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:

  1. Watch week #7 video
  2. Read and study Module Three, Client Control in your Tax Resolution Domination System and Toolkit (Pgs. 1-183)

2 Comments

  1. Is there a particular CRM you used when getting leads and taking care of clients? Can it all be done with Pitbull?

    Reply
    • 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

      Reply

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