Tax Season Sales Playbook
The Value Adds up!
This guide is designed to help your agent partners generate leads during tax season. It contains the following:
- 4 Phone Scripts
- 1 Email Template
- 1 Sharable article
We custom brand your PDF and limit availability in each territory. You are delivered a secure PDF by email within 48 hours. Check out a full preview of our Tax Season Guide.
Purchase includes full license to redistribute and incorporate your branded guide into your print, email, and digital marketing campaigns.
Want to learn more? Schedule a call with Nick, our sales representative!