Case Study: SurePrep achieves a 10% increase in conversions and stronger lead pipeline with SurveyMonkey’s TechValidate

How tax prep productivity software company SurePrep boosts leads and conversions with customer stories

SurePrep, a tax-prep productivity software company serving large, risk-averse CPA firms, needed a scalable way to build trust with skeptical prospects. Relying on customer service managers to gather quotes was slow and inconsistent, making it difficult to turn feedback into usable marketing and sales content.

SurePrep adopted TechValidate by SurveyMonkey to automate collection and publishing of customer stories, filter results by role and industry, and push content into Salesforce for sales enablement. The program shortened the sales cycle, increased leads and conversions (a reported 10% lift), and generated strong engagement with over 40,000 content views and more targeted customer-facing assets.

SurePrep

Greg Pope

Vice President, Marketing