Use cases / Roadmap Tax
Built to run without
anyone chasing it.
A website rebuild, a content engine that publishes five days a week, and automation that moves a client from booked to signed to paid without anyone pushing each step.
- Customer
- Roadmap Tax Services
- Location
- San Diego, California
- Business
- Tax strategy firm for high earners and business owners
- Scope
- Website rebuild · Content engine · Client pipeline automation · Operations reporting
2 → 10
Google reviews
Two in the previous seven years, then eight in eight weeks. All 5 stars.
650+
Automated steps every month
Notes logged, workflows advanced and follow-ups sent with no one touching them.
~14 hrs
Reporting work saved
Off the team’s plate every week.
In our customer’s words
“A fire and forget service.”
The starting point
The expertise was there.
The systems weren’t.
Roadmap had clients who’d stayed more than ten years and a team that knew advanced tax strategy cold. Online, you’d never know it. The firm had two Google reviews in seven years, and the blog ran generic marketing posts about whatever was in the news, with nothing on tax strategy. Behind the scenes, every handoff depended on someone remembering to update the CRM.
Full disclosure
I’m Roadmap’s COO. We built this for our own firm first, and we still run it every day.
The rebuild
From “good reputation” to
“easy to find and easy to book.”
Six service pages
- Tax strategy
- S-Corp elections
- Cost segregation
- Retirement planning
- Tax prep
- Year-round planning
One clear next step
Every page leads to a paid Tax Strategy Consultation.
A blog about the actual work
A blog rebuilt around what Roadmap actually does.
View full-size screenshot The content loop
Show up where
high earners are looking.
116
tax strategy articles since the relaunch
Publish five days a week
A new article five days a week on real questions: RSUs, moving out of California, cost segregation, S-Corp timing. That’s 116 since the relaunch.
Reuse every article
Each week’s newest article becomes a Google Business Profile post, and the same content feeds LinkedIn.
Ask for the review
Clients get an automatic review request. That’s what took the profile from 2 reviews to 10.
The operations layer
The follow-up happens whether
anyone remembers or not.
01
Booked
A consultation booking creates the client record and starts onboarding.
02
Signed
A signed engagement letter updates the record and opens the next step.
03
Paid
Every payment drops a note in the CRM and closes its step. Failed payments get re-checked two days later, and only real failures go to the strategist.
04
Chased
Unpaid invoices and unsigned letters get re-sent every 48 hours. At 14 days a person gets flagged.
05
Reported
A morning snapshot every weekday, a Friday ops report and a monthly dashboard land in leadership’s inbox on their own. Two separate checks confirm the automations actually did their job. If a data source goes down, the report says so instead of showing a zero.
Results
A reputation that finally
shows up online.
| Metric | Before | After |
|---|---|---|
| Google reviews | 2 (2018–2019) | 10 (8 new, Jul–Aug 2026) |
| Average rating | 5.0 | 5.0 |
| New reviews with an owner reply | n/a | 8 of 8 |
| Blog | Occasional generic news posts | 116 tax strategy articles |
| Automated steps per month | 0 | 650+ |
Search visibility · Last 90 days vs. the 90 before
The content is starting to get found.
Google Search Console for roadmaptax.com, 90 days to September 19, 2026, compared with the 90 days before. Early numbers from a small base, but moving the right way.
- Search impressions
- 478 → 1,747
- 3.7×
- Search clicks
- 26 → 75
- 2.9×
- Average position
- 39.1 → 32.7
- 6.4 places higher
- Queries in the top 10
- 88
- 34 of them in the top 3
How we measured
Review counts come from Roadmap’s Google Business Profile, and the article count from the live blog, both checked September 22, 2026. Automated steps are August 2026 task counts from Roadmap’s Zapier account. Reporting hours are the number of report runs times the time each report took to build by hand. Search figures come from Google Search Console via Lucy, read September 22, 2026, with data through September 19. They cover every query without filters; the top-10 count is out of 419 queries the site appeared for. Average position is averaged across all those queries, so it isn't a ranking for any single keyword.