Turn Inquiries Into Income. Convert More Clients With Confidence.

This is the replay and workbook bundle from the high-impact TF Academy masterclass: Quote to Client – The Art of Closing & Client Retention for Tax Pros.

If you’ve ever given a quote and heard crickets after… this is for you.

In this power-packed training, we break down:

✅ Why potential clients ghost you after a quote

✅ How to give confident, value-driven quotes that close the deal

✅ When to stand firm on pricing (and when to use promos strategically)

✅ How to identify red flags and stop wasting energy on bad leads

✅ Easy-to-use systems to nurture clients so they come back year after year

What You Get:

Instant Access to the Replay (60+ minutes of training + live coaching)

The Quote to Client Workbook (Printable + Fillable)

DM Script – Word-for-word quote, follow-up, and close messages

Email Templates – For post-filing upsells and client retention

Nurture Checklist – Stay top-of-mind all year long

Bonus Social Media Captions to attract and convert your ideal client