Strategic Marketing + Delivery Proposal

Building a year-round growth engine for IndiaTax.ai.

Nova Studios HQ proposes a structured engagement to strengthen IndiaTax.ai’s market position, improve brand trust, sharpen customer acquisition, and build a more consistent marketing and sales system beyond the annual ITR filing window.

View Consultancy Scope View Commercials

01 · Overview

Proposal overview

IndiaTax.ai operates in a category where customer demand is highly intent-driven but also seasonal, especially around ITR filing periods. The annual filing window presents a strong acquisition opportunity, but there is also a larger opportunity to build IndiaTax.ai into a trusted year-round tax, compliance, and financial assistance platform.

Marketing Consultancy

To define the strategic direction, market positioning, growth opportunities, customer segments, business model possibilities, and long-term roadmap.

Competitor analysisPMF reviewBrand directionSales pipeline

Marketing Execution

To execute the agreed direction through branding, website revamp, digital marketing, content creation, landing pages, CRM integration, lead follow-up automation, and campaign delivery.

BrandingWebsite revampDigital campaignsCRM automation

02 · Strategic Questions

What the consulting work will help answer

The first layer of work is designed to clarify the business direction before execution begins, so marketing activity is built around the right audience, message, funnel, and product opportunity.

Who are the strongest target customer segments?

How is IndiaTax.ai different from existing tax filing and tax advisory platforms?

What are the biggest gaps in the current market?

How can the brand build trust in a sensitive financial category?

How can the business reduce dependency on ITR filing season?

What services or product extensions can support year-round engagement?

What kind of marketing funnel should be built for B2C, B2B, and partner-led growth?

What execution priorities should be taken up first?

03 · Marketing Consultancy

Strategic direction, positioning and growth planning

The consultancy scope focuses on understanding where IndiaTax.ai currently stands, where the opportunity lies, and how the business can be positioned for sustainable growth.

A. Competitor Analysis

We will study the competitive landscape around tax filing, assisted filing, AI-led tax platforms, CA-supported services, and tax consultant tools.

Direct competitors in ITR filing
Assisted filing platforms
Tax advisory and CA-led platforms
Platforms serving freelancers, investors, NRIs, and businesses
Brand messaging and positioning used by competitors
Pricing and service models
Website and conversion flow observations
Content and SEO direction
Differentiation opportunities for IndiaTax.ai

B. Product-Market Fit Review

We will evaluate which customer segments are most relevant for IndiaTax.ai and how the product should be communicated to each segment.

Salaried professionals
Freelancers and consultants
Investors and traders
NRIs
Small business owners
High-income professionals
CAs and tax consultants
Employers and HR teams
Partner ecosystems such as fintechs, payroll providers, and broker platforms

C. Business Model Review

IndiaTax.ai has the potential to operate across multiple revenue models. We will review current and future monetization opportunities.

Self-filing revenue
Assisted filing revenue
Expert consultation-led services
Tax planning services
CA/tax consultant platform revenue
Employer-led tax benefit programs
Partner-led acquisition models
Subscription-based year-round tax planning
Notice and compliance support
Freelancer, consultant, and small business compliance services

D. Seasonal Dependency & Future Product Direction

We will explore how IndiaTax.ai can reduce its dependency on annual ITR filing demand and become more useful throughout the year.

Tax planning assistant
Advance tax support
AIS and 26AS monitoring
Capital gains tax support
Freelancer and consultant tax workspace
Tax notice support
Financial document vault
Small business compliance support
CA practice management tools
Employer and HR-led tax filing programs

E. Brand Direction

Tax and financial compliance are trust-led categories. The brand should communicate simplicity, confidence, intelligence, and reliability.

Brand positioning
Messaging pillars
Communication tone
Trust-building approach
AI + expert support narrative
Differentiation statement
Segment-wise communication
Website and campaign messaging direction

F. Growth Strategy

We will define a high-level growth strategy that can guide both seasonal and non-seasonal marketing efforts.

ITR season growth opportunities
Year-round content and lead generation
SEO and organic acquisition direction
Paid campaign direction
Partner-led growth
CA and consultant acquisition
Employer and HR partnership opportunities
Referral and retention opportunities
Community and educational marketing
Funnel-based lead nurturing

G. Sales Pipeline Planning

A clear sales and lead management structure will be important for converting inquiries into customers.

Lead sources
Lead qualification
Customer segment tagging
Sales stages
Follow-up workflows
CRM structure
WhatsApp and email touchpoints
Conversion tracking
Partner pipeline
Reporting requirements

04 · Consultancy Deliverables

What IndiaTax.ai receives from the strategic work

The consultancy component will convert market understanding into a usable direction for brand, website, campaigns and sales follow-up.

Competitor analysis summary

Product-market fit review

Customer segment mapping

Business model observations

Seasonal dependency reduction recommendations

Brand direction framework

Growth strategy direction

Sales pipeline structure

Website and funnel improvement observations

Execution roadmap for the next stage of marketing

05 · Marketing Execution

Turning the agreed direction into assets, funnels and campaigns

Once the strategic direction is finalized, Nova Studios HQ can support IndiaTax.ai with execution across brand, website, campaigns, content, CRM, and lead generation systems.

Branding Execution

Branding work will help IndiaTax.ai communicate more clearly and build stronger trust with users.

Brand positioning refinement
Visual identity direction
Brand messaging system
Tagline and communication lines
Social media design direction
Campaign design language
Trust and credibility elements
Product/service communication framework
Brand guideline document

Website Revamp

The website will be an important conversion point for IndiaTax.ai. The revamp will make the platform easier to understand, more trustworthy, and more conversion-friendly.

Website Scope May Include

Website structure and page planning
Homepage revamp
Service/product page structure
Segment-specific website sections
Website copywriting direction
CTA and lead capture improvements
Trust-building sections
FAQ sections
Blog/resource structure
Mobile-first layout direction
Conversion-focused user flow
Website design and development coordination

Possible Website Pages

Home
AI Tax Filing
Assisted Filing
Tax Planning
For Salaried Professionals
For Freelancers & Consultants
For Investors & Traders
For NRIs
For CAs / Tax Consultants
Tax Notice Support
Pricing
Resources / Blog
Contact / Book Consultation

Digital Marketing Execution

Digital marketing execution will focus on creating campaigns that generate qualified leads and improve brand visibility.

Digital Marketing Scope

Campaign strategy
Google Ads
Meta Ads
LinkedIn Ads, where relevant
Retargeting campaigns
Seasonal ITR filing campaigns
Segment-specific campaigns
Campaign creatives
Campaign copywriting
Landing page campaign support
Performance tracking
Monthly optimization
Monthly reporting

Campaign Directions

ITR filing campaigns
Assisted filing campaigns
Tax planning campaigns
Capital gains tax campaigns
Freelancer tax filing campaigns
NRI tax filing campaigns
CA/tax consultant acquisition campaigns
Tax notice support campaigns

06 · Content, Landing Pages & CRM

Ongoing systems that support conversion and follow-up

Marketing execution should not only generate visibility. It should educate users, convert campaigns into leads, and make sure every inquiry is tracked and followed up.

Content Creation

Content will help IndiaTax.ai educate users, build trust, improve organic visibility, and support digital campaigns.

SEO blogs
Social media posts
Carousel posts
Short-form video scripts
Explainer content
Tax guides
Filing season reminders
Email content
WhatsApp follow-up content
Lead magnets
Founder or expert-led content
Campaign-specific content

Content Pillars

The content engine can be built around high-intent tax education and segment-specific needs.

ITR filing education
Tax planning
Old vs new tax regime
Deductions and exemptions
AIS and Form 26AS
Capital gains taxation
Freelancer taxation
NRI taxation
Tax notices and compliance
AI in tax filing
CA/tax consultant productivity

Landing Page Creation

Landing pages will be created to support specific campaigns, services, and customer segments.

Landing page copy
Landing page design
CTA structure
Lead capture forms
WhatsApp integration
CRM integration
Campaign tracking
A/B testing recommendations
ITR filing, assisted filing, freelancer, investor, NRI, tax notice, CA portal and employer program pages

CRM Integration & Automated Lead Follow-Up

A CRM and automation system will help IndiaTax.ai track, manage, and follow up with leads more effectively.

CRM setup or optimization
Lead pipeline setup
Website and landing page form integration
WhatsApp lead routing
Email automation
Lead source tracking
Lead stage management
Follow-up reminders
Sales team task assignment
Basic dashboard setup
Monthly lead funnel reporting

07 · Execution Deliverables

Execution assets and systems that may be delivered

Depending on the finalized scope, the execution work may include the following assets, campaign systems, and reporting structures.

Brand positioning and visual direction

Website revamp

Website copy and page structure

Landing pages

Social media content

Paid campaign creatives

SEO blogs

Lead magnets

CRM setup

Automated follow-up workflows

Campaign tracking

Monthly reports

Growth review meetings

08 · Expected Outcomes

What this engagement is designed to build

The goal is to strengthen IndiaTax.ai’s market position, improve lead generation, and create a stronger operating system for marketing-led growth.

1A clearer market position

2Stronger customer trust

3Better brand communication

4Improved website and landing page conversion

5More structured digital campaigns

6More consistent content output

7Better lead capture and follow-up

8A stronger sales pipeline

9Reduced dependence on only ITR filing season

10A foundation for long-term category growth

09 · Commercials

Commercial summary

All commercial details are consolidated here at the end of the proposal, keeping the body of the document focused on scope, direction and deliverables.

Marketing Consultancy₹2,50,000Estimated duration: 2 months

Branding₹75,000Brand direction and execution

Website Revamp₹1,50,000Estimated duration: 4 weeks

Digital Marketing Execution₹1,25,000Monthly retainer

Workstream

Scope

Timeline

Pricing

Marketing Consultancy

Research, strategic direction, positioning and roadmap creation

2 months

₹2,50,000

Branding

Brand direction, messaging, visual direction and brand communication system

Within the 4-week brand & website cycle

₹75,000

Website Revamp

Website structure, copy direction, design and development coordination

4 weeks

₹1,50,000

Foundation Work Total

Marketing Consultancy + Branding + Website Revamp

2 months + 4 weeks

₹4,75,000

Digital Marketing Execution

Ongoing lead generation, campaign execution, content creation, funnel improvement and reporting

Monthly retainer

₹1,25,000 / month

Minimum Suggested Engagement

Digital marketing execution for 3 months

3 months

₹3,75,000

Ad Spend

Separate from the management fee and based on approved campaign budgets

As per campaign schedule

Separate

10 · Terms

Terms & conditions

The following terms apply to the commercial estimates and engagement structure mentioned in this proposal.

All pricing, cost estimates, and commercial terms mentioned in this proposal are valid for 15 days from the date of sharing.

Final pricing may vary based on confirmed scope of work, timelines, deliverables, integrations, revisions, and additional requirements discussed during discovery.

Any work outside the agreed scope will be quoted separately and initiated only after written approval.

Third-party costs such as ad spend, hosting, domain, software subscriptions, CRM tools, automation tools, plugins, stock assets, or paid integrations will be billed separately and borne by IndiaTax.ai.

Project timelines will begin once the scope, commercials, advance payment, and required inputs are confirmed.

Delays in receiving content, approvals, access, credentials, or feedback may affect project timelines.

The marketing consultancy work will provide strategic direction and recommendations. Execution work will follow the agreed scope and commercial structure.

Revisions, review cycles, and approval timelines will be defined separately for each workstream.

Nova Studios HQ will maintain confidentiality of all business, product, marketing, customer, and financial information shared by IndiaTax.ai during the engagement.

Either party may mutually revise the scope before execution begins, based on strategic priorities and business requirements.