Thank you for joining us for the New Lead Management Challenge!

Below are the five daily video recordings, homework, and workbooks with templates. Each day, we will release the new training for the next steps of your automation. 

We also invite you to come and hang out with us in our Tax Pros Automation and Workflows Facebook Group HERE.

Day 1 Training

Discovering the Magic of Automation

Your homework from Day 1 is as follows: 

1. Get your free Trial to TaxDome so you can see the power of this tool. This is our affiliate partner link. When you sign up for a paid subscription, you will also receive 2 free months of TaxDome. 
2. Complete your New Lead Application Organizer Buildout. Follow our template and modify it to meet your specific needs.

Day 2 Training

Keep Your Leads Warm and Engaged

Your homework from Day 2 is as follows: 

1. Complete your template buildout. Follow our templates and modify them to meet your specific needs. This includes all emails, chats, and tasks.

Note: We have updated the workbook with the Sort Code details as discussed on today's call. You can get them by making a new copy of today's workbook at the link below.

Day 3 Training

Break Free with Automation

Your homework from Day 3 is as follows: 

1. Complete your pipeline buildout. We recommend you follow our instructions in the training and use our template guide to learn how best to do this.

Note about Templates: Please be aware that the template pipeline map has been updated. There were several small tweaks that I made so if you used a worksheet that you got from the live session please download the latest version from the replay page to complete your homework. We will review the minor changes on Monday as well.

Day 4 Training

Seal the Deal and watch Your Revenue Roll In

Your homework from Day 4 is as follows: 

1. Create your template Proposal and Invoice for easy tracking. Modify our templates to fit the needs of your practice.

PLUS: I made a quick video for you about how you can create branded proposals using the new TaxDome Proposals & Engagement Letter tool. Check out this short video to see it in action.

Day 5 Training

Perfect your Automated Systems

Your homework from Day 5 is as follows: 

1. Complete the testing of your new automated pipeline as instructed.

2. Modify and send out the New Lead follow-up email to all prospective leads to invite them to work with you and utilize your new lead management system.

Need Help?  We're here for you!

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