Small Practice, Big Results. 

Elevate your game! Dive deep into a 5-step journey and emerge with a fully automated, high-converting lead management system for your practice.

Note: This is not a marketing training. This will give you an automated system for efficiently handling the leads in your practice, whether through word of mouth or marketing efforts. 

This Masterclass is for you if…

👉 You are tired of wasting your time on “not a fit” leads

👉 You’re using multiple tools to close your clients

👉 Your follow-up game is a bit slow, leads ghost you

👉 You are frustrated with keeping track of who is where

👉 You are turning clients away because you are “not ready” for them yet

In The Small Practice, Every Lead Matters...

Every new lead represents the hard work, time, and resources you've invested in networking and marketing. It's essential, then, that these leads - especially those who are a PERFECT FIT - convert into delighted, raving clients.

Whether you're gearing up for explosive growth or strategically courting select high-value clients, you must fine-tune your new lead systems. This masterclass ensures you become the undeniable answer to their problems.

We know you're tired from Tax Season, so we have broken this down into short daily chunks that will take you less than one hour daily done with us live. 

Here's a glimpse of your 5-day transformation:

Day 1 - Discovering the Magic of Automation: Step into a world of possibilities. Learn how to sift through leads swiftly, saving time by identifying the 'non-fits' even before the first call.

Day 2 - Keep Your Leads Warm and Engaged: Stale leads? That's a past tale! Dive into the power of TaxDome and discover the magic of creating engaging, consistent experiences for every new lead.

Day 3 - Break Free with Automation: Say goodbye to tedious admin tasks and manual follow-ups. We'll guide you on designing an automated workflow in TaxDome, giving you back your precious time.

Day 4 - Seal the Deal & Watch Your Revenue Roll In: Let's automate your invoicing! Learn how to set your billing on autopilot, ensuring prompt payments without the usual chase.

Day 5 - Perfecting Your Automated System: Master the art of testing your automated workflows, ensuring a seamless and confident roll-out to your new leads.

The Outcome?

By the end of this FREE 5-day challenge, you'll be fully equipped to handle the end-of-year influx seamlessly, be it 5, 10, 20, or a staggering 100 new clients.

Your lead automation revolution awaits.