Channels that never talked to each other.
Ads, email, and the calendar lived in separate tools. Hand-offs broke, context disappeared, and your team filled the gaps manually.
Prepared for The Mintz Group
One engine where ads, outreach, follow-up, and booked appointments hand off automatically. Designed for small, high-value B2B (Business-to-Business) lists, not real estate volume plays. Built entity by entity. Connected across the whole portfolio.
The diagnosis
Ads, email, and the calendar lived in separate tools. Hand-offs broke, context disappeared, and your team filled the gaps manually.
The playbook assumed a real-estate-style firehose. Your buyer universe is finite and the wrong defaults burned through it.
You need precision, not blast. The system has to treat every name like it's worth millions — because, demonstrably, it is.
Why now
Shepherd Tax just shifted from broker to direct. For the first time, the firm itself needs to be introduced to the market. The engine launches with the model, not after it.
Immediate expensing of domestic R&D is permanently restored, with catch-up opportunities reaching back to 2022. Every innovating company is having this conversation right now.
The refund and mitigation window is live and shifting month to month. Importers are deciding who to call. The firms reaching them first are the firms that get hired.
The build
Four agents, one continuous handoff. Nothing falls between the cracks because there are no cracks — only stages of the same pipeline.
The conversion engine
AI finds the right contacts, writes the outreach, and sends from warmed-up inboxes.
Every reply is read, qualified, and answered by AI. High-interest prospects get meeting slots automatically. (SDR = Sales Development Representative.)
Qualified appointments land on your team's calendar with full conversation history attached.
The amplification layer
AI-built campaigns warm the same audience your outreach is reaching, so no touch lands cold.
Program explainers and authority content that prospects find when they go looking, and that outreach can link to.
Guest placements and owned episodes that put Shepherd Tax's experts in front of business owners as the authority, not the advertiser.
The foundation
Purpose-built pages for each program, designed to convert the traffic the engine and the amplification layer generate. Built, hosted, and managed by Decebal.
Every win becomes a documented result. Case studies feed back into outreach, ads, and content, so the engine sells with proof instead of promises.
Outreach starts the conversation. Authority warms it. The foundation converts it. Results compound it.
Shepherd Tax Solutions
Outbound targets founder-led engineering, software, and product firms; ads warm CFOs and operators already searching for credit recovery partners.
Outbound targets HR and benefits leaders at mid-market employers; ads run against benefits-renewal intent and self-funded plan keywords.
Outbound targets importers and supply-chain leads; ads position the work as tariff mitigation plus recovery, not refund promises.
The engagement
Per entity. Engine, agents, infrastructure, and launch built for each TMG company as it comes online.
Monthly. All active entities, all agents, ongoing optimization, and new campaign builds.
Investment, entity sequencing, and wave timing are covered on the kickoff call.
Niche research, offer creation, list assembly, and ad creative for one program. Nothing launches until messaging is approved.
Ads and outbound go live to a precision list. Every reply lands in one inbox, read and qualified by AI.
High-interest prospects get meeting slots automatically. The calendar starts filling with qualified conversations, not raw leads.
Every conversation, objection, and win feeds back into the next campaign. The engine gets sharper every month.
Exact volumes depend on list size and program. We set targets together at kickoff and report against them weekly.
Portfolio architecture
This is a portfolio engagement, not a pilot. Each TMG company gets its own dedicated build: its own pipelines, campaigns, reporting, and compliance settings, launched in sequenced waves. Shepherd Tax Solutions first, Lumina Financial Solutions next, Shepherd Technology Solutions and additional entities as they're ready. The parent account ties it all together with portfolio-wide visibility and shared upgrades across every entity.
New acquisitions, spin-ups, and partner companies plug into the same engine with their own sub-account, without rebuilding anything at the parent level.
Next step
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