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Tax consulting firms · Lead generation

The notice has a reply date on it, and so does the enquiry.

Lead generation for a tax firm is an owner ringing with a notice and a reply date, sorted fast by authority, section and whether books exist. GullySales sets those first questions, puts the filing-season rush into one list, and follows every proposal the firm sends out.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of tax consulting firms at work in India

What lead generation means

Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.

Also for tax consulting firms

Sales and marketing for tax consulting firms, the overview.

Last updated 17 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For tax consulting firms

Where it usually goes wrong, and what we would do.

  • “The date on the paper sets your reply time”

    A reply window of a few weeks means the owner is ringing four firms this afternoon, and the second call back is already late.

  • “Half the callers want the answer, not the engagement”

    Someone reads the notice down the phone and waits. Ask what the turnover is and who kept the books, because a case with no records is a different job.

  • “A month of calls arrives in one fortnight”

    The last two weeks of July and the days after a GST due date bring everything at once, and that is when one gets lost.

What we do

What we deliver for tax consulting firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. An intake form built around the notice

    Authority, section, the date on the paper, the reply window, turnover and who keeps the books, captured on the first call or from the website.

    Result: The partner knows the case before picking up.

  2. Same-day acknowledgement carrying the next step

    A short reply inside working hours saying what you need from them and when you will come back, sent even when the partner is in a hearing.

    Result: The owner stops ringing the next firm.

  3. One shared list for the rush weeks

    Calls, emails, WhatsApp messages and referrals in a single list through the season, each with a name against it and a state.

    Result: Nobody in the last week of July is going on memory.

  4. A follow-up schedule on every proposal

    A check-in a few days after the fee note goes out and one more before the due date, with what was said written down.

    Result: A quiet proposal gets a second chance.

  5. The referrer tagged at first contact

    Who sent this client recorded on the first call, whether that was a banker, a fellow professional or an existing client.

    Result: After one season you can see which relationship earns.

  6. Enquiries and engagements reported by situation

    A count of enquiries, proposals and signed engagements split by notice, filing and advisory work, against the baseline taken at the start.

    Result: You see which kind of work is actually growing.

How the result is measured

  • Enquiries generated
  • Cost per enquiry
  • Enquiries by source

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full demand and lead generation page

Where enquiries come from

The doors through which a tax enquiry arrives, and what to write down before anyone is advised.

A call from someone holding a notice
Record the authority, the section, the financial year and the reply date, and whether books exist. The date on the paper sets how soon to reply, so log it first.
A referral from a CA, banker or lawyer
Note the referrer and what the referrer asked you to do. Tell the referrer the outcome of the introduction, and check your professional body's rules on any fee sharing.
A friend or relative of an existing client
Record the client who recommended you. This source rarely appears in a report unless it is tagged at first contact, so ask 'who suggested us' and write it down.
A reader of one of your articles
Tag the article and the topic. Someone who read a page on a GST change is already thinking about their own case, so ask the one question the article raised.
A WhatsApp message during a filing deadline
Save the thread under the client's name with the service and due date. Add it to the shared deadline list the same day, or it is lost among forwarded messages.
A founder registering a new business
Record the business type, the state, and the services asked. A startup needs registration, GST and books together, so note the full list and not only the first request.

Who it is for

This is written for these tax consulting firms.

  • Individual and small business tax consultants
  • GST compliance and advisory firms
  • Corporate tax advisory firms
  • Chartered accountancy firms offering tax services
  • NRI taxation specialists
  • Startup and new business tax advisory firms
  • Tax litigation and notice response specialists
  • Payroll and TDS compliance firms

Not for

It is not the right fit if.

  • Nobody can acknowledge an enquiry on the day it arrives, so a notice holder with a reply date would go to another firm.
  • The firm has no capacity for new engagements in the filing rush, and more enquiries would only be turned away.
  • You plan to buy lists of tax enquiries from a seller, which your own council's rules may not permit.

How it works

How the lead generation work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand your capacity

    We ask how many enquiries your team can answer well, who answers after hours, and what a good enquiry looks like. Without this, the system fills a funnel nobody is watching.

  2. 2

    Audit current sources

    We read your call log, WhatsApp chats, enquiry sheet and platform dashboards. The baseline is recorded: enquiries by source, reply time, conversion and cost per order.

  3. 3

    Strategise the channel mix

    Search and maps are chosen for people ready to buy, ads for people who are not yet looking, and content and referrals for trust.

  4. 4

    Implement capture and follow-up

    Pages, forms, tags, the lead record and the first-reply message are built and tested end to end. We submit test enquiries ourselves before any media money is spent.

  5. 5

    Measure and optimise

    Enquiries are traced to source and judged by what became orders, not by volume alone. Channels that fill the sheet with poor enquiries are cut back. How often you are reported to is agreed in writing.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
How do we take the call without giving the answer away?
Tell the owner what the notice is and what the window is, then stop. Reading the client's ledgers is the engagement. Most owners see the difference once you have shown that you know what the paper says.
Someone rings the day before the due date. Do we take it?
Only if it can be done properly, and say so plainly if it cannot. A rushed filing carries your name on the record. Be honest that the date will be missed and offer to handle what comes after it.
A client we filed for last year rings about a notice. Is that a new lead?
It is a new enquiry on an existing client. Log it with the source marked as an existing client, so you can see how much work comes from people you already serve, and attach the client's earlier details so you do not ask for them again.
Should we buy leads from a website that sells tax enquiries?
Be careful. The same enquiry may go to several firms, and you may be paying for people who only want a quote. Check your professional body's rules on advertising and solicitation first. If you test it, tag each lead and compare the engagements it produced.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for tax consulting firms.

All articles

More for tax consulting firms

Everything else we would do for you.

Closest to this: leads and follow-up

Also for tax consulting firms

Or start from the overview: sales and marketing for tax consulting firms.

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