💥 RECAP: This Week’s Tax Team Training — Marketing That Actually Works 💥

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.

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