30-Day 1040 Tax Resolution Marketing Challenge: Day 1

If you’ve heard me present the most recent version of my Tax Resolution Marketing 101 talk, then you may have noticed the addition of a very important slide. That slides covers the top three marketing strategies you should be using to dominate your local tax resolution market. Namely, those three strategies are:

  1. Referrals from other service professionals.
  2. Local authority positioning.
  3. Tax lien marketing.

If you missed the most recent presentation of that material, you can watch the replay here.

During the next 30 days, we will revisit these three themes in particular via the daily challenge tasks. Also, I will be putting together some bonus resources for Premium members to help with the challenge tasks. I will place those all on one page for convenience, located here (if you’re not a Premium member yet, click here for info).

Day 1 Challenge Task

At the core of being able to receive referrals from other service professionals is, well, getting to know other service professionals. Real estate agents, mortgage brokers, bank loan officers, bankruptcy attorneys, divorce attorneys, estate attorneys, financial planners, insurance agents, even other tax professionals, are all potential referral sources for 1040 tax debt resolution work.

Your challenge today is an easy one, and it should take you all of 10 minutes or less. What I want you to do is pick one specific type of service professional, and reach out to at least 5 of them on LinkedIn. Send them a connection request with a personalized message saying that you’re looking to network and would like to connect.

Even better, invite them to lunch. Remember the old saying? “Never eat lunch alone.” Plenty of sales and marketing gurus would expand that to breakfast, brunch, lunch, high tea, dinner, and supper, meeting with a different potential referral source at each meal. As long as you don’t turn it into the “Heart Attack Marketing Plan”, it’s probably not a bad idea! 🙂

In your connection request, don’t even mention tax resolution. If you’re an attorney or CPA, mention that. If you’re an EA, don’t say “EA” — just say “federally licensed taxpayer representative” or something short to that effect (I discourage EAs from getting bogged down in the muck of explaining what we are, that’s a battle we already lost). Don’t mention tax resolution, per se, but just that you’re looking to network with other local service professionals within the broad financial and legal sphere.

That’s it. That’s your entire challenge for Day 1. Nice and easy!

Drop me a quick note to let me know you finished today’s task. There’s a wee bit of psychological reinforcement you’ll get from that which will help you develop marketing as a habit. And don’t forget that’s the purpose of this exercise: To help you develop the habit of doing marketing every day.

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