here’s what you’re looking for: jassen bowman

don’t forget the test call.

by jassen bowman
tax resolution systems

use this checklist to make sure you have completely set up the 24-hour recorded information line for your marketing campaign.

more on tax resolution: set up your lead followup touch program | process communications efficiently | suggested tax resolution client payment guidelines | basics of tax season work flow | when to follow up on prospects | checklists for new lead generation | case study: building a tax resolution business
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we frequently use 24-hour recorded information lines to present specific tax information to leads. for example, we may mail a postcard offering free information about the newest changes to the offer in compromise program, and provide a toll-free number. i will then set up that number in callfire to contain a 5- to 10-minute recording about the oic program, its benefits, requirements and how to get started.
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is a solid lead worth $22 to you?

by jassen bowman
tax resolution systems

the job of your lead generation program is to find people who want to communicate with you, want information about the services you offer, and are at some minimal level interested in the kind of work you do.

more on tax resolution: process communications efficiently | measure your business metrics | checklists for tax resolution sales | overcome objections in 7 steps | how to reactivate lost clients | don’t ignore your existing leads | the importance of goals and affirmations
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most leads will not immediately turn into prospects, and thus require nurturing over time. the purpose of your lead followup touch program is to build rapport with these leads, and move them toward scheduling a consultation (thus becoming a prospect).
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put some thought into this.

by jassen bowman
tax resolution systems

your lead generation matrix outlines the specific tools that you will use to achieve your goals, as determined from completing the goals worksheet and/or completing the future narrative exercise.

more on tax resolution: process communications efficiently | measure your business metrics | checklists for tax resolution sales | overcome objections in 7 steps | lead generation marketing must happen daily | 3 checklists for office communication
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the lead generation matrix defines the exact lead generation mailers, internet marketing methods, email sequences, etc. that you’ll use to generate new leads. this checklist provides a basic guideline for going through the process.
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you never know what you might miss.

by jassen bowman
tax resolution systems

timely review of irs notices is very important for a tax resolution practice.

more on tax resolution: measure your business metrics | building your dream team | quoting tax resolution fees | 12 rules for phone calls | lead generation marketing must happen daily | 3 checklists for office communication | what to say on phone calls about fees | use checklists to manage your tax firm
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these checklists also apply to faxes and voicemails.
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consider the clients you do and don’t want.

by jassen bowman
tax resolution systems

i am a firm believer in flat-fee pricing, or as near as practical to such. this is the pricing scheme i’ve always used for tax resolution work, and for tax preparation associated with that tax resolution work.

more on tax resolution: basics of tax season work flow | overcome objections in 7 steps | how to reactivate lost clients | don’t ignore your existing leads | some office nuts and bolts | the importance of goals and affirmations | the ins and outs of hiring and firing | market to your ideal clients | one-step vs. two-step marketing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i have seven years of anecdotal evidence supporting the client’s preference for this sort of pricing for professional services, and i will use this form of processing in my new tax prep practice, as well.
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having everyone follow the same procedures makes busy season less stressful.

by jassen bowman
tax resolution systems

there is a challenge associated with creating a one-size-fits-all work flow model for a tax office: not everybody operates the same.

more on tax resolution: overcome objections in 7 steps | 12 rules for phone calls | lead generation marketing must happen daily | 3 checklists for office communication | what to say on phone calls about fees | use checklists to manage your tax firm | tax resolution staff roles and responsibilities | follow up with leads longer
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in general, we have identified four basic tax season operational models that appear to be common:

1. walk-in service with return prepared right then and there
2. by appointment only, with the return often delivered at a second appointment
3. drop-off service
4. mobile service, in which you go to them

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you may be tempted to skip ahead. don’t.

by jassen bowman
tax resolution systems

being on the phone and attempting to get people to come in for appointments will, by its very nature, result in having to address prospect objections over the phone.

more on tax resolution: 12 rules for phone calls | when to follow up on prospects | checklists for new lead generation | client management checklists for tax resolution | how to handle client complaints
exclusively for pro members. log in here or 2022世界杯足球排名 today.

do not view an objection as outright resistance to avoiding the appointment. rather, view it as a question from the prospect, and an opportunity to educate and inform.
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