VIP Client List Masterclass REPLAY Your business stays in their

Your business stays in their face all season

✅ Retention & Revenue Growth Focus (client check-ins

✔ Instant digital download✔ Professionally written✔ Ready for PDF use✔ Can be branded for your firm

This product supports due diligence compliance but does not replace professional judgment or IRS regulations

Setting up and managing client payment plans directly through your account

VIP Client List Masterclass REPLAY Your business stays in theirStop guessing which marketing posts actually work. In this live masterclass, youll 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. Youll 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