Cleveland CPA Firm
Implemented CliffChat to handle tax deadline questions, freeing staff to focus on high-value client work.
Key Results:
- Automated 80% of deadline inquiries
- Increased appointment bookings by 27%
- Saved 15 hours per week in Q1
Metrics-driven case studies showing exactly how we reduce support tickets and increase conversions.
Implemented CliffChat to handle tax deadline questions, freeing staff to focus on high-value client work.
Redesigned quote request flow with smart qualification, reducing tire-kickers and increasing serious inquiries.
Launched subscription site with integrated booking, reducing no-shows and capturing after-hours leads.
"CliffChat handles 80% of our tax deadline questions automatically. Our staff can finally focus on actual client work instead of answering "when are taxes due" for the hundredth time.
"We've seen a 43% increase in qualified RFQs since implementing their system. The AI pre-qualifies leads so our sales team only talks to serious buyers. Game changer.
"The subscription site paid for itself in the first quarter. 24/7 booking alone captured 120+ after-hours leads we would have lost. The ROI is undeniable.
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