Service Bureau Growth EngineMore EROs. More software sales. On autopilot.
A done-for-you marketing system that turns ads into booked demos and booked demos into signed EROs — built for service bureaus that are done relying on word-of-mouth.
Most service bureaus grow by accident, not by design.
Recruitment happens through referrals, a few Facebook posts and whoever happens to call in January. That's not a growth plan. That's hoping.
Sound familiar?
- ERO recruitment only kicks in a few weeks before filing season
- Leads come in from DMs and calls, then nobody follows up
- No dedicated page explaining why a preparer should join your bureau
- Software inquiries go cold because demos aren't booked fast enough
- Social media goes silent for months at a time
- No idea what it actually costs to sign a new ERO
From referral-dependent to a predictable pipeline.
Feast or famine
- Growth depends on who you know
- Recruiting is manual and seasonal
- Leads tracked in DMs, texts and memory
- No way to forecast next season
A growth engine you control
- Ads put your bureau in front of preparers every day
- Every lead lands on a page built to convert
- Automations follow up in seconds, not days
- A clear pipeline you can measure and scale
What is one new ERO actually worth to you?
Move the sliders to match your bureau. The example values are placeholders — plug in your real numbers.
Illustrative calculator only. Figures are user-entered estimates, exclude ad spend, and are not a projection or guarantee of results.
One connected engine. Five moving parts.
Every piece hands off to the next — so no lead ever falls through the cracks.
Ads aimed at the exact people who become EROs.
- ERO recruitment campaigns — experienced preparers ready to open their own office
- "Start your tax business" campaigns — new preparers and side-income seekers
- Software sales campaigns — offices shopping for a new platform
- Retargeting — stay in front of everyone who visited but didn't book
- Creative + copy written for the tax industry — refreshed as we test
this tax season.
Pages built to do one job: get the call booked.
ERO Recruitment Page
Why join your bureau — support, payouts, software, training. Built to convert preparers.
Software Demo Page
Shows the platform in action and books demos directly to your calendar.
Lead Magnet Page
A "Start Your Tax Business" guide that captures early-stage preparers before they're ready.
Booking + Thank-You
Calendar booking, confirmation and next steps — so they actually show up.
All pages are mobile-first, branded to your bureau, and connected to Dragon Hub CRM from day one.
The follow-up runs itself. Every time.
The bureau that responds first usually wins the ERO. These workflows run inside Dragon Hub CRM and make sure that's you — even at 11pm on a Sunday.
60-sec speed-to-lead
Instant SMS + email the moment a form is submitted.
Nurture sequence
Multi-day text and email follow-up for leads who don't book right away.
Show-up reminders
Automated reminders before every demo to cut no-shows.
No-show rescue
Missed the call? An automatic rebook sequence kicks in.
CRM pipeline
See every lead from "new" to "ERO signed" in one view.
Off-season reactivation
Re-engage past leads and inactive EROs before filing season.
8–12 social posts every month. On us.
Your ads work harder when prospects check your page and see an active, credible bureau. So we keep your social media alive — at no extra cost.
- Branded graphics + captions written for preparers
- Recruitment, education, authority and seasonal content
- Ready to post on Facebook, Instagram and LinkedIn
Three audiences. Three campaigns. One pipeline.
Experienced Preparers
Working under someone else and ready to open their own office. Highest-value ERO prospects.
New Entrepreneurs
People who want to start a tax business. Captured early, nurtured until they're ready.
Software Shoppers
Existing offices unhappy with their current platform and actively comparing options.
Live by week 2. Optimized every week after.
Build
Strategy call, offer positioning, landing pages, CRM pipeline and automations set up.
Launch
Ads go live across recruitment and software campaigns. First social posts published.
Optimize
Test new creatives and audiences, cut what's not working, double down on what is.
Scale
Increase budget on winning campaigns heading into peak recruitment season.
You'll always know exactly what's working.
Monthly reporting on the numbers that matter — not vanity metrics.
Cost per lead, by campaign and audience
Calls booked straight to your calendar
How many booked prospects actually show up
New EROs signed and software sold
Pick the package that fits your growth.
Growth Launch
- One landing page
- CRM setup + lead capture form
- Two basic automations
- Two ad creatives
- Monthly technical support
Ad campaign management not included.
Marketing Growth Pro
- Conversion-focused funnel
- Dragon Hub CRM
- Up to five automations
- Four ad creatives
- Meta campaign setup + ongoing optimization
- Lead tracking + monthly reporting
- Ongoing support
Marketing Scale Elite
- Everything in Growth Pro, plus:
- Two funnels
- Up to ten automations
- Eight monthly ad creatives
- Advanced lead nurturing
- CRM pipeline optimization
- Biweekly strategy meetings
- Priority support
Bonus with every package: 8–12 complimentary social posts per month. All pricing excludes the client's advertising spend, taxes and usage-based messaging fees.
Three steps to your next ERO.
Kick off
Confirm the partnership and map your recruitment goals, ideal ERO profile and software offer.
Onboarding
Share brand assets and account access. We handle the build.
Go live in week 2
Ads, pages and automations launch — your pipeline starts filling.
Let's build your bureau's best season yet.
Results vary by market, offer, budget and follow-up. No specific number of EROs, sales or revenue is guaranteed. Any example figures in this presentation are illustrative.