Pipeline & Opportunities
Staying on top of your sales process is key to continually growing your tax business. With our opportunities pipeline display you can build and create your customized pipeline and workflow to make sure your leads can move smoothly through to the next step to becoming a new customer.
The Ultimate Done For You Tax Business Automator CRM & Software
Client Processes and System
You can use pipelines purely for organizational purposes or you can automate actions that fire off once a client reaches a certain stage in the pipeline. Send documents, get alerts, and many more time-savers are possible with pipelines.
Drag-and-Drop Action
With a few clicks you can drop someone into a new pipeline stage and organize your pipeline at the end of the day. You can assign a client to an employee based on what stage they are in as well.
Won, Lost, Abandoned
You can easily identify which leads have been sold, said “no”, or maybe just are too old to follow up with anymore. Just switch their status to won, lost, or abandoned. Later on you can filter by status to send out marketing campaigns, updated tags, or move them to a different pipeline.
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