Our tax resolution lead generation formula is complex, but the bottom line is simple:
Be there when a prospective customer needs you. Be relevant, recent, influential and personal.
Owing back taxes can feel overwhelming for many Americans. With stiff penalties and legal consequences, most know they shouldn’t go-it alone.
Thanks to tax resolution programs, their’s help available that allows many people get back on their feet.
We provide a steady stream of tax debt holders who want help resolving their situation. Choose our lead services to get tax resolution leads that increase your sales performance.
Our proprietary lead model pinpoints prospects who are excellent candidates for tax resolution services.
By utilizing our advanced analytic abilities along with our defined credit demographics.
We strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
Prospects find tax relief related offers on the web and in the mail.
Through our lead attraction technology, prospects submit requests for a debt assistance quote.
Our system receives those requests and initiates the screening process.
Leads are examined and undergo a rigorous validation process through an intercepting agent.
At last, our ‘lead match’ architecture confirms filters & states before delivering the pre-qualified prospect directly to a single agent.
+ Nationwide coverage in your licensed states
+ Federal and/or State tax debt exceeds $10,000+
+ Delinquent or facing adversity with monthly payments
+ Has verifiable income
+ Can afford 2% monthly payments
+ Clear of any bankruptcy’s
+ Valid interest to obtain a quote from a tax resolution specialist
+ Not under contract with another tax relief agency
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the tax relief network. The reason for my call today is that you inquired about a free, no obligation tax resolution quote.
(Qualifying Question)
Do you currently have federal and/or state tax debt exceeding $10,000? (Must be “YES”)
(I’m not interested) – Rebuttal
If you could reduce your tax payments and avoid stiff IRS penalties, would you consider enrolling in a tax resolution program? (Must be “YES”, If “NO” –> Reject)
1 – How much total tax debt do you owe? (Must have $10,000+)
2 – Are you working with a tax relief company now? (Must say “NO”)
3 – Are you employed? (Must say “YES” and have verifiable income)
4 – Are you current or delinquent on your monthly payments? If behind, how many months?
5 – Can you make a minimum payment of 2% on your total debt principal every month? (Must be “YES”)
6 – Have you ever filed Bankruptcy? (If “yes”, Must be at least 1 year previously discharged)
7 – Do you have a valid checking account? (Must be “YES”)
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a tax resolution assessment. Do you have 10 minutes right now to speak with a tax debt specialist? (Must be “YES”)
Answer YES – Okay (First Name), we have a tax adviser available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with a tax debt specialist for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: Charles
LAST: Gatling
PHONE-1: 818-555-4444
PHONE-2: 818-333-2222
ADDRESS: 321 Main St.
CITY: Glendale
STATE: CA
ZIP: 91205
EMAIL: Charles.Gatling@example.com
TAX DEBT: $58,135
INCOME: $51,000
EMPLOYED: 17 Years
PAYMENTS: $200
DISPATCH AGENT: Heidi Fitzsimmons
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Jason w/ Tax Relief Solutions
CALL-NOTES: Charles is 14 months behind on federal payments. Employed for past 17 years and would like to work out payment plan on federal taxes.
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Leads matched to one agent for complete exclusivity.
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Work leads, monitor sales activity, set schedule and more.
Never experience non-performing traffic sources.
Lead Balance delivers cost-effective, qualified referrals across 12+ industries. Powered by digital markeƟng engineers and data technicians, we blend proven strategies with advanced technology to generate leads that drive dependable ROI and value to your business.
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Lead Balance offers a cost effective lead marketplace that’s tailored to the unique needs of more than a dozen industries. Delivering eligible referrals that add quantified value to your business.
We’re driven by a team of digital marketing engineers and data technicians who’ve transformed how businesses connect with customers. We harmonize our vast knowledge with the most effective marketing methods and evolutionary technologies to deliver lead generation solutions with a dependable ROI.