TaxOffice.AI

Resources & Downloads

Shortcuts, checklists, and links you’ll use throughout the course.

Downloads

Lead Capture Script (PDF)

Phone + walk-in script that funnels prospects to booked calls.

Download
Review Request Templates (PDF)

Email/SMS copy to drive Google reviews post-appointment.

Download
Follow-Up Sequences (CSV)

Importable steps for common nurture campaigns.

Download
A2P Compliance Checklist

What to complete for reliable SMS delivery.

Download
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