Replay

Overview of workflows, social media (manychat) and AI assistant website help

📅 November 17, 2025 ⏳ We’re exactly 45 days away from the official tax-season kickoff. Let’s lean in. “Greatness isn’t built one season at a time it’s built every day in preparation for the opportunity you won’t miss.” 🎯Task for the Week: Map out your Preseason Visibility Plan: - Create 3 social posts targeting last-year clients and referrals. - Include one email or SMS automation reminding clients you’re gearing up and ready. - Update your intake form to reflect this year’s tax law changes (see below). 📜Example Post about New Tax Laws: “🧾 2025 Tax Law Update – Stay Ahead! • The Standard Deduction for 2025 has increased to approximately $15,950 (single) and $31,900 (married filing jointly). • The IRS has also expanded eligibility thresholds for the Earned Income Tax Credit (EITC) — more taxpayers may qualify this year. ➡️ If you filed last year or expect life changes (marriage, new kid, business start) — let’s review your status now so you’re ready. #TaxLawUpdate #TaxSeason2025” Let’s use these 69 days wisely. Stay visible. Stay compliant. Stay ready.

Let’s say you’re partnered under a tax company meaning you’re using their EFIN, brand name, and systems. Now imagine you start doing your own thing on the side: posting flyers with your personal logo, running ads under your name, or changing up the prices or process the main brand uses. 🗣️ Question for the room: Is that okay because you “bring in your own clients”? Or is that disrespecting the partnership and the brand you’re under? See… here’s why I’m asking 👇🏾 Partnerships only work when boundaries and respect are mutual. If you’re under someone’s system, that brand carries the risk, the compliance, and the reputation. But on the flip side, you still have your own goals and want to grow your name too. So where’s the line? At what point do independence and brand alignment clash — and how do you handle it the right way? Let’s hear your thoughts 👇🏾 Have you ever experienced this type of situation? How would you want it handled if it were your company?