The Complete 30-Day 941 Tax Resolution Marketing Challenge, All On One Page

Many readers have requested that I consolidate links to all 30 days of the 941 Tax Resolution Marketing Challenge on to one page so that it’s easier to find them all.

Well, here they are! Indexed by day and the general category of each challenge task.

These 30-day marketing challenges consist of steps that help you set up your marketing systems. This is the polar opposite of a Daily Marketing Checklist, which is helpful once you have marketing systems already created.

Also bear in mind that a task list such as this doesn’t have to be completed in order, or in it’s entirety. There sure to be a bunch of things on here you just refuse to do — kind of like me with social media and being on camera, it just ain’t gonna happen. If that’s the case, then just pick the 10 or 15 tasks that you are willing to commit to, and add them as recurring tasks on your calendar. Heck, double up and do two a day once you get going. Or, got totally wackadoodle crazy and do FIVE a day, since so many of them are pretty quick once you actually do them a couple times.

In other words, this isn’t just a one-shot, 30-day challenge. You can use these challenge tasks in a variety of different to support your practice goals.

Without further ado…

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941 Marketing Challenge Day 30

You made it.

Day 30.

Pat yourself on the back, my friend.

Over the course of the past thirty days, even if you haven’t completed all the tasks, you’ve accomplished more to move your practice forward than 99% of your colleagues in private practice.

I want you to reflect upon this accomplishment. Soak it up. Feel free to be a little smug about it, even!

With that smug sense of satisfaction in hand, let’s move on to today’s challenge task: Creating your new Daily/Weekly Marketing Checklist.

During this challenge, you’ve surely seen tasks that you thumbed your nose at. You may have seen tasks that gave you so much anxiety that you would never touch them with a ten foot pole. But hopefully, you also saw tasks that you had fun with, that you were excited to engage in. All the tactics work, but there’s a broad continuum of the marketing tasks that you are and are not willing to do on a regular basis.

For example, I hate being on camera. Absolutely despise it. You can count on one hand the number of on-camera appearances I’ve made on my various YouTube channels, and I also rarely post to those channels. I know that I should do more with YouTube, but I just can’t get over my abhorrence to being on camera. As such, video marketing just isn’t a regular part of my marketing matrix.

You need to be honest with yourself about what you’re willing to do on a consistent basis. This is part of the business success process that most “gurus” either don’t understand or intentionally gloss over, but it’s a vitally important part of the equation.

So today, I want you to reflect back upon the tasks in this 30-day tax resolution marketing challenge. Catalog them all, and assign them one of three markers. Perhaps mark them as either coolio, meh, or nope. Or maybe use loved it!, so-so, or that sucked!. Yes, no, maybe probably also works. Whatever terminology floats your dinghy.

After assigning these “tags”, take the tasks that you were fondest about, the love it! list, and write them out together.

Congratulations, comrade, you just wrote a marketing checklist.

Some tasks are best suited to a weekly schedule, whereas some can be done daily. Assign the weekly tasks to a day each week on your calendar. Enter … Continue reading

941 Marketing Challenge Day 29

At the very end of 2013, I made a significant change to how I sold my IRS Collection representation services.

It was a change that forever altered how I approached tax resolution clients.

In short, I stopped selling the service on a 1:1 basis, and started implementing what is called one to many selling.

Instead of scheduling one-on-one consultations that soaked up time I wasn’t getting paid for, I moved to a webinar-based sales process. I started doing weekly webinars for business owners that had tax debt problems. I was running Facebook ads, doing direct mail, and directing inbound leads from my book and other sources to a webinar registration page. Instead of a special report download, I started offering live education to consumers to make them aware of their options. On these webinars, I would offer attendees a low-cost research and analysis service, from which I would upsell them to full service representation. I called this the split sales model, since it split the process of account research and financial analysis away from the full representation process.

This is an example of a process that improves efficiency and profitability.

It’s also a process that I think tax resolution practitioners should all give a try.

This is a more complicated process than most of the things we’ve discussed over the course of this month, but it’s transformative if you start doing it.

To make it work, you simply need a webinar platform, a presentation, and to start directing your lead flow to the webinar registration.

For purposes of direct to consumer webinars, I recommend using Zoom. It’s affordable, simple to use, and for folks that are likely to attend a webinar, they’ve probably used the platform before.

So here’s your challenge for today:

  1. Sign up for a basic webinar account with Zoom (or use whatever you already have if you have something else).
  2. Pick an evening or a weekend afternoon about two weeks from now, and schedule a webinar.
  3. Create your registration page with the webinar provider’s system.
  4. Email your lead list, post on social media, post on your blog, post a video, etc — incorporating all the 941 marketing channels you’ve created over the past month — and get word out about your webinar.
  5. Present a webinar on your scheduled date, educating attendees about the basic tax resolution options and offering them a low-cost Investigation of Liability (marketing term) service.

This … Continue reading