How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for debt reduction 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.
+ 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.