VIP Client List Masterclass REPLAY

Stop guessing which marketing posts actually work. In this live masterclass, you’ll learn how to turn your “Reserve Your Spot as a VIP Client” form into a fully automated funnel that fills your tax calendar before the season even begins.

You’ll discover how to:

• Build the perfect VIP form — ask the right questions to segment, track, and convert.
• Map form fields to automation — every answer becomes a tag, segment, or trigger inside Mailchimp.
• Set up automation step-by-step — connect Jotform or Cognito Forms to Mailchimp with Zapier so VIPs flow straight into your nurture list.
• Launch a pre-season content plan — post strategies, CTAs, and UTM tracking that show which posts bring in paying clients.
• Run proven nurture journeys — email + SMS templates that turn early reservations into booked appointments and funded returns.
• Measure what matters — weekly scoreboards and tracking systems that show ROI in real time.

This masterclass includes:

✅ REPLAY

✅ Replay access (limited time)

✅ VIP Funnel Workbook (checklists, templates, automation screenshots)

✅ Pre-written email and SMS examples

Perfect For:

• Tax professionals who want a full calendar before January
• Service bureau owners building systems for their teams
• Business owners who need automation and measurable results