In this informal YouTube monologue, Jeff Miller walks through a recent sales call with a prospective tax‑advisory client and outlines the proposed service package and its financial logic. He explains a $3K setup fee, a $3K monthly management fee, and a $3K performance‑bonus that together generate $6K in the first month and $3K‑$6K in subsequent months. The client seeks to generate $1 million in revenue over a 90‑day sprint, charging $20K per tax‑saving package. Jeff reverse‑engineers the goal, showing that with a 50% appointment show rate and a 30% close rate, a $10K ad spend can produce roughly 150 booked calls, 33 shows, 10 sales, and $200K revenue—yielding a 12.5× return after his fees. He discusses the client’s sales funnel, the importance of realistic show/close rates, and how his agency’s quick‑to‑launch, template‑driven, AI‑augmented system can be set up in 60‑90 minutes using only the client’s Facebook Ads account, CRM, Slack, and a sales‑call recording. He contrasts this simplicity with the client’s past experiences with complex, slow‑to‑implement marketing stacks. Jeff concludes that the campaign will likely hit the projected numbers, delivering $6K monthly management revenue while turning the client’s $10K ad spend into $200K revenue, and shares anecdotes of other successful clients.
Chapters
I've refilmed this video like 5 times because this coffee that I'm drinking from is just so bad and I continue to drink it. I'm literally like causing my own editing to go sideways. Let's talk about a $3K setup, $3K a month and $3K a month in performance bonus. That means the first month is $6K and then every month after that, the compensation for our services will range from $3K a month up to $6K a month. I believe that we're gonna hit these numbers and it's likely she's gonna be paying us $6K a month and she'd be very, very happy to do so and I'll tell you why. And for context, this is a new tax advisory client and specifically in the, ba-da-ba-ba, yeah, tax planning advisor services selling 12-month contracts. So this lead came to me because I got a message from somebody who'd been following me on Instagram and YouTube and Facebook saying, hey Jeff, there's somebody I know that can use your services. Can I send a group email? I said, sure. Sends a group email, and then about three minutes later I send a reply, and Google autocomplete did most of it. I said, "Hey, pleasure to meet you. You can schedule time here or call me directly with my phone number." Cool. Three or four days go by. She schedules, and then we most recently talked on Friday. It's October 13th now, so whatever that Friday happened to be. She gets on the Zoom. We have a friendly chitchat, like, "Hey, where are you doing? Where are you from? How long have you been in business?" You know, normal kind. And then we got into brass tacks pretty quickly. And I opened up my screen and I took notes like I normally do. And I said, all right, talk to me, tell me what's up. Where are we looking to be at the end of this year? Say December 31st. And considering the October timeframe, this is a very good 90-day sprint because you got October, November, December. And a lot of goals are coming to like, gotta fucking meet them type of thing. I said, what type of goal are we looking to accomplish between now and the end of the year? And she says very loftily, $1 million in 90 days, effectively a $300,000 a month run rate. I said, cool, right? Let's reverse engineer that. How much do you charge on average? She says, well, if a client is coming to me with an average of $250,000 tax liability bill, I can probably cut their tax liability bill by $150,000 to $180,000. And in exchange, I charge $20,000. And these are ballpark numbers, Plus or minus, we're talking middle 80%, that kind of thing. I said, how do you do that? She says, well, we've got about 10 strategies ranging from easy to implement to hard to implement with different yields and different bangs for the buck depending upon the scenario. I said, cool, sounds like it's working so far. What is your sales process like? She says, well, they schedule a meeting, they upload the documents, my setter calls them and confirms the information, and then they have a sit-down with me or my number 2 To talk about the strategies and a sales conversation. And I said, all right, so from cold to sold, how long does it normally take you to go from $0 to $20 grand? She's like, about 2 weeks. I said, cool. And she says, is the goal achievable? I said, well, it's pretty lofty, thinking like, you know, you gotta make $1 million in 90 days, especially at the end of the year, but fuck it, we're in marketing, you know, like, we've got goals, let reality bring us down type of thing. And I said, let me bring up my sheet. And I brought up the information and the dashboard that's governing my client who's currently pacing a million a month. And we looked at the numbers and this client has a 50% show rate and a 30% close rate. What's interesting, by the way, is every single month their close rate and show rate has gone down, but they've also 10x in less than 12 months. And I think that's interesting because a lot of offer owners will focus on The negatives of a show rate and close rate, thinking that if somebody doesn't show, they wasted money, or if somebody doesn't close, it's a bad fit. Meanwhile, the clients are just absolutely rocking it. They're like, I only care about the people that show up. That's it. And a 50% show rate is green territory. It's awesome. 71% show rate is the highest I've ever seen. And that's sparingly. 50% show rate is fucking aces. If you're getting better than a 50% show rate, you need to spend more money and talk to new people. If you're getting lower than a 50% show rate, there's probably room for improvement. And as far as a closing rate, 1/3 of all people who show up end up buying my client's $20,000 package. This is the client doing $1 million a month. And so it also provides some light on offer owners who seem to structurally struggle thinking that they need to get their show rate and their close rate up. But you can get a $1 million a month business with a 50% show rate and a 30% close rate. So I showed her that chart and that made it very realistic and made it so that she didn't have to be perfect. And I think that's an important part. We're not guesstimating everybody being great. We're not guesstimating everybody buying. This is 50% show rate and 30% close rate feels pretty normal to most people. And that also makes it easier for me to deliver results. So I said, all right, so if we're doing 50% show rate and 30% close rate and If we end up in a scenario where we're delivering a cost per booked call like our other clients, here's how the numbers turn out. I said if we spend $10,000 a month on marketing and advertising and we get $150 booked appointments, that ends up being about 66 appointments per month or 3 appointments per day per business day. Cool, right? Of these 66 appointments per month, and I'm just gonna do the math right quick, I'm gonna assume a 50% show rate. So that means We have 33 people showing up. Cool. 33 people showing up, and 1/3 of them actually buy, means we have 9.9, I'm just gonna say 10 people actually buying. 10 people buying a $20,000 program is $200,000 in revenue for every $10,000 invested in advertising. Now we still have our fees, so let's just assume that we're spending $3,000 a month in management, plus $3,000 a month in bonus, So that means we spent $16,000 a month in marketing and advertising to make $200,000. Okay. $200,000 divided by $16,000 is 12.5x. Cool. So the math kind of maths, right? And if we want those numbers to move up, we just have to spend more. So instead of spending $16,000, we could spend $30,000, and now that number goes up. Right. The interesting part, by the way, is if we're hitting 150 appointments, for some of my clients, by the way, like we just completely fill their Monday, Tuesday, and Wednesday on the weekends. So now the business owner has this level of like excitement of like, hey, I wake up and I've got appointments on the calendar, knowing half of them are gonna show up and knowing 1/3 of those will end up buying. So if I got 10 appointments on my calendar, I just gotta figure out which 5 are gonna show up. And then from that, which 1 or 2 people are gonna close. And it seems pretty easy, right? And so with this client in particular, I am of the belief that the campaign is gonna hit its numbers and we're going to make $6,000 a month in management for managing the campaign. That's gonna turn her $10K a month in ad spend into $200,000 a month in revenue. She also has some cost to it, I'm sure, but I'm not on that side of the business, she is. It's just that we looked at these numbers and go like, this could work. So later that day she said, send the paperwork. We sent the paperwork. And there was 2 things that came up. One, she asked, hey, how fast can this get up? And 2, she asked, how complicated is it? And there's 2 big reasons for it. The first is that marketing that takes a long time to set up usually doesn't feel particularly good to purchase on a monthly service. It'd be different if it was like $40,000 for a build and the build could take like 3, 4, 5 months. If you prorate that out, it's $4,000 to $5,000 a month. But paying $4,000 to $5,000 a month for a build feels a lot different than paying $40,000 for a month, $40,000 for a one-time build. I don't think those numbers match up, but you know what I'm trying to say. And from the marketing side, if we can get something up and running quickly, that feels pretty good. Between using our templates, our AI, And the sales calls, we can often spin up a whole thing in like 60, 90 minutes, which is cool. And on the onboarding call, all I really needed access to was her ad account, her CRM, put her into Slack, and then we're probably going to build a CopyCat landing page and just webhook the applications into her system. And whatever scheduler she's using, we're just gonna bring that into our CopyCat page. The other thing that was interesting is she said, how complicated is it? The reason why she said, how complicated is it? Because previously she had purchased very complicated marketing systems and CRM systems. And when push came to shove and the agency wanted to make a change, or she wanted to make a change, it took 3, 4, or 5 days. And then when it didn't work, and then she wanted it, what she paid for, she got her hands on it and she's like, this is too fucking hard. So there really wasn't like any value. in her purchasing a complicated system. So when I said, look, all we really need is your Facebook Ads account, your CRM, and a sales call recording, she was like, this sounds amazing. And then we took the sales call recording and we turned it into marketing assets, established the rotation managed by our AI agents, you know, that kind of stuff. But yeah, it's a $3K setup, $3K a month. It'll take me an hour and a half to build, and then we'll be eligible for additional $3K a month bonus if we hit our numbers, which we will. Because I've seen for this client appointments as low as $30 per. Cool, right? I have another client that is doing 6 engagements per day based upon these campaigns. This engagement letters sent, right? I have another client who's like, hey, we just closed $60,000 for the business in 48 hours. I have to go hire people. I go, cool, right? So that's just me kind of ranting on this setup, and I hope that's useful. Peace out. See you later. Bye.
