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ATTRACT. BOOK. CLOSE. High-paying tax clients on demand.

Stop guessing.

Start operating like a real CEO.

Introducing the Plug & Play Tax Funnel Kit™ The exact system used to generate consistent clients and build a scalable tax business… without starting from scratch

Here's a quick overview

of Plug-and-Play Tax Funnel Kit

The Plug-and-Play Tax Funnel Kit is a complete done-for-you system designed to help tax professionals get more clients without starting from scratch or dealing with complex tools.

It includes ready-to-use funnels, follow-up automations, and proven scripts to capture leads, book consultations, and close clients faster.

Launch quickly, automate your follow-ups, and start converting more tax clients with a system already built for you.

-@thecdrayton

GET INSTANT ACCESS Today

Launch Your Tax Funnel System Today — Just $97

Funnels, follow-ups, and scripts ready to go so you can start getting more tax clients faster.

Trusted By 789+ Business Owners

Here’s Why the Plug-and-Play

Tax Funnel Kit Works

The ultimate funnel + automation system to launch, attract, and convert more tax clients.

Ever spent hours building a funnel…fixing pages, forms, and designs and still not ready to launch?


That’s the problem.This solves it.


Step 1: Stop Starting From Scratch

Proven funnel templates for leads, bookings,

and sales—already built for you.

Step 2: No Tech Headaches

Clean, professional pages without hiring help

or figuring everything out alone.

Step 3: Plug It In

Import into your CRM, customize, and go live.

No confusion. No wasted time.

Step 4: Launch & Convert

Go live with confidence and start attracting

high-paying tax clients immediately.

Most people spend weeks designing funnels that never convert.

Funnel in a Box flips the script by giving you ready-to-launch templates that are already proven to work.

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Easily Import Leads

Bulk Message Your Leads

Automate Manual Tasks

Sneak Peak Of the Templates Inside 👀

Webinar Templates + Sales Pages

Built In With Upsells, Downsells, And Calendars For High Tickets

Fast Action Bonus Expires In:

Buy before the timer hits zero to unlock the exclusive bonuses.

Plus 3 Bonus For FREE...

Bonus #1:

7 Email Nurture Sequence

Pre-loaded inside your Go High Level snapshot, these proven plug-and-play email sequences are designed to instantly build trust, automatically follow up so no leads slip through, and keep you top-of-mind turning inquiries into paying clients without chasing.

Included

Bonus #2:

14 Day CRM Trial

Get full access to the Next Level Wealth CRM for 14 days and experience a complete system built to help you launch faster, manage your leads, and automate your business effortlessly with everything already set up and ready to go.

Included

Bonus #3:

VIP Client Waitlist Template

Build anticipation and collect high-quality leads using a proven waitlist system designed to position your offer as exclusive — so when you open spots, people are already ready to sign up

Included

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What’s Inside In The box? 👀

The BUNDLE Top Marketers Don’t Want You to Have…

Start Attracting Qualified Tax Leads on Autopilot

Capture and convert potential clients with a proven funnel designed to turn cold traffic into real inquiries. Stop relying on referrals and start building a steady pipeline of tax leads.

Included

Turn Interested Prospects Into Booked Consultations

Guide your audience through a structured webinar funnel that builds trust and positions you as the expert so more people show up, engage, and book calls with you.

Included

Convert Visitors Into Clients Without Sales Calls

Use a high-converting video sales funnel to explain your offer, handle objections, and move prospects to take action even while you’re offline.

Included

Follow Up Automatically and Never Lose a Lead

Set up automated SMS and email follow-ups that nurture your leads, confirm appointments, and keep your pipeline moving without manual work.

Included

Close More Clients With Proven Messaging Scripts

Use ready-to-go scripts for DMs, calls, and follow-ups so you know exactly what to say at every stage and convert more leads into paying clients.

Included

Launch Ads and Content That Actually Bring In Clients

Get plug-and-play ad creatives, hooks, and captions tailored for tax professionals so you can start generating attention and leads without guessing what works.

Included

WORDS FROM REAL CLIENTS

⭐ ⭐ ⭐ ⭐ ⭐

Michael R.

Tax Professional

Jennifer C.

Tax Professional

Daniel S.

Tax Professional

Kevin B.

Tax Professional

Robert T.

Tax Professional

Maria G.

Tax Professional

Chris V.

Tax Professional

Anthony R.

Tax Professional

Kevin B.

Tax Professional

⭐ ⭐ ⭐ ⭐ ⭐ 
Trusted By 1,200+ Tax Professionals

⭐ ⭐ ⭐ ⭐ ⭐

2 Comma Club Award Clients

We have 15+ clients who have generated over $1 million in revenue

Carter and George

Tax & Financial Services

Will Rivera

Amazon eCom Offer

Justin Phillips

Shopify eCom Offer

Dion Coopwood

Credit Repair & SAAS Software

Ratiq and Lex

Credit Repair Services

Taijuan Reshard

Marketing Services

David Omari

Youtube Automation

Kenneth Smith

Credit Repair Services

Cassandra Wilcox

Events & Crafter

Darius Benders

Credit and Funding

Jerrell Dinkins

Short Term Rentals

Michael Valburn

Tax Coach

INTRODUCING, funnel in a box snapshot

Here's Everything You Get

Today for Only $97

Let’s start accelerating your sales, leads, and growth with

these proven funnel templates and systems

Lead Generation Funnel Template

(capture and convert tax leads consistently)

Stop relying on referrals or random inquiries. These proven lead generation funnels are designed to attract qualified prospects, capture their information, and turn them into real opportunities for your tax business.

How to attract high-quality tax leads consistently

The exact structure that turns clicks into inquiries

A proven system to build your pipeline on demand

Webinar Funnel Template

(turn interested prospects into booked consultations)

Position yourself as the expert and build trust at scale. These webinar funnels guide your audience step-by-step, helping you educate, engage, and convert viewers into booked calls and clients.

How to structure a webinar that builds trust and authority

The flow that turns viewers into booked consultations

A proven system to convert cold leads into warm prospects

VSL Funnel Template

(sell your services or book calls automatically)

Use a high-converting video sales funnel to present your offer, handle objections, and guide prospects to take action — without needing to be on a call every time.

How to structure your VSL so viewers actually convert

The exact flow that turns traffic into paying clients

A proven formula for presenting your offer clearly

CRM Automation Template

(follow up automatically and never lose a lead again)

Stop manually chasing leads. These ready-to-use automation workflows ensure every inquiry is followed up, nurtured, and guided toward booking — all on autopilot.

How to follow up instantly without manual effort

The system that keeps you top-of-mind with every lead

A proven workflow to turn inquiries into booked calls

Sales Scripts & Conversion Assets

(know exactly what to say to close more clients)

Remove the guesswork from conversations. These proven scripts guide you through every stage — from first message to closing — so you can convert more leads with confidence.

What to say to turn inquiries into real conversations

The exact scripts that lead to booked appointments

A proven approach to closing more tax clients

Ad + Content Plug-Ins

(launch ads and content that actually bring in clients)

Stop guessing what to post or run. These ready-to-use creatives, hooks, and captions are built to attract attention, generate interest, and drive leads into your funnel.

How to create ads that attract the right audience

The hooks that stop the scroll and get attention

A proven system to turn content into consistent leads

7 Day Email Nurture Sequence

(build trust and turn new leads into paying tax clients automatically)

Stop losing leads because of slow or inconsistent follow-up. This done-for-you 7-day email sequence is designed to build trust, stay top-of-mind, and guide prospects toward booking a consultation or becoming a client.

What to send during the first 7 days to build trust and authority

The exact sequence that keeps leads engaged and responsive

A proven system to turn new inquiries into booked calls and clients

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MEET THE FOUNDER & CEO

Hey, I'm Cheyenne!

I’m Cheyenne Drayton, founder of Next Level Wealth CRM and the system behind scaling tax businesses.

For years, I’ve helped tax professionals move from chasing clients to building systems that consistently generate leads, bookings, and revenue — without relying on manual work.

Built systems used to generate thousands of tax clients

Helped scale teams of tax professionals using proven funnels and automation

Known for helping tax pros turn their business into a scalable client acquisition system

Now, with the Plug-and-Play Tax Funnel Kit, you’re getting the same type of system I use — simplified and ready to use — so you can launch faster, get more clients, and grow your tax business without the guesswork.

Save Thousands And Get All This For The Screaming Good Deal of $97

TAX PRO KIT snapshot

Here's what you get:

Lead Generation Funnel Templates – $197 Value

Webinar Funnel Templates – $297 Value

VSL Funnel Templates – $297 Value

CRM Automation Template – $497 Value

Sales Scripts & Conversion Assets – $197 Value

Ad + Content Plug-Ins – $197 Value

Bonuses:

14 Day Free CRM Access – $197 Value

7-Day Email Nurture Sequence – $197 Value

VIP Client Waitlist Template – $197 Value

Total Value: $2,273

Today Just $97

Frequently Asked

Questions

Do I need experience with funnels or tech to use this?

No. Everything is already built for you. You don’t need any technical skills — just plug in your details, follow the structure, and you’re ready to launch.

How fast can I get this set up?

You can get your funnel and system live within a few hours. Since everything is plug-and-play, there’s no need to build from scratch.

Is this specifically for tax professionals?

Yes. This system is designed specifically for tax pros who want to generate more clients, book consultations, and scale their business.

What do I actually get inside the kit?

You get ready-to-use funnel templates, CRM automation workflows, follow-up sequences, sales scripts, and bonus ad/content assets — everything you need to start getting clients.

What platform does this work on?

This system is built to work inside Go High Level (or the Next Level Wealth CRM), so everything runs in one place — funnels, automation, and lead management.

What happens after the 14-day CRM access?

After the 14-day trial, you can continue using the CRM with a monthly subscription. This keeps your funnels, automation, and system running smoothly.

Can I use this if I’m just starting out?

Yes. Whether you’re new or experienced, this system gives you the structure and tools to start getting clients without guessing what to do.

Is this a one-time purchase?

Yes — the funnel kit is a one-time purchase. The CRM (optional) is a separate subscription if you choose to continue using it after the trial.

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