WEEK 7
Cruise Control
Make Sure Nothing Falls Through the Cracks
Cruise Control:
Make Sure Nothing Falls Through the Cracks
This week’s homework assignment:
- Watch week #7 video
- Read and study Module Three, Client Control in your Tax Resolution Domination System and Toolkit
Is there a particular CRM you used when getting leads and taking care of clients? Can it all be done with Pitbull?
PitbullTax has great Case Management abilities but does not have robust marketing CRM capabilities. 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. Salesforce