ABM Demand Generation for Tax & Accounting

01

ABM Demand Generation

Ready to get started?

What You Get

If this pipeline generates 2–3 qualified Tax & Accounting opportunities in the first 30 days, this pilot pays for itself in the first cycle. The average managed IT contract in this vertical runs $5,000–15,000/month in recurring revenue.

Visitor-to-Pipeline System

RB2B

Identify website visitors by name, company, LinkedIn

Clay

Enrich, score, and route visitor data automatically

HubSpot

Contacts, sequences, and pipeline management

How it connects: RB2B identifies visitors on netsurit.com → Clay enriches them with firmographic data and scores for Tax & Accounting fit → qualified leads push into HubSpot with full context for your sales team.

RB2B subscription is included in this pilot at no additional license cost.

AI Enrichment Optimization

Your Clay tables use AI-powered columns to classify and score incoming leads. This pilot includes a full optimization pass:

Audit all AI-powered Clay columns and upgrade to the latest model configurations
Rebuild prompt chains for accurate firmographic classification and lead scoring
Set up automated monitoring and alerting so you know the moment output quality changes

ABM Ad Campaign: Tax & Accounting Vertical

LinkedIn Campaign

Targeted ads to Tax & Accounting decision-makers. Campaign build, creative, A/B testing, weekly optimization.

Google Ads Support

Search campaign targeting high-intent managed IT keywords for accounting firms. Conversion tracking setup.

ABM Demand Generation — One-Month Pilot

ONE-MONTH PILOT

$4,500

one-time, no recurring

Timeline

Weeks 1–2

RB2B installed, Clay enrichment tables optimized, HubSpot pipeline configured, ad account setup.

Weeks 3–4

LinkedIn and Google Ads campaigns live, enrichment pipeline flowing leads into HubSpot, first round of A/B testing on creative.

End of Month

Performance review with full pipeline data. Handoff documentation for anything you want to keep running in-house. Decide together whether to continue, hand off, or pivot.

Engagement Terms

1-month pilot engagement. One-time $4,500 payment via Stripe. No auto-renewal, no recurring billing. Work product and access credentials are yours to keep at the end of the month.

Next Step

$4,500 — Start the Pilot

Or email ryan@upfrontops.com if you want to walk through anything first. I can start the same week payment clears.

02

Background

This proposal follows our conversation about expanding Netsurit's demand generation into the Tax & Accounting vertical. The scope above covers the full stack, from visitor identification and data enrichment to paid acquisition and content, bundled into a single monthly retainer.

03

The Opportunity

Tax & Accounting: A High-Value Vertical

This vertical is high-value because:

Firms typically have 10-200 employees with limited in-house IT staff
They need compliance-aware infrastructure (SOC 2, data encryption, secure file sharing)
They are actively searching for alternatives to break-fix IT support
Buying decisions concentrate between January and April (tax season planning)

What Success Looks Like

Qualified Tax & Accounting leads flowing into HubSpot from multiple channels
RB2B identifying high-intent visitors before they fill out a form
Ad campaigns generating consistent pipeline each month

04

Tech Stack

Core Tools

HubSpot CRM & Marketing Automation

Clay Data Enrichment & Orchestration

RB2B Website Visitor Identification

WordPress Content Management

Claude AI Content & Automation

Replicate AI Image Generation

Also Using

Microsoft Teams

Microsoft 365

Google Analytics

Google Tag Manager

Discussed

Tools we talked about, not currently in your stack.

Google Ads

05

By The Numbers

I'm Ryan Murphy, founder of UpfrontOps. I build AI-powered revenue operations infrastructure for growth-stage companies.

93.4%

Meeting Attendance

320

Meetings Held

6

Active Clients

Computed from 90-day Calendar + 90-day Gmail data · Response time from 2 threads (30d)

LIVE

— connecting...

Loading stream...

Client identities protected — showing event types only

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Agentic Operations — Last 24h

AI Agents

1,204

Data Enrichment

1,050

CRM Automation

545

Email & Calendar

320

Web Intelligence

279

Social Automation

173

Cloud Ops

95

Total: 3,666 calls · 22 services 59 days ago

1,369

emails exchanged

22

active services

HubSpot Certified ↗ Clutch 5.0 ↗ Trustpilot Verified ↗ Forbes BDC Member Telarus Channel Partner

Data refreshed 59 days ago · Pulled from Calendar & Gmail

Reviews & Media

Client Reviews

5.0

"10x ROI on visitor conversions. Highly efficient, on-time delivery throughout. Ryan took our messy CRM data and turned it into a pipeline that actually converts."

Supply Chain Manager

CRM & Revenue Operations

Verified on Clutch