video1.0<iframe src="https://www.loom.com/embed/b8b010a0df714ad9a0d23487048728be" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/b8b010a0df714ad9a0d23487048728be-00001.gif260.5999999999999Hey there! In this video, I'll guide you through a tax prep snapshot. We'll cover three main parts: the funnel, automations, and custom values. I'll start by explaining the custom values, which are used to fill in all the information on the snapshot. Then, we'll dive into the funnel, where we'll set up a direct marketing funnel offering a discount to the local market. Finally, we'll explore the automations, including appointment reminders, lead notifications, birthday templates, and more. By the end, you'll have a clear understanding of how to drive results and simplify your tax prep process. Let's get started!