Lead Generation Matrix Setup Checklist

Put some thought into this.

By Jassen Bowman
Tax Resolution Systems

Your lead generation matrix outlines the specific tools that you will use to achieve your goals, as determined from completing the goals worksheet and/or completing the future narrative exercise.

MORE ON TAX RESOLUTION: Process Communications Efficiently | Measure Your Business Metrics | Checklists for Tax Resolution Sales | Overcome Objections in 7 Steps | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The lead generation matrix defines the exact lead generation mailers, Internet marketing methods, email sequences, etc. that you’ll use to generate new leads. This checklist provides a basic guideline for going through the process.

Already a PRO Member? Click Here to Login & Continue Reading →

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

24-HOUR DAY-PASS

One-Time, $12.99
Best for occasional use.

CLICK HERE
FOR
INSTANT ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

Jassen Bowman

Jassen Bowman EA

About the Author

Jassen Bowman is an Enrolled Agent who spent eight years exclusively representing taxpayers who owe back taxes to the IRS.

 

He has presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm.

Boman is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ.

In his free time, Jassen is an ice dancer and figure skating test judge.

 

Click here for more by Jassen Bowman