Case study
Imfinita Tax Team: one system for seven offices.
Imfinita is a network of seven tax and accounting offices: five in Miami, one in Boston and one in Seattle. Each office serves its own clients, but the brand, content and advertising are run together.
The challenge
Make the brand look like one across three markets, and make sure each office gets its own contacts, without one city's budget drifting to another.
What we installed
- A bilingual site with a blog, fed by an automated article-publishing flow.
- One Lumaflow platform per office: CRM, WhatsApp, chat and reviews, receiving the contacts that come in from the corporate campaigns.
- Monthly content production that changes with tax season.
- A seasonal Meta advertising plan, with campaigns by service (Obamacare, personal and business taxes, ITIN, LLC) and a separate budget per city.
How it works today
Corporate produces the content and runs the campaigns. Each office gets its contacts in its own CRM and follows up on WhatsApp.
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