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THE PROCESS OF DEVELOPING A LOCAL TAX OFFICE A MOBILE TAX OFFICE By Jackie Mayfield.

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Presentation on theme: "THE PROCESS OF DEVELOPING A LOCAL TAX OFFICE A MOBILE TAX OFFICE By Jackie Mayfield."— Presentation transcript:

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2 THE PROCESS OF DEVELOPING A LOCAL TAX OFFICE A MOBILE TAX OFFICE By Jackie Mayfield

3 RecruitConsistently

4 Why Recruit?  Over-ride Commissions

5 Why Recruit? TO SHARE WITH OTHERS AN OPPORTUNITY  EVERY SUCCESSFUL PERSON WAS ONCE INTRODUCED TO AN OPPORTUNITY BY SOMEONE

6  TO GROW YOUR BUSINESS WITH ATTRITION Why Recruit? AS YOU RECRUIT AND THEY LEAVE THE BUSINESS, YOU WILL ACQUIRE THE TAX CLIENTS

7 Why Recruit?  TO SPEED UP YOUR SELF DEVELOPMENT THE MORE PEOPLE YOU RECRUIT THE BETTER YOU BECOME

8 Why Recruit? To insure your security.

9 Entrepreneurial Economy New York Times Article: From Lay Offs to Home-Based:  13 MILLION workers have already been laid off in 2010. Home-Mobile and Local Tax Office To Enhance Your Success

10 Entrepreneurial Economy York Times Article: From Lay Offs to Home- Based: Small businesses have been the economic engine of the country, and many of those laid off will add to that strength 

11 CTI Presents Next Generation Tax Office Home-Mobile Income Tax Business Opportunity

12 Next Generation Tax Office Data Center

13 Next Generation Tax Office COMPRO-TAX Data Center

14 BENEFITS 118 weeks of intensive income tax and business development training NNational network of support from seasoned preparers year round UUse of the nations leading tax software with support ENTREPRENEURIAL Training and Millionaire Mentorship

15 HOW TO RECRUIT FIRST GET CONVICTED ABOUT THE OPPORTUNITY

16 HOW TO RECRUIT THEN PASS ON YOUR CONVICTION TO POTENTIAL RECRUITS

17 HOW TO RECRUIT USE BROCHURES AND THE RECRUITING WEBSITE Home | Success | Training | Income | Realistic? | CTI-System | Teamwork | Brochure | Join Us

18 HOW TO RECRUIT GET THE POTENTIAL RECRUIT TO A PRESENTATION

19 WHO DO YOU RECRUIT CATEGORIES TO RECRUIT FROM  CLIENTS  COLLEGE STUDENTS AGE 21 AND HIGHER  PEOPLE WITH JOBS THAT REQUIRE SELLING  EARLY RETIREE,S  PEOPLE WHO FILE THEIR OWN RETURNS  PREPARERS FROM OTHER FIRMS  PEOPLE WHO ARE UNDER EMPLOYED

20 WHERE DO YOU RECRUIT AREAS TO LOOK FOR RECRUITS  SHOPPING MALLS  CHURCHES  PUBLIC EVENTS  SOCIAL CLUBS  INVESTMENT CLUBS  FAMILY REUNIONS  FRATERNITIES AND SORORITIES  TEACHERS

21 RECRUITING TOOLS  BROCHURES  RECRUITING WEBSITE  POWERPOINT PRESENTATION  ONLINE WEBINARS  FACEBOOK AND TWITTER  TESTIMONIALS

22 THE DUPLICATION PROCESS COMPRO-TAX, Inc. IS A MULT-LEVEL SYSTEM OF MARKETING WHICH REQUIRES YOU TO DUPLICATE YOURSELF  You must learn and perfect the system yourself  You must consistently recruit and develop others  You must teach others to do the same  Mentally internalize your tax business  Learn CTI’s level system as a benefit to you  Know how the over-ride process work  Choose a targeted market to recruit from  Learn a recruiting presentation verbatim

23 THE DUPLICATION PROCESS COMPRO-TAX, Inc. HAS A MULTI-LEVEL SYSTEM OF COMPENSATION AND PRODUCTION. IT IS UNIQUE IN THE INDUSTRY BECAUSE OF ITS EMPHASIS ON MARKETING AND DUPLICATION  You must learn and perfect the system yourself  You must consistently recruit and develop others  You must teach others to do the same  EXAMPLE: You recruit ten (10) and they recruit five (5)  Assuming that each recruit did 50 returns at a price of $250. Lets further assume that you receive 10% over-ride on the first 10 recruits 5% over-ride on the others  50 X 10=500 X $250=$125,000 X 10%=$12,500  50 X 40=2000 X $250=$500,000 X 5%=$25,000  TOTAL $37,500

24 WHY GOALS ARE IMPORTANT Setting daily goals, weekly goals, monthly/yearly goals  Planning daily activity to reach the goal after setting it  Know that there is an employer in you to make the employee in you work your business plan  You need to work 8-10 hours per day if you are full-time and 2-4 hours per day if you are part-time  Your mind gives you power when goals are set by you  Goals give you purpose and direction

25 PERSONAL SELF-DEVELOPMENT Self-development processes: affirmations, listening to motivational tapes, and reading relevant material; raising your mindset to a higher plain by creating an inordinate desire to achieve  Success is an inside job  How the Mind works which is the most powerful thing about you  Developing a business mind-set  The power of affirmations  Do what successful people do, not failures  Knowing when to talk and when to listen

26 TEACHING MANAGERS TO BE MANAGERS  Know your level of management and your responsibilities  Learn CTI’s responsibilities to you, and your upper management responsibilities to you  Being committed to affiliates under your guidance  Know the complete system of CTI  Must be committed to constant learning  Must be committed to attending all meetings and seminars  You must lead by example

27 TEACHING MANAGERS TO BE MANAGERS CONTINUED…  Study the System of Advancement and have meetings with your people about it  Learn the commission portal and the tools on CTI’s Website that is designed to help you run your business more effectively  Have weekly meetings with your Affiliates  You must check your email daily and get your people to do the same  Learn the Home-mobile tax business and teach it to your people  Practice giving Presentations and speaking before groups  Communication is the Key to succeeding in a people business

28 CUSTOMER SERVICE “Balancing” for the Primary Customer

29 THE BALANCE APPROACH TO DEVELOPING YOUR BUSINESS You must be:  Better than your competition  Available for your clients  Learning all the time  Aware of your social and economic surroundings  Never-ending in your pursuit of excellence  Caring for your clients and your community  Extraordinary as a business person

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31 1. GRACIOUSNESS 2. ENTHUSIASTIC 3. CARING 4. DESIRE 5. BEING POSITIVE 6. CONFIDENCE 7. PERSISTENCE

32 QUESTIONS?

33 Jackie Mayfield


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