Attention: Tax Professionals / Accountants / CFOs / Bookkeepers who want to grow their CLIENT List without CHASING FB Leads!
How I Generated 444 Signed 8821s in 30 Days from Cold Traffic Online.
Look I know that sounds like complete Bullshit.
Listen, you might be thinking Ben, this sounds like crap how the hell is any of this possible for a guy who 1.5 years ago wasn’t even in the tax business?
Well, give me a few minutes, and let me explain myself.
I’m not talking about 444 Facebook Lead Forms.
I’m not talking about 444 “Consulting Calls”
In fact, I’ve only spoken to the leads who have called in and wanted to purchase additional products from me. But that’s beside the point.
Look, this was for a brand new company.
Brand new Advertising account.
If you’re buying FB Lead Form Ads, I’m sure you’re frustrated.
- Frustrated with chasing leads.
- Frustrated with paying for leads with bad emails.
- Frustrated with paying with bad phone numbers.
- Frustrated with constant no shows on your bookings.
- Frustrated with your closing rate, after you spend time putting a proposal together.
Look, my leads and wannabe clients are calling me begging for help.
Listen, this isn’t some off-the-shelf sales funnel offered by those “guru” or marketing agency wannabes.
Listen, I don’t want to be a marketing agency.
I got no interest in even selling you a marketing course so you can copy what “learn” what or how I’ve built this system.
My goal is to provide 1 billion dollars in tax credits back to people and this is where I need your help.
Remember this to I’ll come back to this goal in a minute. It will explain why you’re even reading this page.
8 Months to get here and a million dollar mistake...
The process I’ve created over the last 8 months convert leads into buyers usually within 15 days, and it’s fully automated.
I started building this process in January 2024 and I didn’t really know what I was doing.
I was making a lot of mistakes.
But I was able to generate $7 Million in invoices within 4 months because of the Client Acquisition System.
Yes, that’s right $7 Million in invoices, that was 17,456 clients generated in roughly 4 months.
I had no idea what I was doing.
My systems had problems.
My customer support team was getting frustrated by the day.
Damn, I was still using Stripe, and when we crossed $200,000 they sent us that fun email about how they are terminating our account because of “high risk”.
That morning, was one of the many mornings I’d wake up crying because I was so tired of dealing with the constant wall of problems.
So I turned off all the ads.
I stopped what I was doing.
I knew that to continue to do this business I had to rebuilt the systems to solve all the problems for good.
It’s hard to solve the problems of the business when you have over 1,000 clients a week knocking on your doors.
I was tired of the stress of building this boat while it felt like we were sinking.
This meant spending another $287,000 on top of the existing $345,800.00 I had already spent to remove the problems for good.
It took be another 60 days but now the Client Acquisition System is once again working and printing clients.
I learned a lot over the last 6 months and was going to take the time to rebuild the Client Acquisition System correctly.
Now I attract leads who purchase our first product anywhere from $99 to $2,000 automatically within the first 20 days of becoming a lead.
Not All Leads are the same.
Our Leads complete the Intake questionnaire PLUS E-sign the 8821 so we can pull their transcripts and much more.
I do not consider FB Lead Forms to be good leads. Let me explain what I consider a lead.
Old Way |
Client Acquisition System New Way |
| Old / Inaccurate Emails | Fully Executed & Filed 8821 |
| Inaccurate Phone Numbers | Get Access to All IRS Data 2014 to 2027 |
| Expensive Leads | ID Validation + Liveness Check |
| Chasing Leads | Verified Email Address |
| Leads Ghost You | Verified Phone Number |
| Leads Want Help | |
| Leads Will Call You Back! | |
| Lead Buys Automated Product | |
|
Automated 15-Day Education & Trust Engagement Funnel |
Look Full Transparency. This Client Acquisition System is NOT for everyone.
These clients are not all Fortune 500 companies wanting to buy your $2,500/month CFO package. Yet some of them will.
Yes, there are some broke people who don’t have the funds to buy but still want thelp. But you have leads like this with all campaigns.
Yes, some leads will ghost you and not respond.
These leads and clients are self-employed, 1099, gig workers who want help.
One of the benefits of the Client Acquisition System is that it generates a lot of referrals because you are providing instant value and help to people up front.
DISCLAIMER: THIS IS NOT A SALES FUNNEL TO GENERATE 5-25 GOOD CLIENTS A MONTH.
This funnel has been designed to generate 100s and 1,000s of potential leads and clients per month.
Look, I’m not saying that you will or even want to work with all of these leads or clients.
But the way I have designed the Client Acquisition System is that these clients provide me with their signed 8821 where I can get all of their information.
Automatically analyze their situation and present them with an offer to become a client within the first 15 days.
The Client Acquisition System has been designed to create an ocean of leads and clients that you can continue to harvest week after week.
Without having to buy advertising again.
I did this because research shows that if you can deliver massive value to your leads or clients quickly then you increase trust, rapport, and referrals.
DISCLAIMER: If you do not see the value in having a list of 500-5,000 clients that you can continue mine for gold then this is not for you.
Here is what most people are doing with their advertising… And it’s not really working!
- You want to deliver value and that takes time, so you offer some type of strategy call.
- But why are you offering strategy calls with your time when you don’t have all the information you need from clients?
- You spend hours chasing leads to get a “call booked.”
- You spend hours chasing the clients for documents.
- You spend hours chasing the IRS for transcripts, and data.
- You spend hours analyzing these transcripts.
- You spend hours preparing documents for a presentation.
- You chase the client to “schedule a presentation call”.
You present to the client only to have their eyes glaze over because you are speaking about money, bills, math, and taxes. You know all of the things your clients LOVE to talk about.
So here’s what I did.
Look, I’m going to lay out everything that I did and you can copy it and do it yourself if you want.
But I can promise you that you’ll get 10x closer to success if you leverage what I’ve done rather than rebuild it yourself.
Plus with all of these tax credits, there’s an expiring time window you’re fighting against.
I wanted to find a tax credit that I could get for people to build trust, rapport, and respect quickly.
Something that I could automate the entire process of intake, 8821 e-signing, transcript analysis, presentation of the offer to the client, and even the invoicing and purchasing process.
I knew I didn’t want to have to present a unique offer to people each time. I wanted to present the same offer in an automated fashion so I could scale it.
This is where the Self-Employed Tax Credit for Sick and Family Leave comes in.
Before you dismiss me. Give me 5 minutes to hear me out. Then you can tell me how stupid I am.
So here’s what I did.
Client Acquisition System
Remember this process is 100% Automated and operates without your input.
How many of your leads provide you with a completed 8821 within 15 minutes of them completing their FB Lead Form opt-in?
Remember, I said Not All Leads Same.
This is why we automatically classify the leads into different tiers. This is based on the action a lead has taken to not take as part of the Client Acquisition System.
Lead Tier 1 | Lead Tier 2 | Lead Tier 3 |
Name Email | Name Email | Name Email Validated Drivers License |
This is where these leads come from:
Now, let me break down the numbers for the last 30 days. After I do this you can tell me how stupid I am for implementing this type of funnel to grow my company.
Remember when I said it was upsell heaven and you can continue to mine these leads for gold?
Well, let me show you just some of the possibilities for upselling.
One of the big opportunities is Tax Debt Services.
Here is a sample of the tax debt that only 20 of the 976 leads have.
If you can’t understand the passive sales opportunity created by these leads then this opportunity is not for you!
Look, if you had 976 NEW Deals each month how would your business be different?
So here is my offer.
I want to generate $1 Billion in Tax Credits before April 2025.
My options to achieve this goal work as follows:
- I can continue to Quadruple my current business each month.
- I can raise capital from investors.
- I can license the Client Acquisition System to others who want to grow their business.
Yes, I can continue growing my business as it is each month.
But I won’t achieve my goal before April 2025.
Therefore that’s really not an option.
Option #2 requires me to deal with investors and get on a pitch circuit and I don’t want to waste my time to do this.
Option #3 Allows me to empower a select group of people who are serious about growing their business.
This would then also allow us to expand into new opportunities with this group over the next few years. Therefore unlocking additional billion-dollar opportunities.
Look, don’t take this if you don’t want your own ocean of clients.
If you only want 10-20 qualified leads per month, then this is NOT FOR YOU!
Right now we have a window of opportunity to build your own ocean of clients.
And the ocean of clients that will allow you to continue to mine for gold without having to buy more advertising.
This is why you want to generate and ocean of 1,000, 5,000, 10,000, and 50,000 clients right now.
Because come April this Client Acquisition funnel stops flowing.
By April 2025 I’m certain I’ll have version 3 of this system as a replacement.
But by then it won’t really matter if I don’t because I’ll have an ocean of leads that I can harvest for the next few years.
Look, to date, I’ve generated 23,745 leads via this system.
It’s taken me 8 months to optimize and automate the Client Acquisition System.
Our team continues to update this system every single week. Constantly optimizing the conversions at each stage of the system.
One of the opportunities we have started to capitalize on is the translation of our entire business system into other languages.
So what’s my offer to you?
I’ll license the entire Client Acquisition System to you and provide you with 8821 clients each month along with profit sharing our SETC product offer with you.
You’ll have your own dedicated Client Acquisition System.
Not only will I clone your own Funnel and add you to the 8821’s.
My team will personally run all of the advertising each month to generate new leads and clients for you each month.
My team will close people into the SETC product offer and we will split this offer into 60% Automated Tax Credits and 40% you.
We’ll teach you how to complete the SETC product offer and show you how to use this offer to build trust, rapport, and respect with your leads so you can upsell your other products.
You’ll keep 100% of the product or service revenues that you sell your leads.
That’s right.
You’ll keep 100% of the product or service revenues that you sell your leads outside of the SETC product offer delivered by Automated Tax Credits.
Look I got no interest in running an Ads agency.
And because I’ve got no interest in running an advertising agency we will devote 100% of your monthly advertising budget to advertising.
Remember my goal is to generate 1 Billion Dollars in Tax Credits before April 2025.
My question is how much of these credits do you want?
My Team will generate Executed 8821 Leads for you each month, and you’ll be appointed on the 8821 forms, that our team will upload to the IRS for you.
So what’s the Client Acquisition System License cost?
Client Acquisition System License Setup Fee is $10,000 for the next 10 companies to purchase.
Then the Client Acquisition System License Setup Fee will increase to $25,000 for the next 50.
Then it will increase again to $50,000.
You must also commit to a monthly advertising budget with a 3-month minimum. You can increase the budgets but not decrease.
Based on your monthly advertising budget you’ll receive a minimum number of 8821 Tier #3 leads.
Yes, You’ll also receive the Tier #2 and Tier #1 leads as well!
This is what the monthly advertising budgets and 8821 Leads look like:
| Ad Budget | $2,500 | $5,000 | $10,000 | $25,000 | $50,000 |
| Leads | T3: 20 Minimum + T2 + T1 | T3: 40 Minimum + T2 + T1 | T3: 80 Minimum + T2 + T1 | T3: 200 Minimum + T2 + T1 | T3: 400 Minimum + T2 + T1 |
Look, it’s more than possible that our team will over deliver on your 8821 Clients each month. This is what we are playing for.
If we over-deliver on your 8821 Clients per month, you won’t pay anything more than your agreed advertising budget each month.
How can we do this?
It’s simple.
Because we are profit sharing the Automated Tax Credits SETC offer with you 60% us, 40% you. This is where we make our money.
Our goal is to complete 1 Billion in Tax Credits before April 2025.
So we make money by selling our SETC product offer which we are making you a partner in and this is what we profit share.
You get to keep 100% of all revenues you generate by selling other products or services to your client list.
Look, to date this Client Acquisition System has cost me over $500,000.00 to develop.
You can go do this yourself and I’m sure you can do better than me.
Or you can partner with me and I’ll license you the entire Client Acquisition System so you can generate 8821 Leads within the next 5 Business days!
Remember I’m increasing the licensing fee for the system after the next 10 people purchase.
If you are number 11 I’m sorry but I won’t be discounting the price.
I honestly believe you can generate an ROI from the leads and clients we generate for you within the next 12 months. You must be dead on the inside.
So what’s next?
- Hell Yes, I’m In!
Complete the application form using this URL and pay your deposit to lock in your price. We will have a call with you to get you activated within the next 5 business days. - Pay your deposit to lock in the price, then schedule your call to confirm this is for you. Use this link to schedule your call and pay your refundable $500 deposit.
- Schedule a Call with the Automated Tax Credits Team.
This does not lock in the discounted license price.
- Continue what you are doing and keep chasing those leads.
Frequently Asked Questions
Yes, you own the client 100% and will be an authorized party on the 8821 we file for the lead/client.
Yes, Automated Tax Credits will only sell the SETC offer to your client which we profit share 60% ATC / 40% You. These commissions are paid out on the 20th and 5th of each month.
Yes, you get to keep 100% of the revenues you generate from these leads and clients for any product, service, or referral you sell to these people outside of the SETC offer.
Yes, you will be provided with the lead/client data and you’ll be able to sync this into your CRM using our automation.
Yes, you will get daily/weekly emails updating you on the status of all of your leads/clients as they move through the Client Acquisition System.
Yes, once your payment clears with the Automated Tax Credits team, your Client Acquisition System will be active within 5 business days.
Yes, the Automated Tax Credits team will setup your landing pages, and provide you with forms you can embed on your website.
Yes, you can drive your own traffic to the SETC and we’ll split the profits the same.
Yes, you will get the Tier #3 Leads who signed the 8821 plus you will get the Tier #2 leads and Tier #1 leads that you can continue to market as you want for life.
Yes, you can personalize the email series that is sent to the leads, and clients during the 15 business days we are waiting for transcripts to arrive. The Automated Tax Credits team will personalize these emails with your offers.
Yes, the Automated Tax Credits team will provide you with a personalized digital clone from Autovidai.com as part of our program. This will allow you to automatically send personalized AI videos introducing yourself to these leads.
Yes, you will benefit from any updates or conversion improvements that the Automated Tax Credits team makes to the Client Acquisition System while it’s active until April 2025.
Yes, you can target geographically any of the leads /clients we generate for you to specific states in the USA. However, we recommend generating leads nationwide.