VIP Client List Masterclass REPLAY

Stop guessing which marketing posts actually work. In this live masterclass, you’ll 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.   You’ll 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 step-by-step — connect Jotform or Cognito Forms to Mailchimp with Zapier so VIPs flow straight into your nurture list. Launch a pre-season content plan — post strategies, CTAs, and UTM tracking that show which posts bring in paying clients. Run proven nurture journeys — email + SMS templates that turn early reservations into booked appointments and funded returns. Measure what matters — weekly scoreboards and tracking systems that show ROI in real time. This masterclass includes:   ✅ REPLAY ✅ Replay access (limited time) ✅ VIP Funnel Workbook (checklists, templates, automation screenshots) ✅ Pre-written email and SMS examples Perfect For:     Tax professionals who want a full calendar before January Service bureau owners building systems for their teams Business owners who need automation and measurable results