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4 contributions to Carlos | Tax Debt Detective HQ
Quick question: Would you rather learn this alone... or have me implement it WITH you?" Post:
Alright, I need some honest feedback from this community. Over the past few weeks, I've had multiple conversations with EAs, CPAs, and tax attorneys who reached out after seeing the workshop I was offering. And here's what I keep hearing: "Carlos, I don't need another 2-hour workshop. I need someone to actually HELP ME implement this in my practice." "I'm tired of buying courses and never finishing them." "I know what I need to do... I just need accountability and someone looking over my shoulder." "I don't want to learn Facebook ads. I want someone to RUN Facebook ads for me." So here's what I'm considering... Instead of a 2-hour "learn it yourself" workshop, I'm thinking about doing a 90-120 day intensive implementation program where I work WITH you (not just teach you) to build and launch your entire marketing system. Here's what I'm hearing people actually want: ✅ Build their landing pages and lead magnets together (not as homework they'll never finish) ✅ Get their email sequences written and reviewed by me (using the same storytelling frameworks I use for TaxDebtBook and CaliClaw) ✅ Have someone ELSE run their Facebook ads (the marketing team that generated 91 leads for my practice last month) ✅ Weekly coaching and accountability (not just "watch the videos and good luck") ✅ Real leads flowing into their practice in 30-60 days (not theoretical knowledge) And here's the kicker: Several people asked if this could be done in person (like a 2-day intensive in California where we build everything together in the same room). So I'm asking YOU: Would you be interested in something like this? And if so, what would be most valuable to you? - Building your assets WITH me (vs trying to DIY it)? - Having my marketing team actually RUN your ads (vs learning how to do it yourself)? - Meeting in person to knock it all out in 2 days (vs spreading it over weeks on Zoom)? - 90 days of implementation and accountability (vs a one-time workshop)? - Getting actual LEADS (vs just getting "knowledge")? - What the exact ai tools I use and why? -
Poll
3 members have voted
0 likes • 18h
1. Would this be valuable to you? Maybe. It really does depend on the price - I would much prefer to not have to learn effective marketing for FB, GBP, Insta, LinkedIn, etc. and I'd rather spend my time on client work than marketing, but I don't have unlimited funds, either. 2. What's your biggest struggle right now with marketing your practice? The time it takes to create the things, post to all the different places, follow up on comments, A/B testing, KPI tracking, etc. I have some monthly templates but it's still just something that keepings dropping down on my to-do list because other things take precedence. (Case in point: I started this reply 3 days ago!) 3. What would make this a no-brainer for you? A full done-for-you package specific to tax resolution, managed by someone who actually knows about tax resolution, that is reasonably priced and not cookie-cutter.
If One New Client Pays $10K, Why Are You Waiting 6 Weeks to Launch
I’ve taught landing page classes before. Some of you were in them. You tried to build pages the “right” way. You followed the steps. You watched the videos. And you saw the same thing I did: It takes way longer than it should. Not because you’re slow.Because the process is broken on purpose. The funnel world wants you dependent.On developers.On agencies.On “almost done.” Even when you know what you want to say, you still have to wait weeks to see it live. That’s backwards. So I rebuilt the process. What if you could just talk your way through a landing page? Or a web page.Or a media page.Or a podcast page. No codeing. No writing marathons No “submit a ticket and wait.” Just you explaining what you do—and the page gets built. Live. That’s exactly what’s happening in this live 2.5-hour Zoom workshop. January 6th 10am-12:30pm. I will probably have one call priors to our main call and ad a second if needed. You’ll watch me build:• A tax-debt landing page• A qualification survey that filters junk leads• And the AI prompt system that lets you build anything after Over my shoulder. Step by step.And you build yours right alongside me. Proof? The page you’re reading about this workshop was built in under 30 minutes using the same system. Now—this isn’t a course. There are no slides No Theory, “you’ll get to it later.” You leave owning real assets. Price right now is $1591, before goes to $1,997. No exceptions. One decent client pays for it.Everything after that is speed, leverage, and control. And yes—this is a legitimate 2025 business deduction. This isn’t for spectators. If you want someone else to do it for you, skip it.If you’re happy waiting six weeks for a “simple change,” skip it. But if you’re an EA, CPA, or tax attorney who wants to launch pages this month, you’ll know. I’m capping it at 20 seats because it’s live and interactive. When it’s full, doors close. You can grab your seat here:👉 https://ownyourassetworkshop.com/
0 likes • 7d
What's the date of the workshop?
Video Recording - Tea Withy Carlos and Andrew
Thanks for those that joined us today. Here is video recording. https://us06web.zoom.us/rec/share/CwLPxpui8_sfAjB4Wb_PLgqBU877jDTNO2sPdkB9TTIiCyuQ0FA5lEUJqEknI1vJ.ZOZah5T9o0eA2XuB?startTime=1762545704000 Passcode: U@h7m@Xm I mentioned at the end we will be having call next Friday. I made mistake we are actually traveling to the Boston that day to meet up with Eric Green. So following Friday.
0 likes • Nov 8
It's asking for a passcode. ?
SALES CALL DECONSTRUCTION – MS. Jones Case File -
I wanted to share a call I did and what happen during call. I think you could learn this...good and bad I did on my call. 🎯 Objective of the Call Convert an overwhelmed, emotionally distressed prospect with a large IRS balance into a paying client for Phase 1 (Triage) — $1,800 to start. 🔍 1. THE FRAME – Setting the Stage What You Did Well: - You immediately built rapport with warmth and empathy (“Oh my god, that must’ve been awful.”). - You used relatability when you shared your own tax story — huge trust builder. - You took control of the call’s direction naturally: “So just talk to me… give me a summary and we’ll figure this out.” That’s authority with empathy — ideal combo. What Could Be Tighter: - The start drifted too long on the dental surgery story. It’s humanizing, but use pain stories strategically. Keep personal vulnerability moments under 45 seconds — just enough to humanize, then pivot. - - Next time: “Hey Ms. Jones, before we dive in, quick heads-up — I’m half-numb from oral surgery today, so if I sound funny, that’s why. But you’ve got my full attention. Let’s get you protected.”✅ Establishes empathy + professionalism fast. - 💡 2. THE DISCOVERY – Extracting the Truth What You Did Well: - You guided her without overwhelming her. That’s elite listening. - You pulled critical data: total debt ($300K + $20K), installment amount, lien date, separation, income, assets, and her cancer hardship. - You used reflective listening (“Gotcha. Gotcha.”) — she felt heard, which kept her talking. Improvement Opportunity: - Control the data flow more assertively. Christie emotionally spiraled mid-call. You can tighten discovery by using the “3-Box Frame”: This keeps her emotionally safe while giving you linear intel. 🧠 3. THE DIAGNOSIS – Framing the Problem What You Did Well: - You reframed her situation clearly: separation + medical hardship + $4,900 payment = impossible to maintain. - You positioned CNC as the “relief path,” not a “technical product.” Perfect emotional bridge.
0 likes • Nov 3
I love this - so you recorded the call and then ran it through an AI with prompts to evaluate based on a particular sales call process? There are great feedback points here for everyone! I was just thinking I need to work on my opening on these calls - the transition from small talk right to "tell me what's going on" seems awkward to me. I like the "how are you holding up?" aspect.
1-4 of 4
Jennifer Walker
1
5points to level up
@jennifer-walker-4624
I own a small tax practice, basically solo (I have a colleague but he doesn't do tech!).

Active 17h ago
Joined Nov 3, 2025