Free Business Growth Assessment, Score & Profile ►
A Powerful, All-In-One & Budget-Friendly, Marketing Automation System, with Services and Support, to Help Grow Your Business
BUSINESS GROWTH ONE OVERVIEW
Want To Find More Clients, Keep Them Longer & Expand Profit?
With the features of Business Growth One, you will discover many easy ways to attract and capture more qualified leads, nurture them with value, and convert them into loyal clients. You will gain insights into the most effective strategies used by highly successful firms to grow their businesses.
♥ Our all-in-one growth platform allows you to consolidate your tools in one place, save you time and money and simplify your entire delivery process. ♥
Ready to Get Started?
Not Sure?
From one Financial Professional to another: We help you cut through business growth chaos with a simple, automated lead generation, follow-up, appointment booking, client retaining and reselling system, so you can scale easily, profitably and sustainably.
~ Patrick Muldoon, CPA, Founder & President
Perfect Sales & Marketing System
To reach the sales and profits you desire, your business doesn't need a big name, large staff or a lot of money. However, it does need two things:
1. A powerful and affordable automated SYSTEM
2. A solid and proven STRATEGY (don't just throw tactics at the wall to see what sticks!)
BONUS: CONSISTENCY, which an Automated System can provide.
Attract & Capture New Leads
Business Growth One is a Full Suite Platform for businesses, including a full featured Page Builder.
CREATE FULL WEBSITES, FUNNELS, OPT-IN & LANDING PAGES: Create high-performing and captivating sites and landing pages all in one place!
DRAG & DROP SURVEYS, QUIZZES AND FORMS: Capture leads through Surveys, Quizzes and capture Forms. Integrate directly with our page builder or embed them on your own sites.
ONLINE APPOINTMENT SCHEDULING: Capture appointments and request appointments., all in one straightforward flow. Send automated reminders.
Capture Leads From Your Website, Social Media, Google, and more!
Text messaging is the #1 preferred method of conversation today, so why make your customers call you? Unlock the power of Text Messaging, Facebook Messaging, Instagram DM, and Google Business Chat - all in one place!
Generate FREE Leads From Existing Traffic
Unlock More Prospect Channels
Nurture Qualified Leads Into Clients
The backbone of Business Growth One is what you are able to accomplish after you capture the lead.
EASILY CUSTOMIZE YOUR FOLLOW-UP CAMPAIGNS: Our Multi-channel follow up campaigns allow you to automate engaging follow ups.
CREATE MULTI-CHANNEL CAMPAIGNS: Connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger.
TWO-WAY COMMUNICATION ON ANY DEVICE: Our full featured mobile app allows you to communicate with your leads on all devices. See mobile device views.
Fully Automated Online Appointment Booking
Automatically book leads and prospects to your calendar without lifting a finger.
AUTOMATED NURTURE CONVERSATIONS: Create text conversations with the goal of placing booked appointments on calendars WITHOUT any human interaction.
FULL CUSTOMIZATION OF MESSAGING: Use our campaign builder to customize the messaging.
ARTIFICIAL INTELLIGENCE BUILT IN: The Business Growth System allows you to leverage AI (Artificial Intelligence) and Machine Learning to manage the conversation.
Generate Sales With The Push Of A Button
Turn your database of leads & customers into new sales via email and text-message campaigns whenever you want!
Turn First-Time Customers Into Repeat Buyers
Drag-And-Drop Email Builder
Create A Membership, Courses & Online Community
Create a thriving Course Membership and Online Community by using our built-in Membership & Community Platform.
FULL FEATURED & UNLIMITED COURSE MANAGEMENT: Build full courses with unlimited video hosting, users, offers, and products for your courses.
OFFER FREE AND PAID COURSES: With our full platform you can sell courses or offer courses for free, all in one product!
BUILD & INTERACT WITH YOUR COMMUNITY: Enable your members to connect under your brand to increase engagement and retention, and gather valuable feedback.
Close More Deals
Business Growth One gives you all of the tools you need to attract, capture and nurture leads, now it is time to close.
MANAGE YOUR WORKFLOW AND PIPELINE: With our built-in Pipeline Management feature, you can keep track of where your leads are and what stage they are in your sales funnel.
COLLECT CLIENT PAYMENTS: We integrate directly with Stripe and Paypal so you can collect payments on websites, funnels, direct links and even when someone books an appointment.
ANALYTICS & REPORTS IN ONE PLACE: Our dashboard keeps an overview of where your leads are, and how much money has been generated on each phase.
Support & Guidance When You Need It
We are striving to offer the best possible support to our customers.
MAKES SWITCHING EASY: Within the platform we can import from your previous marketing tools.
MULTI-CHANNEL SUPPORT: Reach out to our support team with our Live Chat options, Email, SMS, Online Meeting, Social Media or even Phone to assist even further.
24/7 SUPPORT: Our support team is 24/7 with world-wide support.
Effortlessly Scale Your Online Reputation
Send review requests with a simple click. Reply to Google & FB reviews in the same place you reply to everything else. Managing your reviews and, most importantly, protecting your brand’s reputation becomes a cinch!
Quickly & Easily Send Review Requests
Read & Reply To New Reviews From Your Pocket
Impressive System With Impressive Benefits
CRM, Contacts & Unified Inbox
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Keeping track of leads and clients doesn’t have to be a headache. Business Growth One helps you stay organized, follow up effortlessly, and manage all your client interactions in one place. No more scattered notes or lost emails - just a simple, streamlined system that helps you grow your business with ease.
Reputation Mgmt & Reviews AI
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Your online reputation can make or break your business. With Business Growth One's Reputation Management tools, you can automate review collection, monitor feedback, and respond to reviews - all from one easy-to-use dashboard. Build trust, attract more clients, and stand out from your competitors with a strong and credible online presence. Integrate with Google, Facebook and many more!
AI Employee
24/7 Assistant
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Imagine having an extra set of hands to handle your marketing, answer client questions, and create content - all without hiring or lifting a finger. Business Growth One’s AI tools help you write emails, generate social media posts, create images, and even converse with leads through voice or chat. It’s like having a virtual assistant working 24/7, helping you connect faster ("Speed to Lead"), to significantly reduce the chance of losing leads.
Email Marketing Campaigns
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Stay connected with your clients and turn leads into loyal fans with easy-to-use email marketing. Business Growth One helps you send professional-looking emails, automate follow-ups, and track results—so you can keep your business top-of-mind without spending hours on email.
SMS (Text) Marketing Campaigns
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Want a fast and easy way to reach your clients? Business Growth One lets you send personalized text messages, appointment reminders, and special offers right to their phones. It’s quick, effective, and gets your message seen—no more waiting for emails to be opened!
Smart Websites & Landing Pages
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Need a professional website without the high cost and hassle? Business Growth One makes it easy to build a fast, sleek, mobile-friendly site that showcases your brand and attracts clients. With drag-and-drop tools, Calls To Action (CTAs) and built-in SEO features, you can create a smart website that not only looks great but also helps grow your business - no tech skills required!
Funnel & Optin
Page Builder
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Turning website visitors into paying clients just got easier! Business Growth One helps you build step-by-step sales funnels that guide potential clients from interest to action. Whether you're capturing leads, booking appointments, or selling services, our simple drag-and-drop builder makes it easy—no tech skills needed!
Social Media
Planner
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[NEW: Now integrates with: Facebook, Instagram, LinkedIn, Google Business Profile, YouTube, TikTok, Pinterest, Threads, and Bluesky]. Keeping up with social media can be time-consuming, but it doesn’t have to be! Business Growth One lets you schedule and post content across all your social media accounts from one easy-to-use platform. Stay consistent, keep your audience engaged, and grow your online presence in one place - without the daily hassle!
Mobile
App
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The Business Growth One all-in-one mobile app is designed to help you grow smarter and faster. With everything from calls, texts, and emails to pipeline tracking and automation in one place, you’ll never miss a contact, lead or opportunity again. Real-time notifications keep you connected to prospects and clients, while automated workflows handle the busywork so you can focus on building relationships and closing deals.
Opportunities &
Pipeline Mgmt
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Never let leads fall through the cracks. This is your streamlined system for turning leads into loyal clients. Track every deal from first contact to closed business with clear, customizable pipelines that keep your team focused and organized. Real-time updates and reporting give you the insights you need to forecast revenue and make smarter decisions. By automating follow-ups and reducing manual tasks, you’ll boost conversions while freeing up time to strengthen client relationships.
Online Appointment Booking
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With Business Growth One, clients and leads can book directly into your calendar online, eliminating the back-and-forth and ensuring your availability is always clear. Automated reminders reduce no-shows, while integrated workflows handle confirmations and follow-ups seamlessly. The result is a professional, branded booking experience that builds trust and makes connecting with you simple and stress-free.
Forms, Surveys & Quizzes
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Easily gather valuable client insights and turn visitors into leads! Business Growth One lets you create custom forms, surveys, and quizzes to capture information, get feedback, and engage your audience. Whether it’s a simple contact form or an interactive quiz, you’ll collect data effortlessly and use it to grow your business!
Communities
Build a thriving community around your business! With Business Growth One, you can create private groups, discussion boards, and interactive spaces where your clients can connect, share insights, and support each other. Strengthen relationships, boost engagement, and position yourself as a trusted leader in your field - all in one place!
Courses
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Share your expertise and generate revenue by creating and selling online courses. With Business Growth One, you can easily develop, market, and deliver high-quality educational content. Offer free or paid courses, build membership programs, and provide exclusive content to engage your audience while growing a steady income stream. You can also develop your own internal staff training system.
Memberships
Turn your expertise into a steady revenue stream by offering exclusive content through memberships. With Business Growth One, you can create a members-only area where clients get access to premium content, special offers, and personalized experiences. Whether it's ongoing education, coaching, or insider perks, memberships help you build stronger relationships while generating predictable recurring income.
Newsletters
Keep your clients and prospects engaged with regular, value-packed newsletters. Business Growth One makes it easy to create visually appealing and informative emails that keep your audience updated on industry news, special offers, and expert insights. With built-in tracking, segmentation, and automation, you can send the right message to the right people at the right time - boosting engagement and strengthening relationships effortlessly.
Automated Workflows
Stop wasting time on repetitive tasks! Business Growth One lets you automate follow-ups, reminders, and client communications so nothing falls through the cracks. Set it up once, and let the system handle the busy work—giving you more time to focus on what really matters: growing your business.
Metrics & Analytics
Get clear, actionable insights into your marketing and sales performance with Business Growth One’s built-in analytics. Track key metrics, monitor trends, and measure the success of your campaigns in real-time. Understand what’s working, optimize your strategies, and make data-driven decisions to grow your business more efficiently.
Ready to Get Started?
OR
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Our All-In-One System Saves You Money!
Business Growth One - Detailed Savings:
Stop Duct-Taping Together Your Marketing Tools!
Many financial professionals are paying $1,929-$8,458 per month across 10-20 disconnected tools that don't integrate.
Here's what Business Growth One replaces:
| What You Need | Typical Separate Tools | Monthly Cost | Business Growth One |
|---|---|---|---|
| CRM | Salesforce, HubSpot, Zoho CRM | $49-$800/mo | ✅ Included |
| Email Marketing | Mailchimp, Constant Contact, ActiveCampaign | $19-$350/mo | ✅ Included |
| SMS Marketing | Twilio, SimpleTexting, Klaviyo | $49-$200/mo | ✅ Included |
| Website Builder | WordPress, Wix, Squarespace | $29-$150/mo | ✅ Included |
| Funnel Builder | ClickFunnels, Leadpages, Kartra | $127-$297/mo | ✅ Included |
| Appointment Scheduling | Calendly, Acuity, Square Appointments | $19-$29/mo | ✅ Included |
| Reputation Management | Podium, Birdeye, Reputation | $199-$599/mo | ✅ Included |
| Social Media Scheduler | Hootsuite, Buffer, Sprout Social | $79-$739/mo | ✅ Included |
| Course Platform | Kajabi, Teachable, Thinkific | $149-$399/mo | ✅ Included |
| Community Platform | Circle, Mighty Networks, Skool | $99-$199/mo | ✅ Included |
| Automation/Workflows | Zapier, Make, n8n | $49-$199/mo | ✅ Included |
| AI Chatbot | Manychat, Intercom, Chatbase | $19-$99/mo | ✅ Included |
| AI Voicebot | Retell AI, Vapi AI, Synthflow AI | $49-$299/mo | ✅ Included |
| Ad Manager | Uphex, Plai, Perspective Funnels | $99-$499/mo | ✅ Included |
| Tracking & Analytics | Tableau, Mixpanel, Kissmetrics | $50-$499/mo | ✅ Included |
| Support/Training | DIY or hire consultant | $500-$2,000/mo | ✅ Included |
| Pipeline Management | Pipedrive, Zoho Bigin, Close | $20-$50/mo | ✅ Included |
| E-commerce | Shopify, WooCommerce, BigCommerce | $39-$199/mo | ✅ Included |
| IVR (Phone System) | Aircall, Dialpad, Nextiva | $20-$50/mo | ✅ Included |
| QR Code Builder | QR Tiger, Uniqode, Beaconstac | $7-$19/mo | ✅ Included |
| Form/Survey/Quiz Builder | Jotform, Typeform, SurveyMonkey | $29-$49/mo | ✅ Included |
| Electronic Signature | DocuSign, PandaDoc, Adobe Acrobat Sign | $19-$49/mo | ✅ Included |
| Client Portal | Assembly, SuiteDash, Clinked | $39-$119/mo | ✅ Included |
| Call Tracking | CallRail, CallFire, CallTrackingMetrics | $49-$199/mo | ✅ Included |
| Affiliate Manager | Post Affiliate Pro, LeadDyno, Tapfiliate | $59-$149/mo | ✅ Included |
| Video Hosting | Vimeo, Wistia, Vidyard | $59-$199/mo | ✅ Included |
| Website Hosting & SSL | Hostinger, Bluehost, SiteGround | $5-$19/mo | ✅ Included |
| Mobile App | Custom development or no option | N/A | ✅ Included |
| TOTAL | All Separate Tools Combined | $1,929-$8,458/mo | $299-$499/mo |
YOUR SAVINGS by consolidating into Business Growth One:
That's $17,160 - $95,508 per year!
Savings Breakdown:
- Minimum Savings: $1,430/month (comparing BGO Grow Plan $499 vs minimum separate tools $1,929)
- Maximum Savings: $7,959/month (comparing BGO Grow Plan $499 vs maximum separate tools $8,458)
- Annual Savings: $17,160 - $95,508 per year
Plus You Gain:
- Everything integrates automatically (no Zapier glue needed)
- One login instead of 10-20
- One bill instead of 10-20
- One support team that knows your entire system
- Built specifically for financial professionals, not generic for all industries
- No more data sync issues between platforms
- Unified reporting and analytics across all tools
- Single source of truth for all client data
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Business Growth One - Popular Savings:
Stop Duct-Taping Together Your Marketing Tools!
Why struggle with juggling multiple apps and platforms when you can streamline everything into one powerful, all-in-one marketing system? Business Growth One gives you everything you need: a solid foundation, ability to attract and capture leads, nurture and close those leads, then retain and resell to your clients - without the hassle of managing disconnected tools.
Capture More Leads: Easily collect and manage leads with a robust CRM, high-converting website builder, and automated email and SMS campaigns.
Nurture Prospects Effortlessly: Keep leads engaged with automated workflows, seamless appointment scheduling, and a fully integrated e-commerce solution.
Close More Clients: Strengthen trust and credibility with built-in reputation management, automated review collection, and interactive online communities.
It’s time to simplify your marketing, save time, and grow your business - all with one affordable and powerful system. Let's get going!
Frequently Asked Questions: FAQs
What is Business Growth One?
Business Growth One is an all-in-one business growth and marketing automation platform built specifically for financial professionals including accountants, bookkeepers, CPAs, tax professionals, estate planners, financial planners, and financial advisors. It consolidates 20+ essential marketing and business tools into one integrated system including CRM, email/SMS marketing, website builder, funnels, online scheduling, reputation management, AI assistant, social media planner, courses, communities, and much more.
How much does Business Growth One cost?
Business Growth One offers two plan tiers: $299/month for the Launch plan and $499/month for the Grow plan. Each plan includes different feature sets and support levels. All plans include the core CRM, marketing automation, and essential tools, with the higher tier adding advanced features like AI assistants, courses, communities, enhanced support, and more.
How many tools does Business Growth One replace?
Business Growth One can replace 10-20+ separate tools depending on your current setup. Common tools replaced include: CRM systems (Salesforce, HubSpot, Zoho), email marketing (Mailchimp, Constant Contact, ActiveCampaign), SMS platforms (Twilio), website builders (WordPress, Wix, Squarespace), funnel builders (ClickFunnels, Leadpages), scheduling (Calendly, Acuity), reputation management (Podium, Birdeye), social media schedulers (Hootsuite, Buffer), course platforms (Kajabi, Teachable, Thinkific), community platforms (Circle, Mighty Networks), and more.
Is Business Growth One built on top of HighLevel?
Yes, the back end of Business Growth One is powered by HighLevel (GoHighLevel), which is an enterprise-grade marketing automation platform. However, on the front-end, we've customized and configured it specifically for financial professionals with industry-specific templates, workflows, training, and support. Unlike generic HighLevel accounts, you get a complete done-for-you setup tailored to accountants, CPAs, and financial advisors, plus ongoing implementation support from a CPA who understands your business.
What's the difference between the Launch and Grow plans?
Launch Plan ($299/mo) includes core features: CRM, calendars, email/SMS marketing, basic website builder, forms, blog, invoices, and payments. The Grow Plan ($499/mo) adds: voice AI, conversation AI, automated workflows, funnels, social planner, memberships & courses, online communities, client portal, advanced AI features, and priority implementation support. The main differences are in automation sophistication, AI capabilities, and support levels.
Do you provide setup and implementation support?
Yes! Business Growth One includes done-for-you setup and ongoing implementation support. We handle the technical configuration, build your initial campaigns, set up your workflows, and provide training. The level of support varies by plan tier, with higher tiers including more hands-on implementation, strategy calls, and priority assistance. You're never left alone to figure it out yourself.
How long does implementation take?
Initial setup and launch typically takes 1-2 weeks, depending on your plan level and customization needs. During this time, we configure your account, import your contacts, set up your core campaigns, build essential pages, and train you on the system. However, you'll have access to your account immediately and can start using core features right away while we complete the full implementation in the background.
Is my data secure and can I export it if I leave?
Yes, your data is completely secure with enterprise-grade encryption and is stored on secure servers. You own all your data and can export your contacts, communications, and content at any time. There are no lock-ins or data hostage situations. If you ever decide to leave, you can take all your information with you. We believe in earning your business every month through value, not trapping you with your data.
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Powerful and Affordable System and Services to Help You Grow Your Financial Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!
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120-3850 Dougall Ave #31055, Windsor, ON N9G 2Y2 Canada
Business Growth One
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Alumni: PwC PricewaterhouseCoopers, Deloitte & RBC
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Are you a Financial Professional? We can help you get clients, keep clients, work less and profit more.
We help firms in Accounting, Bookkeeping, CPAs, Tax, Estate & Financial Planning & Advisory
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