# Travis Okafor, Managing Partner at Okafor & Brell CPA — read of New Business Formation Lead Feed, June 10 2026

> 14 years in public accounting, running a 9-person firm in Columbus. I coach my kid's baseball team Saturdays, which means Friday afternoons I'm usually the one doing all the admin I avoided all week.

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## How I got here

I typed "leads for CPA firms new business owners" into Google two weeks ago after losing a new client to a bigger firm down the street. Found out later the other firm had reached the guy within 48 hours of his LLC filing. I didn't even know that was possible. So I've been poking around ever since. This showed up on page two of a search, I think the query was something like "CPA new LLC leads feed." Clicked it, read the whole thing while waiting for a deposition call that got pushed 20 minutes.

## What I clicked first

The hero stopped me. "Fresh leads before competitors know about them." That's the exact thing that's been eating at me since I lost that client. And "Start dialing within minutes" with the enriched contacts claim, names, emails, phones, LinkedIn, all appended automatically. That's a real workflow improvement if true. I read that part twice.

I also noticed the "Try it Live result" section up top, which made me think this was a working product I could actually sign up for right now.

## Where I paused

Midway down there's a block that says: "Honest disclosure: we don't have live customers on this idea yet. We shipped the strategy package; you ship the customer conversations."

I had to re-read that sentence a few times. The top of the page says "Get your first 10 leads free." The bottom of the page says there are no live customers. These two things cannot both be true at the same time. I don't know if this is a product I can actually use, or a product someone is selling me so I can go build it myself. That's a meaningful distinction and the page never really resolves it.

## What I distrusted

The Fermi math is interesting but it's doing a lot of work here. "$-8,944 Year-1 take-home" is a negative number. "1 in 7 Meaningful-success odds." These are presented as a feature, like the honesty of the disclosure earns trust points that offset the bad numbers. Maybe it does. But I'm a CPA. A negative projected year-one return isn't a selling point, it's a reason to ask why I'd spend $99 on the build kit.

Also "enriched owner contacts automatically appended" is doing heavy lifting. I've bought data products before. The email hit rate on LLC filings is not great. People use their registered agent's address, they use LegalZoom, they use their lawyer's address. The lead quality on formation data specifically is the whole question and the page doesn't touch it.

"Filter by owner role, industry code, and formation type. Focus on contractors, consultants, and service businesses in your target sectors." I'd want to see what that filter actually looks like before I believed it. NAICS codes at filing time are often wrong or missing.

## What would convince me

A real email that went out to a real newly-formed LLC owner and got a reply. Not a testimonial. An actual anonymized thread. Show me the open rate on ten outreach emails sent to contacts pulled from this feed. Show me the phone number hit rate, meaning what percentage of the numbers are real and pick up. That's the core product question and it's not addressed anywhere.

If this is a data play, the data quality case is everything. A single loom walkthrough of the actual enrichment step, showing where the email address came from for a specific LLC, would do more than the entire current page.

## What I'd ask in an email reply

1. The "Get your first 10 leads free" button is at the top of the page but you're disclosing no live customers at the bottom. Can you explain what clicking that button actually does right now? Is there a live feed or is this a waitlist?

2. Where are the email addresses sourced from for the enrichment step? Specifically, are you pulling from Secretary of State filings, or from third-party data appending? What's the deliverability rate on the emails you've seen so far in testing?

3. The $99 adoption tier says "working code starter." Does that mean I'd be running this data pipeline myself? Am I the operator or am I the customer?

## Verdict: on-the-fence

The problem is real and I came here with the exact pain this product claims to solve. But the page is trying to talk to two different people at once and it's confusing both of them. I don't know if I'm supposed to be the end-user or the builder, and until that's clear I'm not clicking anything.

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*Memo by skeptic persona, generated 2026-06-10. Studio breaks own self-grading loop.*
