Dialer System
Keeping on top of your staff is a crucial part of business. So many tax offices undervalue the importance of being able to listen to how your customers are being talked to. Simple things like are your callers sharing the correct promotional information, are they asking for the appointment and are they asking for referrals? The most valuable part of recording and monitoring your calls is the internal training. You’ll be able to identify any weaknesses and strengthen them to ensure your team is closing more deals and bringing in more customers than ever before.
The Ultimate Done For You Tax Business Automator CRM & Software
Never Miss a Lead
By automating your new leads onto a call list you can have your team call through an ever-growing list of new leads to convert them to an appointment or sell them.
Increase Appointment Show Rate
Having a daily list of same-day or next-day appointments to call will help increase your show rate for appointments. Sometimes all people need is a voice on the other side of the phone and they are there for you.
More Sales
Having a well organized call list means you can assign your sales team to high priority leads who are ready to buy. And when that runs out you can set up a list of old leads to recycle through so your team never runs out of work.
Who Is This Business Training For?
The idea of offering services in the financial space - especially tax preparation services - can be intimidating for people with no background or experience.
But the truth is, you don’t need to have a degree to offer this service, nor do you need years of experience.
And that’s why I’ve designed this training program to work for almost everyone, regardless of prior experience, knowledge, and skills by teaching what you need to know to build your business from scratch, in a comprehensive, step-by-step, and easy-to-follow structure.
This program is made for:
People wanting to achieve financial freedom - for themselves and for their families - by building and growing their own business.
People with zero business experience - regardless of the industry - and looking to change the trajectory of their financial life.
People looking for a way to create their own wealth and leave their 9-5 jobs, and to become their own boss.
People who want to take back control of their time and energy, and be able to decide how to live their lives, without being at the mercy of their employers.
Premier Wizard
Supporting Tax Professionals Success Through Our All-Inclusive Sales & Marketing Platform
At Premier Wizard, we are dedicated to supporting the success of tax professionals through our all-inclusive sales and marketing platform. Our comprehensive solution is designed to streamline your practice's growth by offering a suite of powerful tools and resources tailored to your unique needs. From advanced lead generation techniques and personalized marketing strategies to client management solutions and performance analytics
Premier Tax Pro University’s Tax Business Growth and Done-For-You Business Automator
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Let’s talk about what Premier Wizard can do for your business.
Email: [email protected]
Phone Number : 786.730.8100
Address :8440 NW 27th Avenue #112 Miami, FL 33147