ABM Demand Generation for
Tax & Accounting

What You Get

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

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

AI Enrichment Optimization

Your Clay tables use AI-powered columns to classify and score incoming leads. This retainer 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

ABM Demand Generation Retainer

Timeline

Engagement Terms

Next Step

Two ways to get started:

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

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.

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