Learn the tax work with No Limit Tax—and start marketing your tax business while you train. Put your name in front of taxpayers, collect prospects, follow up and build referrals so you are not starting from zero when filing season opens.
Do not finish training and then start wondering where the customers will come from. Build your tax-preparation skill and your market presence at the same time.
Complete your tax-preparation training and get ready to serve clients during filing season.
Start marketing now, collect prospective clients, follow up with interested people and build referrals before filing season begins.
Client Builder combines structured marketing tools, campaign templates and activity tracking so you know what to work on instead of staring at a blank screen.
A simple month-by-month activity sequence for getting your tax business in front of people before filing season.
Use structured tools to shape a campaign, offer or seasonal promotion without building everything from scratch.
Create post ideas, talking points and short-video scripts you can adapt for your own tax business.
Create messages for people you already know, prospects and referral contacts.
Give interested people somewhere to raise their hand and use a repeatable follow-up process after they do.
Track what you actually did and what generated response so you can repeat what works.
You are not trying random marketing ideas. You are building a repeatable habit around getting visible, collecting interest and following up.
Decide which taxpayers you want to reach first.
Give people a clear reason to contact you.
Use the channels that fit your market: social, email, text, video and direct outreach.
Move interested people out of forgotten DMs and into a trackable response path.
Keep working the people who have already shown interest.
Ask customers and contacts to introduce you to the next prospect.
Your activity requirement is tied to marketing your own tax business — not promoting KPE.
Client Builder is a marketing and business-development resource. It does not provide tax advice and does not guarantee clients, income, refunds, loans or business results. Tax training and tax-preparation services are provided separately by No Limit Tax.
Go into filing season with more than training. Go in with your name already in the market, prospects in your pipeline and a system for continuing to build.
Start Building My Client List — $27