Here’s the NoticeStage™ Demo
This demo shows how a confused business owner moves from IRS notice confusion to a stage result, digital guide, and booked IRS Notice Review.
The NoticeStage™ Flow
How a business owner moves from confusion to your consultation calendar — automatically.
IRS Notice Stage Map
Six stages that define where a business owner is in their IRS problem — from confusion to active collection.
Explore the System
Each component is a clickable placeholder. Full builds deploy under your firm’s branding.
Business-Owner Landing Page
The consumer-facing entry point. Headline, trust signals, and CTA to take the IRS Notice Stage Check.
IRS Notice Stage Check Quiz
9 questions that identify notice type, tax situation, debt amount, and urgency. Compliance-safe language.
Stage Result Page Example
Personalized result explaining the stage, warning signs, and next steps. Educational, not advisory.
Digital Guide Placeholder
IRS Notice Stage Guide delivered as a branded PDF. Reinforces the stage result. White-labeled per firm.
Booking Page
Calendar integration to schedule an IRS Notice Review directly with your practice. Integrated with your scheduler.
Confirmation Page
Post-booking confirmation with appointment details, reminder setup, and what to bring to the review.
Printed Booklet Request Page
Optional printed IRS Notice Stage Guide request. Captures mailing address for physical fulfillment.
NoticeStage™ Lead Desk CRM
Your practice dashboard. Scored leads, priority queue, stage distribution, and quick-action follow-up.
NoticeStage™ Case Pipeline
Full case lifecycle from new lead through resolution. Track every stage of each client engagement.
Client Reporting Dashboard
Lead volume, conversion rates, stage breakdown, and consultation metrics. Share with clients as a value-add.
Master CRM Snapshot
Multi-firm management view. One admin oversees all sub-account clients, leads, and performance in a single dashboard.
NoticeStage™ Lead Desk CRM
Every lead arrives scored, staged, and prioritized. You walk into each consultation prepared.
| Name | Stage | Score | Priority | Status | Action |
|---|---|---|---|---|---|
| John MillerMiller Trucking LLC | Payroll Tax Warning | 115 | 🔴 Priority | Review Booked | View → |
| Angela BrooksBrooks Catering Co. | Levy Warning | 95 | 🟡 Qualified | Needs Follow-Up | View → |
| Robert CarterCarter Plumbing Inc. | Balance Due / Penalty | 65 | 🟢 Warm | Guide Sent | View → |
| Maria GutierrezGutierrez Auto Detailing | Lien Warning | 82 | 🟡 Qualified | New Lead | View → |
Master CRM + Client Sub-Accounts
One master admin. Multiple firm clients. Each client runs their own branded funnel and sees only their leads.
Digital Guide + Printed Booklet
Every business owner who completes the Stage Check receives an educational guide — digital immediately, print on request.
A Plain-English Guide for Business Owners Facing IRS Notices, Tax Debt, Payroll Tax Problems, Liens, or Levy Warnings
2026 Edition • White-Labeled for Your Firm
Educational guide only. Not legal, tax, or financial advice. Consult a licensed professional.
Delivered instantly after Stage Check. Branded with your firm name and contact information.
Optional mailed version. Business owner requests via a form. Physical copy arrives in 5–7 days.
Your firm’s name, logo, phone, and CTA on every page. Every guide reinforces your brand.
NoticeStage™ Case Pipeline
Track every client from first contact through full resolution. Nothing falls through the cracks.
Ready to see it live?
Book a 30-minute walkthrough. We’ll review the demo, your current lead flow, and whether NoticeStage™ is a fit for your firm.
Book a Walkthrough →