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.
How we work
Three phases. Six weeks to first measurable funnel lift.
- 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
- 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
- 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."
"They treat our pipeline like their own. Every test ladders to signed engagement letters, not vanity metrics."
"The proposal template alone paid for the engagement in three months. Then it kept paying."
"Senior strategists who actually understand §168 and engineering studies. No re-explaining our business."
"First partner that built dashboards we actually use. Weekly readouts replaced our pipeline meeting."
"Predictable. Compounding. Zero hand-holding required from the partners."
Selected work
From 8 to 31 signed studies per quarter — without adding engineers
How Apex rebuilt their intake and discovery process around in-market property owners.
Read more →Cutting cost-per-booked-call by 47% on a 3-state outbound pilot
Northwind's path from broad outbound to ICP-tight CPA and property-owner cadences.
Read more →A proposal template that lifted average study fee 22%
Lattice's proposal rebuild and how it anchored higher fees on identical scope.
Read more →Building a CPA-referral system that books 5–7 studies a month
Cobalt's partner-channel funnel that turned warm CPA introductions into signed engagements.
Read more →Recent insights
The case against vanity pipeline dashboards
Read article → Apr 14, 2026Why CPA referral channels beat broad outbound in 2026
Read article → Mar 30, 2026How we structure a 90-day cost seg funnel rebuild
Read article → Mar 16, 2026Close-rate is the only metric that matters
Read article →Frequently asked
DO NOT BOOK IF YOU CAN'T HANDLE AT LEAST 20 EXTRA SALES CALLS PER MONTH
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