A NEW TAX PRO CRM!! Comprehensive Guide to Alief Automations Tax Pro CRM for Tax Season Success IF YOU ARE INTERESTED IN PURCHASING THIS CRM OR WANT A DEMO CLICK HERE: https://aliefautomations.com/SAAS WATCH THE DEMO HERE!! Watch Video Meeting Purpose To introduce and explain the features and benefits of the Aleve Automations Tax Pro CRM for efficient tax season management. Key Takeaways - The CRM centralizes tax office operations, improving workflow for owners and preparers. - Automation includes client communications, pipelines, social media marketing, and AI agents for task handling. - Customizable pipelines, integrations, and marketing tools help maintain client engagement year-round. Next Steps & Action Items - Customize Pipeline – Adjust the CRM pipeline to match your unique tax preparation process. - Connect Social Media – Link all social platforms to post simultaneously with AI-assisted content creation. - Schedule Client Communications – Utilize automation to send texts and emails at every tax preparation stage. Decisions Made - Support for Multiple Payment Processors – Stripe, PayPal, and authorized.net can be connected to manage payments securely. - Separate Stripe Accounts Recommended – For tax services and credit repair to avoid account shutdown risk. - Pre-configured automations Included – Monthly nurturing emails and text messages are set up to maintain client contact beyond tax season. Key Topics & Discussions CRM Setup and Dashboard - The CRM features a launch pad for initial setup connecting various platforms like WordPress and Google for analytics. - Dashboard customization is available including brand colors and AI assistance for tailored insights. Client Pipeline and Communication Automation - The pipeline tracks clients from intake forms to tax return submission and approval. - Automated texts and emails update clients on their tax status and next steps, improving transparency and experience.

31 NEGATIVE ITEMS DELETED IN ONE ROUND! 💚 Let’s break down some real client results—and the lesson behind them. Since May 26, this client received: ✅ 31 total deletions ✅ 6 deletions from Equifax ✅ 9 deletions from Experian ✅ 16 deletions from TransUnion Score Movement: Equifax: 440 → 424 Experian: 440 → 456 TransUnion: 435 → 473 That is a 38-point increase on TransUnion and a 16-point increase on Experian! But pay attention: the Equifax score dropped even though items were deleted. Why am I showing you this? Because credit repair is not only about getting negative items removed. This client’s report also showed: ⚠️ 100% credit-card utilization ⚠️ 6 new items added ⚠️ 43 disputes still in progress Those factors may limit your score gains, even while negative accounts are being removed. This is why we must work on credit repair and credit rebuilding at the same time. How to Dispute Negative Items the Right Way 1. Review all three credit reports Do not assume Equifax, Experian, and TransUnion are reporting the same information. Look at every account separately on each bureau. Check for: - Incorrect balances - Incorrect payment history - Wrong account status - Duplicate accounts - Accounts that do not belong to you - Incorrect opening or closing dates - Outdated information - Mixed personal information - Incorrect names, addresses, or employers 2. Be specific about what is inaccurate Do not simply write: “Please remove this account.” State exactly what is wrong: “The balance being reported is inaccurate. My records show a balance of $, but the credit report shows $.” A strong dispute identifies the account, explains the error, and asks for a specific correction or deletion. 3. Include supporting documentation Send copies—not your originals—of any documents that support your position, such as: - Account statements - Payment confirmations - Settlement letters - Paid-in-full letters - Identity documents - Court records - Correspondence from the creditor

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.