WEEK 1
Start Your Engines!
Get Your First 2 Clients

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.

40 Comments

  1. 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.

    Reply
    • Teresa – I wouldn’t be. IRS probably updates the list periodically.

      Reply
  2. 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

    Reply
  3. 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.

    Reply
    • 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!

      Reply
      • Got it – thank you.

  4. Hey Michael, When I type PTIN list on irs.gov…….it doesn’t give me a listing. Am I doing something wrong?

    Reply
    • 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.

      Reply
  5. 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!

    Reply
  6. 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.)?

    Reply
    • Yes!

      Reply
      • 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?

  7. 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

    Reply
    • Jesus

      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).

      Reply
  8. 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!

    Reply
  9. Michael-

    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.

    Thank you,
    Michael

    Reply
    • Congratulations! And Keep the momentum going!

      Reply
    • My Pleasure! Hope you getting value from it!

      Reply
  10. 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!

    Reply
    • 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

      Reply
  11. I have located the PTIN list. What am I looking for on this list to start my resolution practice?

    Reply
    • 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.

      Reply
  12. 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.

    Reply
  13. Should envelopes be typed – use labels – hand written ??

    Reply
    • 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.

      Reply
  14. 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 ??

    Reply
  15. 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.

    Reply
  16. 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.

    Reply
    • 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

      Reply
  17. 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.

    Reply
    • 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.

      Reply
  18. 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!

    Reply
    • 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.

      1. Aweber
      2. Ontraport
      3. Infususionsoft
      4. Saleforce

      Reply
  19. Is there a company that will actuall send out the direct mail letters, with actual stamp?

    Reply
  20. 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.

    Reply
  21. Hi Michael,
    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!

    Reply
  22. 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.

    Reply
  23. Hi Michael,
    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?
    Thanks,

    Reply
  24. 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.

    Reply

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