Every business needs a strong foundation — here’s how to build it right from the start. Choose a brandable business name that gives you room to grow. Think big and flexible, like Smitty Wealth Enterprises LLC. Check availability with your Secretary of State before filing. Secure a professional business address — not your home. Use a virtual address or registered agent to stay compliant and protect your privacy. Regus is a great option for hosting your address and mail. Get a toll-free business number to look legit and boost trust. Numbers starting with 800, 888, or 877 signal professionalism and help with vendor approvals. Kall8.com makes it simple. Claim your online real estate with a domain, website, and business email. Buy your domain from GoDaddy, build your site on Wix, and set up a custom email through Google Workspace. Your online presence tells lenders and clients you mean business. File your LLC or Corporation with your Secretary of State. You can do it yourself or use a done-for-you service like LegalZoom or Incfile if you want it handled for you. Apply for your EIN (your business’s Social Security Number) and your D-U-N-S Number from Dun & Bradstreet. Both are free and essential for taxes, funding, and business credit. Open a business checking and savings account to separate your money and stay audit-ready. Keeping business and personal finances separate builds credibility with lenders. Establish accounts with three types of banks — a national, regional, and credit union. Different banks offer different perks, relationships, and lending opportunities. Set up your Google Business Profile so you show up on Google Maps and search results. Add your logo, hours, photos, and start collecting reviews — they’re gold for building trust and visibility. Focus on compliance, credibility, and capital — in that order. Once your foundation is solid, you’re ready to build business credit and scale like a pro.

💡 WEEK 3 RECAP: Marketing That Moves Clients, Not Just Likes 💡 We’re halfway through the 8-week training, and this week was all about visibility, strategy, and execution. If you want clients this season, the game plan we covered is exactly how to get them 👇 🚀 This Week’s Focus: Turning your marketing from random posts into client-attracting machines. 🧠 Key Highlights: - We celebrated real wins — like Dominique turning TikTok into her client magnet and Qwauntayvia networking her way through community events. 👏 - I introduced AI tools like ChatGPT (for content & video scripts) and Otter (for note-taking and transcripts) to help you save time and stay consistent. - We dug into social media strategy — from checking for Instagram shadowbans to switching to creator accounts for better reach. - I reminded everyone: Your content should call people to action. Don’t just post to post — post to convert. - We ended with one of the most important lessons: find your niche. Talk to someone, not everyone. 🎯 Your Homework: 1. Use ChatGPT to create 3 posts or videos targeting your niche. 2. Engage with 10 new potential clients this week. 3. Track your growth and note what’s working (and what’s not). 🔥 Big Goal Reminder: Each of you should be on track to lock in 30 clients by tax season. That means applying at least half of what we teach — consistently. Drop your favorite takeaway from this week below 👇 — or tell us one marketing move you’re committed to trying before next Monday. We’re halfway through the 8-week training, and this week was all about visibility, strategy, and execution. If you want clients this season, the game plan we covered is exactly how to get them 👇 🚀 This Week’s Focus: Turning your marketing from random posts into client-attracting machines. 🧠 Key Highlights: - We celebrated real wins — like Dominique turning TikTok into her client magnet and Qwauntayvia networking her way through community events. 👏 - I introduced AI tools like ChatGPT (for content & video scripts) and Otter (for note-taking and transcripts) to help you save time and stay consistent. - We dug into social media strategy — from checking for Instagram shadowbans to switching to creator accounts for better reach. - I reminded everyone: Your content should call people to action. Don’t just post to post — post to convert. - We ended with one of the most important lessons: find your niche. Talk to someone, not everyone.

We went in this week, y’all. Here’s the quick rundown (and some gems you might’ve missed): 🧠 Communication + Systems First We found out a lot of people weren’t getting meeting recaps — so I’m building a shared Google Drive with all replays, notes, and links. No excuses. Everything you need will live there. 💻 Tools That’ll Save You HOURS - ChatGPT → for profile makeovers, writing your bios, and generating marketing ideas. - Otter.ai → for automatic meeting transcriptions so you never miss key details. - Eventbrite → to find local community events where you can show up in person and get your name out there. 📱 Profile = Your Digital Billboard I challenged everyone to update their social media bios. Your profile should instantly tell people who you help and what you do. If it doesn’t, fix it. 🏡 Offline Marketing = Untapped Money We’re stepping outside the internet bubble. Be the “mayor” of your neighborhood — show up at barber shops, daycares, salons, local gyms, Chamber of Commerce mixers… anywhere your ideal clients hang out. 🎯 Homework - Meet 5 new local contacts - Pitch 2 partnership opportunities - Plan one community event (yes, even something fun like Money Smart Kids Day) ✨ Next Week: We’re diving into lead magnets, incentives, and AI content creation — real tools to turn traffic into tax clients. Drop your biggest takeaway below 👇 — and if you didn’t attend live, check the recap folder in the Drive.

Hey boo—glad you made it. This space is where we get smart, get systems, and get paid. No fluff, no ego, just results. Step 1: Say hello (in the comments below) Name: City/State: Biggest strength: Biggest growth area: What you do now: #1 money goal for the next 90 days: What you want from this community (be specific): Copy/paste this, fill it in, and post it so we can plug you into the right game plan: Step 2: Watch the Welcome Video It’s pinned. Two minutes of direction that’ll save you two months of confusion. Step 3: Grab the Skool App Download the app on your phone so you don’t miss trainings, drops, or wins. Step 4: Quick Tips to Get Paid Faster 1. Classroom first. Start with the Welcome lesson, then work through the rest in order. 2. Get Rich Gems. Hit that tab and binge the posts—fast, practical plays. 3. Search before you ask. Type keywords—somebody’s probably asked it already. 4. Still stuck? Use the Questions tab so the community (and I) can answer once for everyone. 5. Explore everything. Tabs, videos, resources—click around and get familiar. 6. Turn on notifications. Money moves don’t wait. House Rules (simple & non-negotiable) - No spam. Share wins, value, and real questions—save pitches for approved threads. - Be coachable. Try the play before you argue the play. - Receipts > opinions. Show your numbers, your screenshots, your results. - Respect the room. We build each other up here. Your Starting Lineup (do this next) - Comment “I’m in” with your intro template. - Watch the Welcome lesson in the Classroom. - Pick your first path (Credit • Funding • Tax). - Set a 90-day money goal and post it under Wins & Accountability. You’re here now—let’s make it count. Period.

Week 1: Clean your profiles. Build your list. Set your targets. Team, we start Monday at 8pm ET. Zoom: Zoom LinkThis week is not theory—it’s setup and action: What we’re doing - Fix your social profiles (IG/FB/TikTok/LinkedIn): bio, link-in-bio, highlights, pinned posts. - Lock your target market (pick 1–2: families w/ dependents, rideshare/1099, new LLCs, college families, renters → buyers). - How to market daily: 2 reels, 2 carousels, 1 story sequence, 25 warm DMs, 5 partner touches. - Build your list: launch your Google Form → auto-pipe into GHL → instant thank-you + booking prompt. - Set goals that we actually track. Your CTAs - Lead Form (fill your list): {{agent.lead.form.url}} - Booking Link (have this ready in class): {{booking.link}} - KPI Form (due Sun 8 PM ET): {{kpi.form.url}} Week-1 Targets (minimums) - 50 new leads • 10 bookings • 6 shows • 3 paid consults/deposits • 2 partner spots Rules - Show up on time, camera on. - If you miss class: 48 hours to watch replay + pass the quiz (85%+). - We follow IRS due-diligence. No promises, clean files only. If you want shortcuts and sloppy files—this ain’t your class. If you want speed, accuracy, and a full calendar, welcome home. 💚 — Tanya “Tanya Gets You Paid™” Wells 0