Tax optimisation appointment

Target

Executives or business owners under 55 who pay more than 3200 euros in tax per year and have a debt-to-income ratio below 28%.

Service overview

We work in the same way as an executive assistant organising your appointments.

1. We contact a prospect database according to your geographical criteria: regions, departments and/or postcodes.

2. We introduce ourselves as an executive assistant.

3. We generate interest by explaining that our manager, who works for a tax planning firm, would like to meet the prospect and present solutions to reduce their tax.

4. When a prospect is interested, we carefully record: first and last name, address, telephone, email, annual tax amount, debt-to-income ratio, age, occupation, homeowner or tenant status, family situation, and appointment date and time. You can access the appointment in your online customer area.

5. The day before each appointment, we call the prospect to confirm it. You can follow appointment status in your online customer area.

6. The day after the appointment, we carry out a quality check to find out how it went.

7. Once your order has been delivered, we review it with you to see whether you wish to stop or place another order.