Mary Digi Solutions FOR INSURANCE & CPA FIRMS

THE DIGITAL PARTNER FOR INSURANCE & CPA FIRMS

Built for trust.
Designed to
connect.

Your expertise deserves a connected experience. MDS brings your website, CRM, automation, and content together—from the first impression to the next conversation.

Book a Discovery Call with MDS See what happens after “hello”

YOUR WEBSITE. YOUR WORKFLOW. YOUR CONTENT.
WORKING TOGETHER, WITH MDS.

A CLOSER LOOK AT WHAT WE BUILDWEBSITE · SYSTEMS · CONTENT
  1. Website
  2. CRM & automation
  3. Follow-up & booking
  4. Content & creative

A credible website makes your expertise clear—and gives visitors a thoughtful way to get in touch.

Illustrative design · Fictional firm and contact · No live activity

WEBSITES & FUNNELS+CRM & AUTOMATION+BOOKING SYSTEMS+CONTENT & CREATIVE↓

THE OPPORTUNITY

You build the relationships.
We connect the experience.

A referral checks your website. A business owner asks about a coverage review or accounting support. Another inquiry arrives while your team is busy.

MDS connects the website, content, and operating tools so your team can carry those conversations forward.

Make the first impression count.

Give people a clear view of your firm, your expertise, and how to start a conversation.

Give every inquiry a place.

Connect website inquiries to an organized contact record, a clear owner, and an agreed next step.

Keep the conversation moving.

Support your team with timely follow-up and a booking path that fits the way your firm works.

THE CONNECTED EXPERIENCE

One inquiry.
A clear way forward.

Explore how a connected system can turn a first hello into a more organized conversation.

ILLUSTRATIVE WORKFLOW · FICTIONAL DATA

Alex LeeSample business inquiry
Received
INTERESTWebsite & client intake
NEXT STEPCapture the essentials
One clear starting point for the conversation.
INQUIRY

A thoughtful first hello.

A focused inquiry form captures what the visitor needs, without overwhelming them with questions.

Select a stage to explore. This is a concept, not a live contact or appointment.

YOUR MDS TEAM, CONNECTED

From what people see.
To how your business runs.

Design, systems, and creative support. A practical team behind the experience you want to deliver.

DIGITAL PRESENCE

A first impression
that feels like you.

A clear, credible home for your expertise. We build responsive websites and funnels that explain your services and make the next step easy to find.

  • Website and service-page design
  • Landing pages and inquiry journeys
  • Mobile layouts and clear calls to action
Plan your website
ILLUSTRATIVE WEBSITE CONCEPT
LINDENADVISORYLet’s start a conversation ↗
PEOPLE. PURPOSE. PERSPECTIVE.

Expertise.
With a human touch.

Explore our approach ↗
Clarity from the first visit.A thoughtful next step.

Fictional firm · Design concept, not a client case study

YOUR CONNECTED FIRMINTERACTIVE CONCEPT
CRM & LEAD MANAGEMENT

A place for every conversation.

Contact fields, pipeline stages, and clear ownership keep the context with the inquiry.

GoHighLevel setup · Agreed integrationsIllustrative workflow
BUSINESS SYSTEMS

Less scattered.
More connected.

We configure GoHighLevel and connect the tools behind your client journey. Your team gets a practical process for inquiries, appointments, and follow-up.

  • GHL setup, CRM fields and pipelines
  • Automation, email notifications and follow-up
  • Booking calendars and reminders
  • Agreed reporting and Google Sheets connections
Connect your workflow
Illustrative professional recording and editing workspace with camera, smartphone and video timelineAI-generated creative-production concept
SOCIAL MEDIA & VIDEO

Your expertise.
Worth showing up for.

Make your message easier to see, understand, and remember. Our team supports content planning, social media, branded graphics, and video editing.

Plan the message.

Content themes and post planning aligned with your firm’s services.

Shape the story.

Turn approved footage into polished edits, captions, and branded visuals.

Connect the next step.

Agreed publishing support with a clear route back to your website or inquiry page.

Discuss your content Your firm reviews insurance, tax, and professional claims before publishing.

DESIGN, WITH A LITTLE CHARACTER

Recognizably you.
Across every touchpoint.

A consistent visual identity helps people recognize your firm. We carry your approved brand across website graphics, social posts, and edited video.

✳

From a service explainer to a branded post.
Creative support with a clear business purpose.

Bring your brand into focus

Websites and funnels that turn a first impression into a clear next step.

↗

SUPPORT BEHIND THE SCENES

A little more room
to focus on your business.

Lead-generation support

Prospect research, organized lead lists, and outreach-system preparation to support your team’s sales activity.

Admin & executive support

Agreed scheduling, documentation, reporting, and operational support that help keep everyday work organized.

We agree on the services, access, responsibilities, and deliverables before the build. MDS provides digital and operational support—not insurance, tax, or accounting advice.

HOW WE WORK

Clear scope.
Connected delivery.

A collaborative process, with decisions and handoffs you can follow.

  1. Understand

    Review your audience, current setup, and the moments that need attention.

  2. Design

    Agree on the message, visual direction, page flow, and project scope.

  3. Connect

    Build the pages and connect the approved forms, CRM, and booking flow.

  4. Test & hand over

    Check the full journey, document the setup, and walk your team through it.

A FEW THINGS TO KNOW

Clarity, before
the conversation.

Is this for insurance or accounting firms?

Both. MDS builds digital experiences for insurance and accounting professionals with shared needs around trust, inquiries, follow-up, and scheduling. Your project is tailored to your firm’s services and operating process.

Can you work with our existing website or CRM?

We first review what you already use. Where practical, we improve and connect the current setup. Any migration or replacement is discussed before it becomes part of the scope.

What will we cover on the discovery call?

Your business goals, current tools, inquiry process, and project priorities. The conversation helps identify a suitable scope and the access or decisions needed for the next step.

Do you also help with content and creative?

Yes. Content templates, social graphics, video editing, and campaign assets can be included in the agreed scope. Your firm reviews industry-specific language and professional claims.

How long will the project take?

Timing depends on the pages, integrations, content, and approval process. We agree on a delivery plan after reviewing those requirements.

LET’S BUILD THE CONNECTION

Your next chapter.
Thoughtfully connected.

Tell us a little about your firm. Then share your priorities so we can shape a useful discovery conversation.

YOUR FIRMYOUR PRIORITIESTHE CONVERSATION

DESIGN PREVIEW

Let’s start with your business.

Use sample details to explore this preview. Nothing is sent to MDS and no call is booked.

Your business details

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