Tax School

Filling
Series
Classes
Session 3

Tax School Series

th
a
P
r
You

Session 1
The Right Start
Planning,
Staffing,
Training, and
Building
Curriculum

t
to S

g
n
i
f
f
a

Session 2
Getting the
Word Out
Marketing,
Generating
Leads, and
Entering Leads
into Employee
Education

for

aS

ssf
e
c
uc

son
a
e
xS
a
T
ul

Session 3
Filling Classes
Recruiting and
Converting
Leads into
Students

Session 4
Sharing and
Building
Knowledge
Delivering
Content

Session 5
Building
Careers
Communicating
Employment
Opportunities,
Evaluating
Student
Performance &
Student to
Employee Hiring
Process

Objectives
By the end of this session, youll know
how to:
Use the Recruiter training curriculum
Handle incoming calls and match tax
course facts and features to callers
interest using the Tax School Call
Scripts Manual
Use the Tax School Call Campaigns to
contact and manage leads
How to Conduct Free Information
Seminars
Register students for classes in
Employee Education

Operate Your Tax School

Business Center
Whats New
Tax School - By Task and
By Role
Tax School Tools
eServices for Tax School
Tax School Reports
JH Learning Center Links
Tax School A - Z

Description
of the task

Links to
tools
Comprehensive
tool listing and
links to the
Learning Center

Recruiter
Responsibilities
Handling inquiries
Establishing relationships with
leads and enrolling them in Tax
School
Tracking and managing leads
Following up with those who
havent registered
Training support staff to assist
with inquiries
Holding Free Information
Seminars
Processing student
registrations and mailing
Registration Packets
Providing input into the hiring
of Tax Preparers

Determine Preparer Needs Sample and Template

Recruiting Flowcharts

Tax School Registration Form

Entering Leads
New Students
Session 2 Getting the Word Out
Operate Your Tax School Business Center
Main Page Task 4 Managing Leads
Employee Education Job Aid Entering
Leads

Existing Employees
Employees do not need to be entered as
leads Avoid creating duplicates!

Matching Tax Course Facts and

Features to Callers Interests

Learn to Prepare Own Taxes

Self-Employment
Earn Extra Income
Interested in Working for JH

Flexible Hours/Schedule

Seasonal Employment

Training
Competitive Wages

Professional Environment

Handling Incoming Tax School Calls

In the Tax School Call
Scripts Manual:
Sample Script
Matching Fact and
Features to Callers
Interest
Tax School Inbound
Call Recruiting
Flowchart

Tax School Call Campaign

Tax School Call Campaign

Tax School Interested but Not

Registered Call Campaign

Employee Education Contact

Information Report
Create Labels
Filters:
Date
Type
Interested
Reason
ProFiler Y/N

Tax School Registration Packet

Enrollment Agreement
Tax School Brochure
Your customized Course Catalog
Free Information Seminar flyer or
invitation

Free Information Seminar

Provides Tax School prospects with a
taste of tax school, presents a tax topic,
showcases courses.
Goals:
Impress leads with what you have to offer
Reinforce marketing message
Enroll qualified leads in Tax School

Tax School Aptitude Test

Quick test to verify leads tax knowledge
Basic and Intermediate versions
Online and Paper versions

Registering Leads/Employee

Students Registration
Class Information
Class Name, Number,
and Instructors Name

Registration Information
Register Date, Receipt #,
Fee, Amount Paid, Bal
Due Amt, and Books
Issued Date

Login Information
URL to taxschool.com,
pctr, username and
password

Student Packet
Welcome Letter
Registration Recap
Class/Lab Schedule
BIT Users Guide (also available on
taxschool.com)
BIT Participants Guide

Summary
Now you should know how to:
Use the Recruiter training curriculum
Handle incoming calls and match tax course
facts and features to callers interest using the
Tax School Call Scripts Manual
Use the Tax School Call Campaigns to contact
leads
Conduct a Free Information Seminar
Register students for classes in Employee
Education

Location Settings

Dont miss the live Tax School Q&A

eSession which features.
Hear from a Peer
Subject Matter Experts
Open Q&A Session

Any questions?
Taxschool@jtax.com