Case Study 9

How a Tax Consultant Doubled Their ROAS by Fixing Their Offer

Client Overview

Business Type: Tax Consultant (Helps business owners reduce their tax bill)
Revenue Model: $2,000 per tax-saving strategy session
Ad Platform: Google Ads & LinkedIn
Previous ROAS: 1.5x (Struggling to scale)

Problem Statement

The ads were getting clicks but no conversions—business owners didn’t see the value in booking a call.

Audit Process & Key Findings

Offer felt risky → Business owners were skeptical of paying upfront for tax advice.
No urgency or incentive → No reason to book now instead of later.
Weak social proof → No case studies or testimonials in the ads.

Audit Process & Key Findings

The offer felt risky → Business owners were skeptical of paying upfront for tax advice.
No urgency or incentive → No reason to book now instead of later.
Weak social proof → No case studies or testimonials in the ads.


Implementation & Fixes


New Lead Magnet Offer:
❌“Book a Tax Consultation for $2,000” → ✅ “Claim Your Free Tax Audit: Find Hidden Savings in 15 Minutes”

Added Urgency → Used limited-time bonuses (e.g., free tax-saving checklist for early bookings).

Stronger Social Proof → Ran ads featuring real client testimonials & results.

Key Takeaways

A no-risk, value-packed offer makes it easier to attract high-quality leads.

Results After 30 Days


ROAS Increased from 1.5x → 3.8x (More Than Doubled)
● Booked Calls Increased by 180%

More Organic Referrals from satisfied clients.

By transforming the offer into a low-risk, high-value entry point, this tax consultant doubled their ROAS and filled their calendar with qualified leads—proving that the right offer can turn clicks into clients fast.

Implementation & Fixes

New Lead Magnet Offer:
❌“Book a Tax Consultation for $2,000” → ✅ “Claim Your Free Tax Audit: Find Hidden Savings in 15 Minutes”
Added Urgency → Used limited-time bonuses (e.g., free tax-saving checklist for early bookings).
Stronger Social Proof → Ran ads featuring real client testimonials & results.

A no-risk, value-packed offer makes it easier to attract high-quality leads.

Results After 30 Days


ROAS Increased from 1.5x → 3.8x (More Than Doubled)
● Booked Calls Increased by 180%

More Organic Referrals from satisfied clients.

By transforming the offer into a low-risk, high-value entry point, this tax consultant doubled their ROAS and filled their calendar with qualified leads—proving that the right offer can turn clicks into clients fast.

ROAS3.8x
Booked Calls Increased by180%