OZPros | Tax strategy and Opportunity Zone advisory for investors and advisors
Charlotte, North Carolina

Challenge:
OZPros had deep expertise and a strong reputation, although no real marketing engine. There was no consistent content, no podcast presence, no clear sales funnel, and a website that did not route different types of prospects into the right next step. Ashley was a compelling founder, yet his personal brand was not being used to drive predictable, qualified leads.

What GiddyBrands did:
♞ Started with a Brand Strategy Workshop and brand refresh to clarify who OZPros is for, what it promises, and how each offer fits together. From there we…

♞ Reworked Naming and Messaging around a simple front door, the Tax Free Wealth Masterclass, positioned as the starting point for investors, advisors, and business owners

♞ Planned, wrote, and designed new website and landing experiences that give each audience a clear path from first click to booked call

♞ Built a content and campaign system that turns Ashley into a consistent signal, with weekly podcast guesting, masterclass promotion, and repurposed clips feeding traffic into the funnel

♞ Designed and implemented the masterclass sales funnel in HubSpot Marketing Hub, with tracking, segmentation, automated follow up, and heavy use of AI tools for speed and insight

♞ Continued as Ongoing Brand Advisory, joining the OZPros EOS L10 each week to connect brand and marketing activity to real pipeline and product decisions

Result:
OZPros now has a modern, trackable system that produces qualified leads every week from masterclass registrations, podcast listeners, and content, instead of relying on ad hoc interest. Ashley’s personal brand plugs into a clear funnel, the team runs campaigns through a shared HubSpot and AI powered setup, and the brand is positioned to expand into broader tax strategy without losing focus.