Generic ebooks and checklists don't work anymore. Give prospects immediate, personalized value with an interactive financial health assessment — and capture qualified leads automatically.
The psychology behind high-converting lead generation.
Prospects get personalized insights about THEIR business instantly — not generic advice they could find anywhere.
Only business owners with QuickBooks (your ideal clients) can use the tool. Every lead is qualified.
The report gives you specific talking points about their financial situation for your sales call.
Providing valuable analysis before asking for anything builds trust and positions you as an expert.
Prospects connect in 30 seconds. No lengthy forms, no scheduling, no commitment.
Someone who connects their QuickBooks is actively seeking help — much higher intent than form fills.
Most bookkeeping firms use the same tired lead magnets: "10 Tax Deductions You're Missing" or "Year-End Financial Checklist." The problem? Everyone has them. Prospects download, skim, and forget. Conversion to sales calls is typically under 2%.
Interactive tools that provide personalized value convert 5-10x better than static downloadables. When prospects receive insights about their own business, three psychological triggers activate:
When someone clicks the widget on your site, they're prompted to connect their QuickBooks Online account (read-only, secure OAuth). Within 30 seconds, they receive a professional financial health report. Simultaneously, you receive their email, company name, and a copy of their report — giving you everything you need for a personalized follow-up.