Helping investors, advisors, and business owners build tax-free wealth through Opportunity Zones and smart tax strategy.
From deep expertise with no marketing engine to a full system that produces qualified leads every week.
Weekly qualified leads from content and campaigns | Founder brand plugged into a real funnel | HubSpot-powered tracking and automation
OZPros had deep expertise and a strong reputation in Opportunity Zone investing. But there was no real marketing engine. No consistent content. No podcast presence. No clear sales funnel. And a website that didn’t route different types of prospects into the right next step.
Ashley was a compelling founder with real credibility. But his personal brand wasn’t being used to drive predictable, qualified leads. The expertise was there. The system wasn’t.
Investors: High-net-worth individuals looking to defer or eliminate capital gains through Opportunity Zones
Advisors: CPAs, financial advisors, and wealth managers who want to offer OZ strategies to their clients
Business owners: Founders with liquidity events looking for tax-efficient exits
Brand strategy: Led a workshop and brand refresh to clarify who OZPros is for, what it promises, and how each offer fits together. Positioned the brand to expand into broader tax strategy without losing focus.
Messaging: Reworked naming and language around a simple front door: the Tax Free Wealth Masterclass. One clear entry point for investors, advisors, and business owners.
Website: Planned, wrote, and designed new site and landing experiences that give each audience a clear path from first click to booked call.
Founder brand: Built Ashley’s personal brand into a consistent signal with weekly podcast guesting, masterclass promotion, and repurposed clips feeding traffic into the funnel.
Content system: Created a repeatable engine that turns podcast appearances, masterclass content, and educational pieces into ongoing lead generation.
Sales funnel: Designed and implemented the masterclass funnel in HubSpot Marketing Hub with tracking, segmentation, and automated follow-up. Heavy use of AI tools for speed and insight.
Ongoing partnership: Joined the OZPros EOS L10 weekly to connect brand and marketing activity to real pipeline and product decisions. Not a vendor relationship. Embedded in the business.
OZPros now has a modern, trackable system that produces qualified leads every week from masterclass registrations, podcast listeners, and content. No more 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 grow beyond Opportunity Zones into broader tax strategy as the market evolves.
If you have expertise and reputation but no system turning it into leads, let’s talk.
