Another “Big Four” Advisory Firm Chooses
Checkbox to Build an Indirect Tax Lead Generation Tool
1 min read
Checkbox to Build an Indirect Tax Lead Generation Tool
Context/Challenge
Context/Challenge
Our customer provides tax consulting to their clients and is always looking to acquire new leads and customers to grow the business. Often, potential clients do not engage as they do not understand the need to or simply because they do not want to incur costs for basic, preliminary advice. This results in a poor outcome for their clients and lost opportunities for our customer.
Our customer provides tax consulting to their clients and is always looking to acquire new leads and customers to grow the business. Often, potential clients do not engage as they do not understand the need to or simply because they do not want to incur costs for basic, preliminary advice. This results in a poor outcome for their clients and lost opportunities for our customer.
Our customer provides tax consulting to their clients and is always looking to acquire new leads and customers to grow the business. Often, potential clients do not engage as they do not understand the need to or simply because they do not want to incur costs for basic, preliminary advice. This results in a poor outcome for their clients and lost opportunities for our customer.
Checkbox Solution:
Automated Assessment and Report Generation
Automated Assessment and Report Generation
Our customer used Checkbox to build a tool that provides a preliminary assessment on the eligibility for indirect tax exemption for the services supplied by companies to overseas entities. The tool was embedded on their website which enabled potential clients to self-serve and arrive at a preliminary outcome after being guided through questions that were tailored to their industry and services. A report is generated with automated advice which included the photo, names and contact details of Partners as a channel to generate new engagements.
Solution:
Automated Assessment and Report Generation
Automated Assessment and Report Generation
Our customer used Checkbox to build a tool that provides a preliminary assessment on the eligibility for indirect tax exemption for the services supplied by companies to overseas entities. The tool was embedded on their website which enabled potential clients to self-serve and arrive at a preliminary outcome after being guided through questions that were tailored to their industry and services. A report is generated with automated advice which included the photo, names and contact details of Partners as a channel to generate new engagements.
Benefits:
Distinguished Services
Distinguished Services
Benefits:
Distinguished Services
Distinguished Services
