Client activation
Start the comp conversation with clients you already serve.
The S-corp clients who need a documented comp figure are already on your client list. The campaign finds them, opens the conversation under your firm's name, and keeps the follow-up moving.
Who it fits
Built for firms with a meaningful S-corp client base.
If your firm runs a few hundred to a few thousand returns a year with fifty or more S-corp clients, the campaign pays for itself quickly. Smaller client bases work too; the math just takes longer.
The sequence
A concrete, repeatable play.
01
Identify the S-corp clients.
02
Send the methodology explainer under your brand.
03
Book the conversations.
04
Deliver the HearthRC Defense report at your own rate.
05
Repeat next season.
See the campaign on the screen call.
Thirty minutes covers your client base, the campaign, and the report behind it.