Tax Pro Marketing Simplified Replay

 

TaxPro Marketing Simplified – Full Class Replay (Instant Access)

 

 

Learn the exact social media strategies that built a 700-client tax office — step-by-step, with receipts.

 

If you’ve ever wondered how top-performing tax pros stay booked, stay visible, and stay in demand all season long… this class is the playbook.

 

Inside this in-depth training, Tax Coach JayTee breaks down the full marketing system responsible for growing his tax office to 700+ clients in one season, using organic social media only. No ads. No gimmicks. Just strategy, psychology, consistency, and execution.

 

Whether you’re brand new or seasoned, this class teaches you EXACTLY what to post, how to post it, how to get in front of new audiences, and how to convert views into paying clients — without overwhelming yourself or looking “salesy.”

 

 

 

 

WHAT YOU’LL LEARN

 

 

 

✓ The Foundations: Building Trust & Visibility

 

 

• Why “like, know & trust” is the core of every conversion
• How to instantly shift your online presence into client-ready mode
• What to remove from your page ASAP to stop repelling clients

 

 

 

✓ Page Audit & First Impressions

 

 

• How to set up your profile so clients trust you in seconds
• What your cover photo, bio, pinned post, and profile picture MUST communicate
• Real examples of optimized vs. non-optimized tax pro profiles

 

 

 

✓ Getting in Front of NEW Audiences

 

 

• The groups you should be in as a tax pro (and what to do once you’re there)
• How to use engagement instead of flyers to build REAL warm leads
• The strategy JayTee used to grow a massive audience organically since 2017

 

 

 

✓ Content Strategy & Daily Posting Flow

 

 

• Exactly what to post in the morning to boost your algorithm
• What NOT to post early in the day if you want conversions
• Motivation → Engagement → Conversion: the daily flow explained
• JayTee’s top IG pages to pull motivational content from (and how to remix it)

 

 

 

✓ High-Converting Content Types

 

 

Breakdowns + examples for:

 

• Behind-the-scenes content
• Client storytelling
• Tax quotes
• “Bait quotes” (and how to use them ethically + effectively)
• Giveaways & incentives
• Cash advance marketing
• Lifestyle / relatable content
• Story-based marketing that stops the scroll

 

 

 

✓ Facebook & IG Stories Strategy

 

 

• Why stories convert BETTER than your feed
• How JayTee turns simple daily moments into nonstop client inquiries
• What to post in stories every day during tax season

 

 

 

✓ Giveaways, Incentives & Email Boosters

 

 

• How to run giveaways that actually convert (without wasting money)
• Low-budget prize ideas that still move people
• The $25 email strategy that generates 20–30+ new posts + new clients
• How to use FOMO correctly in tax season marketing

 

 

 

BONUS: Using Free Vacations & Cruises as Incentives

 

 

• How the incentives actually work
• Why they help you build urgency + loyalty
• How to explain them so clients understand the value

 

 

 

 

 

WHO THIS TRAINING IS FOR

 

 

This class is for tax pros who:

 

• Struggle with staying consistent online
• Don’t know what to post
• Feel like their content isn’t converting
• Want to increase visibility before January
• Want to dominate their city with organic marketing
• Are ready to stop guessing and follow a proven system

 

 

 

 

 

WHAT YOU’LL WALK AWAY WITH

 

 

• A full step-by-step posting blueprint
• A clear content plan you can start using TODAY
• A polished Facebook presence that builds instant trust
• Strategies to grow your audience all year long
• Real examples from JayTee’s 700-client season
• Marketing psychology tailored SPECIFICALLY for tax pros

 

 

 

 

 

INCLUDES

 

 

✔ Full video replay

✔ Lifetime access

✔ Worksheets & implementation steps

✔ Real examples, scripts, and breakdowns

✔ Actionable homework to apply immediately

 

 

 

 

RESULTS YOU CAN EXPECT

 

 

After implementing the strategies in this class, tax pros consistently report:

 

• Higher engagement
• More messages + inquiries
• Faster conversions
• More return clients
• A bigger + warmer audience
• Stronger visibility during pre-season and tax season

 

 

 

 

 

THIS IS YOUR SIGN TO STOP POSTING RANDOMLY AND START MARKETING WITH INTENTION.

 

 

Turn your social media into a client-generating machine — just like JayTee teaches in this class.