Make your tailored onboarding page for Tax consultants

Empower Tax consultants with Instapage to deliver impactful onboarding page experiences and boost conversions.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Boost results through landing page optimization
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Power up landing pages with AI Power up landing pages with AI sidebar
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Improve alignment across your creative team sidebar
Instapage helps Evolve boost conversion rates up to 89% across Facebook and Google
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Create your onboarding page for tax consultants with Instapage

Creating an effective onboarding page for tax consultants is crucial for enhancing client engagement and building lasting relationships. With Instapage, marketers can utilize highly customizable landing page templates optimized for conversion, making the onboarding process easier and more effective than ever before.

Step 1: Select your onboarding template

Start by choosing a suitable template from Instapage's extensive library designed specifically for tax consultants. These templates are crafted to appeal to prospective clients and can be easily tailored to reflect your branding and service offerings.

  1. Pre-designed landing page templates: Benefit from 100+ conversion-focused designs that save time on development.
  2. Customization options: Instapage allows you to modify layouts, colors, and images to align with your brand identity.
  3. Mobile responsiveness: Ensure your onboarding page looks great on any device, enhancing user experience.

Step 2: Optimize for user engagement

Once you’ve selected a template, focus on optimizing the content for user engagement. Instapage provides insights and tools to enhance the effectiveness of your page.

  1. Utilize dynamic text replacement: Tailor messages for specific audience segments for a personalized experience.
  2. Incorporate A/B testing: Experiment with different versions of your page to determine what resonates best with potential clients.
  3. Use heatmaps: Understand where users click and how they navigate the page to improve layout and content placement.

Step 3: Collaborate and finalize

Collaboration is key to refining your onboarding page. Use Instapage’s feedback tools to gather input from your team and stakeholders.

  1. Real-time editing: Allow team members to make immediate changes based on feedback.
  2. Secure sharing: Easily share the draft with external stakeholders for input without compromising security.
  3. Feedback loops: Gather and implement feedback effectively, ensuring your onboarding page meets your goals.

Following these steps will help you create an engaging and efficient onboarding page that sets the tone for lasting relationships with your tax consulting clientele.

Get started with Instapage and transform your onboarding process. Leverage our tools to create pages that not only attract but also convert!

Ready to enhance your onboarding experience for tax consultants? Sign up for Instapage today!

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
User review
Alex Kracov, Head of Marketing

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FAQs

See how to create your onboarding page for tax consultants in action

See how to create your onboarding page for tax consultants in action

The onboarding process is crucial to the customer journey but often becomes a time-consuming task for business owners. Instead of focusing on activities that grow the business, such as selling or adding value, owners may find themselves bogged down with setting up communication channels and aligning onboarding forms. The tutorial aims to demonstrate how to automate the onboarding process without compromising client satisfaction. There are three major steps to client onboarding, starting with technical onboarding. After closing a deal, onboarding begins with including an onboarding form and a calendar link for clients to book their initial call with a consultant in the invoices. The CRM will also utilize a recording tool like Loom to further streamline the process.

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