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7 contributions to Carlos | Tax Debt Detective HQ
Plan of Action
HI Carlos, thanks for all of the marketing wisdom you've provided. Here's what im looking for - Let's say im new to tax resolution. How would you advise me to market myself? What's the step-by-step marketing plan of action you would put in place? You have so many great ideas but Im having a hard time seeing the big picture. How would I implenet all of your ideas into a marketing plan?
0 likes • Nov '25
@Carlos Samaniego Thanks, Carlos. This is helpful.
0 likes • 11d
@Carlos Samaniego Question on this: You mention the sales funnel. You have the lead magnet. Understood. Presumably you get people to click on a link to get the lead magnet and on that landing page, you ask for their name, email, etc. in order to for them to get the lead magnet. Understood. Then you mention the consultation offer. That's a separate page, correct? In your case I assume that's the taxdebttriage page. How and where does the consultation offer fit into the sales funnel? @Andrew Samaniego
Tech Stack?
Hey Everyone, Curious, what does everyone tech stack look like for marketing and resolution? For example: 1. Lead pages- landing page 2. Mailchimp- email marketing 3. Calendly- Scheduler 4. CRM- Taxdome 5. Transcript analysis- THS 6. Resolution software- pitbull 7. Reviews-nice job 8. Phone- google voice Is there any systems that you would like to learn, in order to merge/lower cost?
0 likes • Jan 29
1. Lead pages, 2. Mailchimp (because it's compatible with squarespace), 3. Calendly for scheduling, 4. IRS logics - for resolution clients, 5. THS for transcript analysis, 6. Canopy for Resolution Software, 7. I just send them the good review link for reviews. 8. Phone - Zoom Meaning generally I use the same as you. What about marketing tools? Whats @Andrew Samaniego @Carlos Samaniego tech stack for marketing?
0 likes • Jan 29
lol, ok. Thanks for the tip on gohighlevel.
Social Media
@Carlos Samaniego If you were to pick one social media to start with, what would it be? And would you shoot videos for youtube and then use software to create shorter videos for social media?
AI for MultiStep Marketing Campaigns
@Carlos Samaniego Are you still using Manus for multistep marketing campaigns?
Quick Update — Life Got in the Way Today
I meant to launch this today… but life had other plans.Client fires, calls, chaos — the Tax Underworld never sleeps. So here’s what I’m doing: I’m launching it tomorrow… on my birthday. And the whole focus is simple: Helping you OWN your business assets instead of letting software platforms own them. I’m opening it to 15 people, and you all get first crack before it goes public. Details drop tomorrow. —Carlos
1 like • Dec '25
@Carlos Samaniego Did this happen!?!?!
1-7 of 7
Stephen Weisberg
2
14points to level up
@stephen-weisberg-5381
Tax Attorney

Active 4d ago
Joined Nov 6, 2025