VIP List Strategy: Lead Generation Playbook

Turn your preseason marketing into measurable results with the VIP Client Reservation Funnel Playbook. This step-by-step guide shows you exactly how to transform your “Reserve Your Spot as a VIP Client” form into a high-converting funnel that builds anticipation, tracks effectiveness, and fills your calendar before tax season even starts.

Inside, you’ll learn how to:

• Map your form questions to results — every field tied to Mailchimp merge fields, tags, and segments.

• Automate your nurture journey — instantly add VIPs into Mailchimp with Zapier (Jotform or Cognito → Mailchimp).

• Track what works — measure which posts, ads, and platforms drive real VIP reservations and funded returns.

• Run VIP journeys with confidence — nurture clients from “reservation” to “funded return” with prebuilt email/SMS workflows.

• Optimize and scale — use UTMs, weekly scoreboards, and creative testing to know exactly where to focus your energy.

This playbook includes:
✅ Pre-season content strategy
✅ Question-to-automation mapping table
✅ Full Zapier automation setup (Jotform & Cognito examples)
✅ Mailchimp journey breakdown
✅ Templates for posts, CTAs, thank-you pages, welcome emails, and SMS messages

Whether you’re an experienced tax pro or just starting out, this guide makes sure every preseason post has a clear ROI — helping you book appointments early, retain clients, and grow your revenue.

Perfect For:

• Tax professionals preparing for season

• Service bureau owners training their teams

• Anyone wanting to turn followers into loyal clients

Format:

Digital PDF Download — instant access after purchase.