Tax Analysis Meeting
M1: TAM30-minute intro call · Sell $2,500 analysis
Introduction & Rapport
Build connection, understand their business
Pain Point Discovery
How much did you pay in taxes last year? How did that feel?
Platform Overview
Explain the 435 strategies, AuditArmor™ compliance
Qualification Check
$250K+ liability, entity type, real estate ownership
Close: $2,500 Analysis
Present guarantee: full refund if < $25K savings found
"Thanks for taking the time today. Before we dive in, I'd love to hear about your business and what's working well for you right now."
"When you looked at your tax return last year, what was that number? How did it make you feel knowing that much went to taxes instead of staying in your business?"
"Based on what you've told me, I'm confident we can find significant savings. The analysis is $2,500, and if we don't identify at least $25,000 in savings, you get a full refund. Can we get started?"