ROI CFOA readiness-first Master Marketing Plan and Minimum Viable Platform to reach CPAs, financial advisors, CFOs and bookkeepers launching the day an independent tax attorney clears the offer, then carrying the same infrastructure into carbon credits on January 1, 2027.
See the readiness gates TimelineA clear goal, a hard deadline and an audience that multiplies itself: one advisor can bring many clients. Figures below are as reported by your team and will be documented in Week 1.
These gates protect ROI CFO, its advisors and EZZEY. They are also what makes CPAs and advisors willing to engage: they need to believe they did their due diligence.
We launch the day all four gates clear. Everything is built and staged beforehand, so launch is a switch, not a project. Target gate date is October 30, and if the opinion arrives sooner, we launch sooner.
One system that finds professionals, educates them, qualifies them and hands the best ones to a personal call. The same system is reused for carbon credits in January.
Four segments (CPAs, financial advisors, CFOs and bookkeepers) plus family offices, each with its own message and objection list. Week 1 deliverable.
A webinar page for professionals, with an upfront qualifier on client profile, so the right people self-select and the wrong ones leave early.
Platform, reminders on the 5, 3, 2 and 1 days before, replay, and a no-show recovery sequence built from the nurture series you already have.
LinkedIn, search and retargeting concepts built around education, not outcome promises. Short videos built on real advisor voices.
Every registrant tracked from source to attendance to call to client, with weekly reporting by segment and channel.
Rebuilt around verified facts, led by the volume verification letter. Shows how the process works and what advisors should evaluate in their own due diligence.
Ask advisors and clients to answer in their own words. We never write their answers for them.
Build and stage everything in three weeks while the gates run in parallel. Launch happens the day the gates clear, then webinars run weekly. Ad spend is released in tranches after launch.
At about $20K per client, $1M is roughly 50 closed clients, not hundreds. Move the sliders to see how webinars, advisors and clients produce that number. The defaults use the 90% close rate ROI CFO provided, with a cautious two clients per advisor, below the five they reported.
An estimate split across execution, infrastructure and ad spend over three months. Ad dollars are released in tranches after the gates clear, so unspent dollars stay yours.
| Category | Month 1 | Month 2 | Month 3 | Total |
|---|---|---|---|---|
| EZZEY execution MMP + MVP at $12,500/mo plus rapid-launch webinar build at $10,000/mo | $22,500 | $22,500 | $22,500 | $67,500 |
| Infrastructure and production Pages, webinar platform, CRM, list verification, video, tooling | $15,000 | $7,000 | $3,000 | $25,000 |
| Advertising spend Released in tranches after the gates clear | $0 | $35,000 | $50,000 | $85,000 |
| Monthly total | $37,500 | $64,500 | $75,500 | $177,500 |
The independent tax attorney's fees are a client cost, paid directly and outside this budget. Ad spend begins the day the gates clear. If that is earlier than planned, the ad tranches move earlier with it, and if later, they move later.
The audience, pages, webinar system and CRM carry over. Carbon credits get their own readiness gates and their own attorney review before any campaign launches.
Planned in Week 12 and funded separately.
Lead generation, funnels and rapid builds for regulated and high-trust audiences, run on the same lean method: assumptions, metrics, gates, then scale.
12,104 qualified leads over 8 months at an average $18.01 per lead, with conversion up and lead quality held while paid budget scaled.
“In the first year of our campaign, we have gone from $100,000/month to over $2,200,000/month in sales.”
After a previous agency cost them nearly all their Google rankings, Ezzey rebuilt everything: 9.2x revenue, 5.2x leads, 33% lower cost per lead in 24 months.
To start the gates and the build, we need these from ROI CFO.