Canva Trifecta Templates in 1-2-3 steps
The Trifecta Delivery Kit: Templates + Automation for Pro Advisors
We have created templates, tutorials and tips on how to make your Trifectas one-click ready to use in your Comprehensive Consultations. Don't let tech hold you up from delivering your consultations like a pro!
Close more advisory calls with easy to use Trifectas!
Let's face it, as soon as we join the Main Street Tax Pro network and drink the koolaid, we want to start advising clients and delivering consultations...but we get caught up in the "How"
We feel your struggles. We tried different softwares, formats and hit tech roadblocks along the way... but we now have a system in place that makes it seamless!
- Want to have our system and templates in place in your practice so you can jump on a call and hit go?
- Ready for clients to be blown away by your advisory consultation?
- Ready for advisory client booking to take off?
Let's help you jump ahead with some tools that will get you focused on making more money and closing those clients instead of hitting tech hurdles.
Here's the truth: It can be easy!
Do you like easy?
We started off trying to deliver too-much and it took too much time. Our clients hit hurdles in answering our pre-consult questions and our consults were not smooth...then it took us days and eek - sometimes weeks to actually deliver the Trifecta and the massive PDF strategy we were customizing for every client...after each consult.
It can be easy! We have made the mistakes and figured out a system that works.
Want to know how it can work for you?
Introducing
Canva Trifecta Templates in 1-2-3
Trifecta Delivery Kit: Canva Templates + Automation for Pro Advisors
5 stylized templates
We have 5 different stylized Canva Trifecta templates for you to pick from.
Define and Refine
We guide you through making them yours, align with your services and brand.
How to use
See how we use them in a call and what we modify to deliver them at the end.
Automate
Make them ready with one-click to use in your consultations.
Here's what you'll leave with
Your Branded One-Click Trifecta Templates
5 Templates
We begin with 5 template options for you. These are in Canva... the preferred way that we have found (through trial and error) is the best and easiest to deliver these.
Make it Yours
Add your logo, your services, your colors and your unique touch to make the template yours.
The Delivery
Watch us use the template in a mock consultation and see how it's as easy as drag and drop
One-click automate
Tips and tricks on how to save your template and make it "ready" on the fly to open and kick off your next Comprehensive Consultation.
Music to your ears
Ready to have clients say this to you!
- "I have been looking for you for a long time!"
- "No one has ever done anything like this for me before."
- "I want to sign up and do it all! How do I get started?"
A note from Julie
What is in this mini course and why we created it.
This is possible for you too.
Your path to your goal
1. Join Course
Click the enrollment button and follow the checkout steps. In minutes, you'll get an email will your login details.
2. Dive in and take action
Dive into the content and take action. Can’t start right away? It's okay, you have lifetime access to the course.
3. Reach your goal
Finally feel confident to achieve your goal. From this topic to this topic, you'll learn what you need to succeed.
Meet your guide
Hi, I'm Julie Merrill
I'm a CPA and Main Street Certified Tax Pro Advisor.
I am also a marketing and automation guru and thrive on sharing my insider tips and best practices with others.
I have my own tax practice - and after many many requests to share my templates and resources with others, I've created this new Next Level Tax Pros resource center to share all these wonderful tidbits that help you to DEFINE, REFINE and AUTOMATE your systems and see the bank account grow in your advisory practice.
