video1.0<iframe src="https://www.loom.com/embed/b6818b8351264bfe9314ddca01191058" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/b6818b8351264bfe9314ddca01191058-b25713c56d3b0ca1.gif560.001In this video, I walk you through our tax consultation process, highlighting how leads come in through Yelp and the steps we take to schedule consultations. I also discuss the importance of automating follow-ups and keeping track of client interactions. Please take a look at the tax consultation page and let me know if you have any suggestions for improvements. Your help with setting up automations would be greatly appreciated!