
Recruit to Revenue: The ERO’s Team-Building Playbook
Recruit to Revenue: The ERO’s Team-Building Playbook
Ready to stop doing it all alone and start leading like a boss?
Recruit to Revenue is a powerful self-paced course designed exclusively for EROs who are ready to build a solid team, boost their business, and unlock new streams of income. Whether you're just getting started or tired of carrying the full workload, this playbook shows you exactly how to grow a tax team that works with you not just for you.
Inside this course, you’ll learn:
✅ How to create an irresistible offer that attracts quality tax pros
✅ Where and how to recruit the right team members (without begging or chasing)
✅ What your onboarding process should look like to boost retention & results
✅ Simple systems to run your team and increase sales without burnout
✅ The difference between amateurs and pros—and how to level up
This isn’t fluff. It’s a real roadmap from ERO to EMPIRE.
Handouts & Resources
➖Job Posting
➖Program Presentation
➖Preparer Onboarding Checklist
➖Agreement Templates
➖Onboarding Welcome Email