Upsell Into More Profits

FAQ

• Where can I review the demo site?

  Click here and engage with the demo site as much as you want.

  When you enter your email address, you'll get a sample copy of the quarterly guide and email series.

   

• Any chance you offer exclusivity?

  Yes, we agree that limiting the number of tax advisors who get access to the system is necessary to keep quality, effectiveness, and local demand for your services at full throttle.
  
  Only a limited number of firms and agencies can access this powerful asset.
  
  You can apply now before a competitor grabs exclusivity in your territory.

• Is it really this easy to raise my perceived value with clients?

  Yes, when Einstein said, "Simplicity is genius," it's because of the deep work it takes to make a complex system easy to interact with.
  
  We're confident this will be the easiest of all the sales, marketing, and accounting systems you currently have.

  We incorporate lifestyle, luxury, success, and experiences to activate a desire for change, a yearning for more, and a need for help that easily leads them to your virtual front door.

  You're welcome.

• Who responds best to this experience?

  If your clients are success-driven affluent individuals, entrepreneurs, consultants, coaches, small business owners, real estate agents, health and wellness professionals, hospitality, restaurant, travel, tourism, entertainment, and creative agency owners, they are likely to have the highest engagement.

• What happens if clients go directly to Alt Tax site?

  We thought of that too!

  They will be redirected back to you.
  
  Clients and referrals can only sign up for the Alt Tax quarterly guide on your firm's dedicated site.
  
  This tax professional-only service ensures that value is always directed to the advisor, eliminating competing interests.
  
  No one on our team is an enrolled agent or competitor of your firm. We're your allies.

• How complex is the onboarding process?

  Actually, it's easy and quick.
  
  To get onboarded, we'll schedule up to a 1-hour Zoom meeting to...
  
  - Activate the email automation technology that sends the quarterly guide and emails.
  
  - Grant access to your email list and brand logo from your secure document portal.
  
  - Confirm your online meeting calendar link so clients and referrals can book a meeting with you to move towards their goals. (Calendly, Keap, Hubspot, Etc.)
  
  That's it!

  From there, we'll have everything we need from you to finish setting up the back end to activate your automated upsell system quickly.

• The content in the quarterly guide and emails are great! Can I share this online?

  Thank you!
  
  We're experts at crafting direct response content and messages designed to get your clients and referrals to take action.

  To ensure effective results, sharing content online is not allowed.
  
  This is a first-class asset, not a freebie. 
  The goal is to activate clients and referrals to engage with you.
  
  This content is not meant for the public to see unless they sign up on your list.
  
  No sign up. No access. 
  
  We will provide several social media graphics that you can post to alert your network that the next guide is out.
  
  We also encourage you to include the link to your gateway on your website and social profiles so that online visitors can easily join your email list.
  
  This is about smart, strategic growth. Profits are at stake.
  
  Unfortunately, anyone who disregards this will be permanently banned from the membership and off-boarded, as it jeopardizes the integrity of the asset.

• What if I want a custom campaign for a specific niche, service, or product that I'm launching?

  Indeed, some of our clients want to use our direct response copywriting expertise for premium value offers and services. 

  We offer this customized experience to a limited number of tax professionals, as it's a high-touch upgrade that includes strategy, research, development, and additional fees depending on the complexities of the campaign.
  
  Tax professionals who prefer custom content sell ultra-premium advisory services to high-net-worth individuals. They're going after big fees, which require a specialized campaign.
  
  Contact us if you're interested in exploring this option.

• Do you have any tools to help me if I'm not the best at sales conversations with clients?

  Yes, and you're not alone. 

  Many advisors need help upselling clients into premium services.

  They don't want to create any friction that would result in lost revenue, and they know selling is not their expertise.

  We created the 7 Questions To Unlock The Vault To More Recurring Revenue Toolkit for advisors who want to stress less and sell more.