Welcome to the "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts" podcast. Today, we've got a special guest, Annette Campbell, CEO and founder of The Tax Experience. She's an expert in personal and business tax preparation and has recently started mentoring new business owners to earn six figures.
Annette's journey hasn't been all rainbows and sunshine. There was a time when she lost her banking job, apartment, and car, and had to move back in with her family. But she believed in her abilities, started her own business along with her job, and worked her tail off to build it up. And when the pandemic hit and everyone was losing their jobs, her business was already exploding!
In this interview, Annette talks about how she manages her business with over 300 clients using the right systems, the importance of keeping sales as a priority, and strategies for generating recurring revenue beyond tax season. She also shared how she handles 100 discovery calls in a month without getting burnout.
Hit play on this interview episode and unlock the secrets of a winning sales system.
In this episode, we talked about:
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Annette
Instagram: @_successwithannette
Website: www.thetaxexperience.com
Connect with Ro
Instagram: @fmcbyro
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.
Welcome to the "Finance Client Acquisition - Simple Sales Systems for WOC Finance Experts" podcast. Today, we've got a special guest, Annette Campbell, CEO and founder of The Tax Experience. She's an expert in personal and business tax preparation and has recently started mentoring new business owners to earn six figures.
Annette's journey hasn't been all rainbows and sunshine. There was a time when she lost her banking job, apartment, and car, and had to move back in with her family. But she believed in her abilities, started her own business along with her job, and worked her tail off to build it up. And when the pandemic hit and everyone was losing their jobs, her business was already exploding!
In this interview, Annette talks about how she manages her business with over 300 clients using the right systems, the importance of keeping sales as a priority, and strategies for generating recurring revenue beyond tax season. She also shared how she handles 100 discovery calls in a month without getting burnout.
Hit play on this interview episode and unlock the secrets of a winning sales system.
In this episode, we talked about:
Resources and Links
-Want to work with me? Choose your option from below and book a call: CALENDLY.com/financevaro/salescall
-VIP DAY: a DONE FOR YOU 5-hour experience where you sit back and I build out your sales systems for your next launch
-7 Figure Sales System Mastermind: a high impact 1:1 three-month container with access to other WOC industry leaders in finance
-Do you want sales strategies sent straight to your inbox? Sign up HERE.
Connect with Annette
Instagram: @_successwithannette
Website: www.thetaxexperience.com
Connect with Ro
Instagram: @fmcbyro
Sign up for the Lead Gen Lab at theroshah.com/lead-gen-lab.