Close Deals with the Tax Analyzer
Real case studies showing the complete sales workflow — from qualification call to signed engagement. See exactly how the Tax Analyzer's projected savings and the 10% pricing model close deals.
The 4-Step Sales Workflow
Every deal follows this proven process — powered by the Tax Analyzer and the MERNA™ Method.
Step 1
Qualification Call
15-35 minutes
Gather client information, identify pain points, and determine if there's an opportunity. Use the Tax Analyzer to run initial numbers.
- Ask about income sources, entities, properties, and current tax situation
- Identify what their current CPA is NOT doing
- Build rapport by validating their frustration
- Schedule the follow-up presentation call
Step 2
Tax Analysis
24-48 hours
Run the client's information through the KamCode™ Tax Analyzer. The system identifies all applicable strategies and calculates projected savings.
- Input all client data into the Tax Analyzer
- Review the strategy recommendations and savings projections
- Prepare the presentation with strategy-by-strategy breakdown
- Identify the 'wow moment' strategy to anchor the presentation
Step 3
Presentation Call
20-55 minutes
Walk the client through their personalized Tax Analysis. Show each strategy with exact dollar amounts. Demonstrate Strategy Stacking™ effect.
- Share screen showing the Tax Analysis results
- Walk through each strategy with plain-English explanations
- Show the Strategy Stacking™ compounding effect
- Let the numbers create the urgency — don't oversell
Step 4
The Close
5-15 minutes
Present the 10% pricing model. Handle objections with MERNA™ Method differentiators. Secure the engagement agreement and payment.
- Present fee as '10% of projected savings' — frame as 10x ROI
- Handle objections with specific examples and IRS code references
- Create urgency with tax year deadlines
- Process payment and send engagement agreement
The 10% Pricing Model
Simple, transparent, and tied directly to value delivered. Clients invest 10 cents to save a dollar.
| Projected Savings | Engagement Fee (10%) | Net First-Year Benefit | 3-Year Benefit | ROI |
|---|---|---|---|---|
| $50,000 | $5,000 | $45,000 | $150,000 | 10x |
| $80,000 | $8,000 | $72,000 | $240,000 | 10x |
| $120,000 | $12,000 | $108,000 | $360,000 | 10x |
| $155,000 | $15,500 | $139,500 | $465,000 | 10x |
How to frame it: "You invest ${fee} today and get back ${savings} this year. That's a 10x return. And the savings compound — over three years, we're talking ${threeYear}. The plan pays for itself before we even finish implementing it."
Integrated Sales Case Studies
Each case study walks through the complete deal — qualification, analysis, presentation, close, and follow-up. Every script is copy-able so you can use them in your own calls.
The S-Corp Owner Who Said Yes in 12 Minutes
How a $80,000 projected savings turned into an $8,000 engagement — closed on the second call
Savings
$82,400
Fee (10%)
$8,240
Close Time
12 minutes after presenting the analysis
The Real Estate Investor Who Almost Walked Away
How a $120,000 projected savings and the MERNA™ Method overcame deep skepticism — $12,000 engagement closed
Savings
$121,600
Fee (10%)
$12,160
Close Time
After a 15-minute deliberation
The W-2 Professional Who Didn't Think Tax Planning Was For Him
How a $65,000 projected savings convinced a high-earning surgeon that tax planning isn't just for business owners — $6,500 engagement
Savings
$64,800
Fee (10%)
$6,480
Close Time
8 minutes
The Multi-Entity Owner Who Was Paying $200K in Taxes
How a $155,000 projected savings and entity restructuring turned a complex situation into a $15,500 engagement
Savings
$154,800
Fee (10%)
$15,480
Close Time
Same day