Search Ads, CRM & Funnel Strategy
Review:
01.
About the Brand
A premium tax consulting firm offering strategic tax planning, compliance, and advisory services for Indian businesses, HNIs, and startups. With over 10 years of experience, the firm is known for handling complex tax cases, corporate filings, and audits with discretion and expertise. Their clientele spans multiple cities, with a strong emphasis on personalized, high-value consulting.
Founded: 2013
Target Audience: Indian SMEs, professionals, and high-net-worth individuals
Service Specialties: Tax Planning · GST · Audit · Legal Filings

02.
The Partnership with DigiGlow
The firm approached DigiGlow with a clear need: generate high-ticket leads consistently without relying on referrals.
Together, we focused on building a robust digital sales engine:
- Revamped their website for trust-building and lead capture
- Created a niche-focused consulting funnel based on service types
- Ran Google Search campaigns targeting high-intent keywords
- Integrated a CRM system for lead tracking and conversion workflows
Our collaboration resulted in a steady flow of qualified leads and a simplified follow-up system that fit the team’s workflow.


03.
Challenges & Strategic Solutions
Challenge #1: Website Wasn’t Converting Visitors
Bounce rate was high, and trust signals were missing.
Solution: Redesigned the website to include authority markers (e.g., CA certifications, testimonials, FAQs, industry-specific solutions).
Challenge #2: Relying Heavily on Referrals
The firm had no predictable inbound pipeline.
Solution: Implemented high-intent Google Search ads targeting terms like “best tax consultant in [city],” “GST audit help,” etc.
Challenge #3: No CRM or Funnel for Lead Management
Leads were getting lost across emails and spreadsheets.
Solution: Set up a simple CRM pipeline + automation for follow-ups, meeting bookings, and service reminders.
04.
The Results
- 300% Increase in Monthly Qualified Leads
- 2.7X Conversion Rate from Google Ads to Consultation Bookings
- High-ticket leads averaging ₹40K+ per inquiry
- 50% Faster response time with CRM + automation
- 100% improvement in digital credibility (as noted by clients during consultations)
