Cozerk
Sales Funnel Optimization

Book more cost segregation studies — without changing how you deliver

We partner with engineering-based cost segregation firms to rebuild the path from inbound lead to signed engagement letter. Sharper intake, tighter discovery, faster proposals, automated follow-up.

Trusted by cost segregation advisory firms across the US

  • Brookline Tax
  • Anchor Studies
  • Meridian Cost Seg
  • Keystone Engineering
  • Northridge Advisors
  • Coastline Tax

What we do

Six interlocking systems that turn inbound interest and outbound touches into signed cost segregation engagements.

Lead qualification

Filter only the best-fit property owners and CPA partners into your pipeline so engineers spend their time on deals that actually close.

Conversion-rate engineering

Rebuild landing pages, intake forms, and proposal flows so more inquiries turn into signed engagements.

CRM & pipeline systems

Structure your CRM around the cost seg sales cycle so nothing slips between site walk, draft report, and close.

Discovery & proposal scripts

Sharper discovery questions and proposal templates that anchor higher study fees and shorten decision cycles.

Outbound sequencing

Multi-touch email and LinkedIn cadences that book qualified intro calls with property owners and CPA partners.

Sales analytics

Funnel dashboards and weekly readouts so you know exactly which step is bleeding deals — and what to fix next.

How we compare

What separates a focused funnel partner from a typical agency.

Cozerk
Generic agency
DIY / in-house
Methodology
Funnel systems
Campaign-by-campaign
Improvised
Industry focus
Cost seg only
Anyone with a budget
You alone
Responsiveness
Same-day
5–7 day SLA
Whoever is free
Strategy approach
Senior-led
Junior account managers
Partner-led
Insights depth
Funnel + close-rate
Surface metrics
Spreadsheet

How we work

Three phases. Six weeks to first measurable funnel lift.

  1. 01

    Funnel audit & strategy

    • Walk every step from inbound lead to signed engagement
    • Interviews with engineers, partners, and top-billing CPAs
    • 90-day roadmap with weekly deliverables
  2. 02

    Build & launch

    • Landing pages, intake forms, and proposal templates
    • CRM pipeline restructured around the cost seg cycle
    • Calendly and follow-up automation wired end-to-end
  3. 03

    Optimize & scale

    • Weekly experiments on subject lines, scripts, and proposal anchors
    • Win-loss reviews fed back into the funnel
    • Quarterly business reviews with the partners

What partners say

"We doubled signed engagements in two quarters without adding a single engineer. Best operations decision we've made."
Jordan Reyes
Managing Partner, Apex Cost Segregation
"They treat our pipeline like their own. Every test ladders to signed engagement letters, not vanity metrics."
Priya Shah
Director of Growth, Northwind Tax Studies
"The proposal template alone paid for the engagement in three months. Then it kept paying."
Marco Aldi
Founder, Lattice Tax Engineering
"Senior strategists who actually understand §168 and engineering studies. No re-explaining our business."
Sam Okonkwo
Partner, Cobalt Cost Recovery
"First partner that built dashboards we actually use. Weekly readouts replaced our pipeline meeting."
Rin Tanaka
Head of Operations, Helio Studies
"Predictable. Compounding. Zero hand-holding required from the partners."
Avery Lin
Founder, Pivot Tax Advisors

Frequently asked

DO NOT BOOK IF YOU CAN'T HANDLE AT LEAST 20 EXTRA SALES CALLS PER MONTH

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Time zone
Eastern Time - US & Canada (8:19pm)