Social Media Marketing 101

More leads. Better clients. Less chaos.

This is a digital playbook for tax firm owners who want to grow without burning out. Inside, you’ll install a simple operating system that supports consistent lead flow, confident sales conversations, and delivery that doesn’t rely on you.

Inside this booklet, you’ll build:

• A lead engine you can repeat every month

• A follow-up system that turns inquiries into consults

• A consult framework that increases close rate and average fee

• An onboarding + delivery approach that reduces last-minute fires

• A practical SOP starter method so training becomes faster and easier

You’ll love this if:

• Your leads are inconsistent

• Consults feel unstructured

• Your team asks you the same questions every week

• You’re growing—but it’s costing you time