Firm Foundation Tax Services : 9 Qualified Appointments. 2 Sales. 1 Life-Saving Funnel

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John Amador is the founder of Firm Foundation Tax Services, a firm built on precision, service, and trust. A former network engineer turned tax strategist, John brought deep technical and financial knowledge—but had no scalable way to consistently generate qualified leads. Before partnering with Wealthy Clients, he was frustrated, burnt out, and questioning whether to leave the industry altogether.

• 📅 9 Qualified Appointments in < 2 weeks
• 💵 ~$110 per booked call in ad spend
• ✅ 2 New Clients from the first campaign
• 🔁 Built a repeatable marketing funnel
• 🧠 Reignited confidence in the business & its growth

“You literally saved my business.”
— John Amador, Founder, Firm Foundation Tax Services

“I spent over $12,000 on marketing before and didn’t get a single client. With Wealthy Clients, I got 9 qualified appointments in under two weeks.”

- John Amador, Owner, Firm foundation Tax Services

John had already tried working with marketing agencies—and the experience was painful.

“I spent over $12,000 on one campaign and didn’t get a single meeting. Not one.”

With no system, no funnel, and no strategy for appointment generation, John was relying on spaghetti marketing—throwing ideas at the wall and hoping something would stick.

He was passionate about helping clients, but lacked the clarity and tools to grow his practice.

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Daniel and the Wealthy Clients team delivered a coaching + campaign hybrid focused on:

• 🎯 Identifying John's Big Domino Statement and USP
• 🧠 Repositioning his offer to appeal to high-value clients
• 📹 Launching a conversion-first funnel with strategic messaging
• 📅 Automating appointment setting with clear CTAs
• 🔁 Real-time review and refinement to ensure success

“You didn’t just take my money. You told me I wasn’t ready—and helped me get ready. That’s why I trusted you.”

Business Impact

• 🔥 Replaced spaghetti-style marketing with a clear, high-performing funnel
• 📈 Reduced cost per appointment to ~$110
• 💬 Gained confidence and clarity in messaging and audience targeting
• 🤝 Secured 2 high-value clients from the first batch of leads
• 💡 Ready to scale spend and grow with confidence

“I was about to go back to cybersecurity. Now I know I’m meant to do this—and I finally have the system to succeed.”

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If you're stuck, skeptical, or scaling—Wealthy Clients installs the marketing systems that move your firm forward.