Start Your Engines: Get Your First 2 Clients
Offline Lead Generation—The fastest way to generate consistent new client revenues. Discover the step-by-step process to generate money for your tax resolution practice within your first two months. You’ll learn where to start, who to mail, how to obtain a list, what to say, all with a minimal investment.
Great information! However. just pulled the PTIN list for Texas. Should I be concerned that I'm not on it? I received my PTIN this tax season.
Teresa - I wouldn't be. IRS probably updates the list periodically.
Thank you for the PTIN List information on IRS.gov
Hello, I am reviewing the PTIN List for my area. My question is if there is no CPA, or EA next to their names, are they unerolled agent? Are they the ones I should especially mail letters to?
When there is no indication of credential, it means they are unenrolled. Mailing to both licensed and unenrolled is recommended. The main thing it to mail 1,000 names each month, month-in, month-out and don't let up.
Congratulations to the following members who mailed out their letters to their previous and existing client database! Paul Francetic, Keny Petit-Frere, Sherri Thomas, Anthony Mauriello, and Jose Marquez!
Remember to put me on your mailing list: 11271 Ventura Blvd., #612 Studio City, CA 91604
Michael, we'll start our mailings next week (had to order some envelopes & letterhead). Your video says no brochures in the client/personal contacts mailing. For the PTIN referral letter, same thing? No brochures, just letter & business card? Thanks.
Bill, what I said was the most important thing was to get these mailings out even if one didn't have their brochures done yet. I didn't want members to have to wait weeks (for their brochures t get done) before they got their letters out. If you already have your brochures done, then by all means always enclose a brochure.
Every marketing letter you mail out (even if you are mailing the same name multiple times) will ALWAYS contain a brochure!
Got it - thank you.
Hey Michael, When I type PTIN list on irs.gov.......it doesn't give me a listing. Am I doing something wrong?
Standley, Click on the first entry "PTIN Information and the Freedom of Information Act" that comes up in the search results after you type "PTIN list" in the search box. After you click on this, you should see all 50 states. Click on your state. The rest should be self-explanatory. If you are having issues contact Becky or Sue at 888 670-0303 and they will help.
Congratulations to William Spar, Gina Mewes, Dirk Danos and Kenneth Smith for getting their "Introducing IRS Representation Services letters mailed to their existing and previous client database! You can download this letter template from the Easy Template Library from the Member's site!
Michael, I'm working on the PTIN list part of the referral mailing project. Should we be culling out tax franchise operations (Liberty, Jackson Hewitt, Block, etc.)?
I hope this isn't a stupid question but I didn't know what the word "Culling" meant. In context, I took it to mean eliminate those but when I looked up the word in an online dictionary, it stated to pick out the "Desirable parts". Just to confirm, we don't send this letter to the franchises, correct?
Hello Michael and Fellow Members,
If I mail 1000 per month and I have 5000 leads to mail to, does that mean that I will not mail to the original 1000 until month six...?
Please advice. Thanks
Great question! The best way to accomplish is to "cascade" your mailings. In other words always include new names in each months mailing in addition to the second or third mailings. I suggest you keep track of this "cascading" schedule in excel. If you have 5,000 names that you'll mail 3x, that's 1,250 per month. (5,000 x3 /12).
More "shout outs' to Bill Bourbonnais, Laura Villarreal McVay, and Kim Boldon for getting their first round of letters out to their existing and previous clients announcing that they provide IRS Representation services now. Congrats to all!
I got my first 3 clients from my existing clients. It is very important to listen to your advise, that is the magic in this training.
Congratulations! And Keep the momentum going!
Thank you for the info.
My Pleasure! Hope you getting value from it!
Hi Michael! I’m excited to get started. I do have a question. What should we do if start getting clients before we’ve reached the later modules that go into detail about the actual work? Thanks!
Great Question.! I have full faith that you are smart enough to figure that out. Plus we are always here to help and answer questions
I have located the PTIN list. What am I looking for on this list to start my resolution practice?
The video explains that you use the PTIN list to compile your list for your referral (CPA/EA/Unenrolled) letter mailings. You can sort the list by zip code/city AND credential.
Would it be possible to get another "kit"? My kit was destroyed in an auto accident. Thank you - Gary Williams, P.O. Box 548, Parker, Co 80134. Please note this is a new address.
Should envelopes be typed - use labels - hand written ??
Addresses on Envelopes should use handwritten fonts (available for free online or Becky can help). You want the envelope to appear as personal (not commercial) as possible.
Another question on the letter for our existing and previous clients - on the bottom of the letter it refers to a phone number for a recorded message 24 hours a day for free and a copy of the Free report. If we send this letter our now we do not have this setup ??
You would have to secure and set up the phone number or simply an extension line from your current phone system. The "script" for the 24 hour recorded message and the Free Reports are in the Easy Template Library.
Great Content and Ideas - I have downloaded the letters and just want to confirm that the tax deductions for realtors and mortgage brokers are all still in play with the Tax Reform Act.
I suggest you review these to see what's chnaged. Most are still intact but they have not been updated for the new Tax Reform Act yet
Are we supposed to have a separate tax resolution name and business entity? If so, shouldn't we do that before we send out our mailings? Otherwise, we will be confusing people.
There are two schools of thought here; 1. In order to get the phone ringing NOW i suggest that you get your letters out ASAP to every name you have in your database (previous/existing clients, referral sources, friends, colleagues, etc.). When you hit $100,000 in revenues, that's a good time to incorporate this as an 1120-S). The other thing people do is to form a new entity out of the gate and start marketing under the new name.
Do you have a CRM you recommend to keep track of all the different campaigns we will be running? We certainly don't want to miss contacting a single lead. Any suggestions would be helpful. Thank you!
PitbullTax is great but is really not a robust CRM tool. I recommend you check out the following softwares: You will need one of these in order to automatically follow-up with your leads. All below have great auto-responder capabilities.
Is there a company that will actuall send out the direct mail letters, with actual stamp?
Yes, Handy Mailing does this will be in Dallas as a vendor. You can check them out at http://www.handymailing.com. Ask for Julie.
I am not sure if I heard it right, is it OK to mail the Intro Letter to existing clients without the brochure and flyer?
Thank you again, it was nice to meet you and your team last week in Dallas!
Yes, you can mail the Intro Letter to previous and existing clients (actually everyone in your database) without the brochure because you already have or had an existing relationship with them. However, you should (must) include a brochure in all of your external mailings and marketing.
I downloaded the PTIN List/Directory, can you share some helpful tips to clean out this list? There's so much in the list like 14K names. Do you suggest to exclude the CPAs and EAs from big firms? also those who work for HR Block, Liberty and other franchise tax shops do we exclude them?
Good Question! And yes, do not mail to the big 4 CPA firms or the big box retailers like H&R Block, Liberty Tax, etc.
Hi Michael. If I send out the initial letter to a client, when should the second letter go out? And then when should the third letter go out? Thanks.
Generally, when these letters to your own database of existing and previous clients you should send the one letter and then put them on your (recommended) monthly mailed Newsletter list. This way they are getting something from you every 30 days. If you are not going to send them a newsletter then send them letter #2 in 60 days and letter number #3 60 days after letter #2.
This is great information!
So, for the first week, are you recommending to mail out approx 300-400 letters each week, then to the same people the following weeks to reach 1000 in a month?
250 letters each week to different places each week, so that by the end of the month there is 1000 letters mailed, then mail to all the same ones for the next 3 months?
You should plan on putting 1,000 letters in the mail each month. You can do this all at one time, or stagger it throughout the month. Plan on mailing each addressee 3x over a 90 day period.
I have a brochure already but its not a resolution-ONLY brochure (it mentions 3 different services including resolution which is the main one). Should I not send it and order new brochures using your template?
I highly recommend that you send a 100% dedicated tax resolution brochure. Tax Resolution prospects automatically assume you do all the traditional tax prep and accounting. Marketing more than one service on your brochure is a distraction for the reader. A confused buyer is a non-buyer. The more laser focused your marketing materials are the better your response rate will be.
for the PS part and the pre recorded message, do we setup a new phone number or one of our extensions? Where do we find the message to record?
You can designate an extension number on your existing phone system, or get a dedicated line. The copy for the recorded message in on the members site and Becky will get this to you on Wednesday.
I actually wrote recipient addresses (on evelopes) by hand vs using cursive fonts. In my mind, I thought that (hand-written fonts) would increase opening. Thoughts?
That could get tedious to do 1000 envelopes a month, every month. I'm sure your time is much more valuable than hand-writing out addresses on envelopes.
OK,. Michael. Thanks!
Would it be okay to use an online mailing service or is it recommended to sendthe letters out ourselves?
I would have an outside firm do it if you personally were going to be involved in this. We've partnered with a firm called Profit 911 Consulting. There's info and pricing for this in section Two on the Easy Template Library under "Done For You"
The "REFERRAL LETTER TO MORTGAGE BROKERS: has included a free copy of “TAX DEDUCTIONS FOR MORTGAGE BROKERS YOU MAY NOT BE AWARE OF”! It may provide you some valuable insight into how you run your business.
Where is those copy?
You should Google The “TAX DEDUCTIONS FOR MORTGAGE BROKERS YOU MAY NOT BE AWARE OF" and put into your own words. The referral letter is in the Easy Template Library" tab on the Membership site.
Where are those free copies for "TAX DEDUCTIONS FOR MORTGAGE BROKERS YOU MAY NOT BE AWARE" along with? referral letter?
See above comment. Since lawful deductions change form year to year, based on the tax law changes enacted for that specific year it's best to Google for the most recent deductions. Place this into your own words so that a 6th grader can read and understand them. Enclose this with your referral letter (from the Easy Template Library) which can be found on the Membership site.
Thx! Got it.
If I understand this correctly I will the letters = L1 - 30 days later Newsletter - 30days later L2 - 30 days later Newsletter - 30days later L3? In addition, I will need to set up my phone system with the pre-recorded message. Also, send a brochure with tax resolution services only on it with every letter. I should send out 1000 letters a month.
Send referral letters 30 days apart. For those that respond, place them on your physically mailed Newsletter list. Your phone should be answered live by you or a team member during normal business hours. You don't necessarily need a live answering service until you do Google Ads (paid search) or Radio advertising. Yes, always include a Brochure with each mailing. Place a 1,000 letters in the mail each month, month-in, month out. This should yield 1-2 new tax resolution clients per month.
With sending the letter to I include my return address? I read the Cursive script for the font, is this just for the envelope or the letter as well? Is there anything else that I need to be aware of before sending my first batch?
Only include your street address, city, state and zip code. Do not include your name or name of your firm. Use handwritten font for the recipient on the envelope only. Referral letter should include a tax resolution brochure and business card. We've partnered with Justin Miller, owner of Profit 911 who can do all of this for you. Just upload a list and he'll take care of the rest. You can get more information on this, in Section 2 - "marketing: Referral Letter Templates and Resources", "Done For You" in the Easy Template Library tab on the membership site.
I am a CPA in New Jersey. Had a PTIN since the program began. I do not see a single CPA I know on the list.
John, Do you have a particular question?