3d • General discussion
Good morning
Inner Circle — Today’s Credit Task
Good morning, ladies.
Today’s assignment is simple but powerful.
Go back through your tax client list and reach out to every single person you’ve serviced. These are warm leads. They already know you, they trust you, and they’ve already spent money with you.
Send them a message and re-offer a credit special. It can be:
- A discounted setup
- A limited-time audit
- A bundle with disputes
- Or a quick strategy call
Your goal is to reconnect, reintroduce your credit services, and create new sales from people already in your circle.
Today’s numbers:
- Minimum: Reach out to 20 past or current tax clients
- Goal: Close at least 2 credit specials
Don’t overthink the message. Keep it simple, friendly, and direct.
Money is in the follow-up. Let’s go get it.
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