About Us

Who We Are

Founded in 2021, Leads to Funnel PRO is a premier sales and automation solution for financial professionals. We specialize in supporting accountants, CPAs, bookkeepers, enrolled agents, and financial advisors. Our flexible service options are designed to meet your needs, whether you choose to build out your system yourself, collaborate with us, or have us manage everything for you.

What We Do

Our services, including do-it-yourself, done-with-you, and done-for-you options, streamline your lead generation across various channels—referrals, networking, organic and paid traffic—making each prospective client feel valued and more likely to engage. Our AI-driven and automated solutions not only save you significant time but also increase your revenue by:

Increasing lead generation from your existing marketing efforts, regardless of the source.
Tracking and nurturing your most promising prospects until they become clients.
Keeping you foremost in your clients' minds to boost referrals.

Our aim is to enhance your revenue and efficiency without additional workload.

Why Choose Us

We're a team of experts in sales, marketing, and automation who understand the challenges financial professionals face. We don't use a one-size-fits-all approach; instead, we tailor our solutions to your specific needs.

MISSION

We're here to help you serve your clients at the highest level and make more money without getting bogged down by sales and marketing inefficiencies that take up valuable time.

VISION

Our vision is to be the top choice for sales and marketing automation for financial professionals around the world. We want to change how financial services work by making them more innovative, efficient, and focused on great client service.

hi, i'm carmella!

Founder and Strategic Automation Expert

I work with solo and small financial services businesses to to streamline their lead generation, intake, and lead management so they can make more money without working nights and weekends using the power of AI and automation.

My journey began in corporate analysis, evolving over 6 years into a passion for leveraging technology in online marketing to streamline lead generation, management, and conversions. My methodology has fueled over $10 million in client revenue.

When I'm not working, I'm all about family, relaxation, and continuous learning, drawing inspiration from every aspect of life to enrich our solutions.

I have a BA in Economics from the University of Pennsylvania and an MBA in Finance from Wharton.

hi, i'm Ileka!

Co-Owner & Client Conversion Strategist

I'm a is a Business Strategist who works with small businesses & entrepreneurs who want to become more profitable in their business. In my Master Your Influence Methodology, I use visibility strategies, productivity hacks, and process improvement tools so they can become the in-demand professional in their area.

I have a very diverse background including 20+ years in business strategy & leadership coaching for Fortune 100 companies. I'm a certified Project Management Professional, Lean Six Sigma Blackbelt, as well as a NASM Certified Personal Trainer all while being a married mom of 4 young children.

Given this, I have definitely cracked the code on time management and productivity.

Notable areas of expertise: