TRMCRM EXCLUSIVE — NOT SOLD ANYWHERE ELSE
52-Week Revenue Marketing Manager Playbook
YOUR FULL YEAR OF
REVENUE
MAPPED OUT.
The 52-Week RMM Playbook is the only step-by-step annual marketing and revenue system built specifically for financial professionals. Week by week. Campaign by campaign. Already loaded inside TRMCRM.
⚠ Price increases October 1st — lock in today.
No contracts. Cancel anytime.
52-WEEK RMM PLAYBOOK.
Revenue Marketing Manager Series — TRMCRM
Phase 1
Pre-Season Brand & Pipeline Setup
Phase 2
Tax Season Launch & Lead Capture
Phase 3
Peak Season Client Conversion
Phase 4
Post-Season Retention & Upsell
Phase 5
Off-Season Revenue Diversification
Phase 6
Year-Round Referral & Partner Growth
WHAT'S INSIDE
SIX PHASES. ONE FULL YEAR.
The Playbook follows the real financial professional tax year — from pre-season warmup all the way through off-season income strategies, with a week-by-week action plan the whole way through.
Phase 1 · Weeks 1–8
Pre-Season Brand & Pipeline Setup
Get your brand, systems, and pipeline ready before the rush. Lay the foundation for your most profitable tax season yet.
Brand positioning & messaging framework
Pipeline setup & lead intake automation
Pre-season email warm-up campaigns
Social media presence activation checklist
Phase 2 · Weeks 9–16
Tax Season Launch & Lead Capture
Flip the switch on your marketing engine. Launch campaigns, capture leads at volume, and fill your calendar fast.
Tax season launch campaign sequences
Lead magnet delivery & follow-up flows
Appointment booking promotion campaigns
Referral activation sequence
Phase 3 · Weeks 17–22
Peak Season Client
Conversion
Convert your pipeline at peak season when demand is highest. Maximize revenue per client while running a tight operation.
High-volume intake & conversion workflows
Upsell campaign sequences (tax planning, amendments)
Client retention & loyalty messaging
Team and workflow management triggers
Phase 4 · Weeks 23–30
Post-Season
Retention & Upsell
Tax season is over. Now convert one-time clients into year-round revenue with targeted retention and upsell campaigns.
Post-filing review request automation
Tax planning & bookkeeping upsell sequences
Client satisfaction survey & NPS workflows
Lapsed client reactivation campaigns
Phase 5 · Weeks 31–44
Off-Season Revenue Diversification
Most tax pros go quiet. You won't. These weeks are about building income streams that keep the business running in the gap.
Bookkeeping & CFO service launch campaigns
Credit repair & financial coaching promotions
Course & education product launch sequences
Pop-up event & vendor booth promotion campaigns
Phase 6 · Weeks 45–52
Year-Round Referral & Partner Growth
Build the referral and partnership network that makes next season even bigger. End the year fueled up for the one ahead.
Referral partner recruitment & onboarding sequence
Affiliate activation & commission campaigns
End-of-year client appreciation sequences
Pre-season warm-up for the next cycle
EVERYTHING INCLUDED
WHAT YOU GET EVERY WEEK.
📧
Email Campaigns
Pre-written, financial-pro-specific email campaigns for every phase — just customize your brand and send.
📱
SMS Scripts
Ready-to-use text sequences for follow-up, appointment reminders, payment collection, and more.
⚡
Automation Triggers
Workflow trigger points already mapped to your TRMCRM automations — turn them on and let them run.
📣
Campaign Calendar
A week-by-week launch calendar so you always know what to run and when — no guessing, no gaps.
📝
Sales Scripts
Phone, DM, and live event sales scripts for every service you offer — built on real financial firm conversion data.
📊
Revenue Tracking Prompts
Weekly check-in frameworks to track pipeline health, conversion rates, and revenue goals inside TRMCRM.
NOT AVAILABLE ANYWHERE ELSE
THIS IS NOT ON TPU.
THIS IS NOT ON AMAZON
The 52-Week RMM Playbook is exclusive to TRMCRM subscribers. The only way to get it is to be a paying TRMCRM member. Full stop.
Tax Pro University
Amazon
Gumroad
Standalone Purchase
Available only to active TRMCRM subscribers. Grandfather pricing locks in your rate as long as your subscription stays active.
GET THE PLAYBOOK FREE
WITH YOUR SUBSCRIPTION.
$37
/month — Price increases October 1, 2026
Start at the Revenue Marketing Manager tier and get immediate access to the 52-Week RMM Playbook, included at no extra charge.
TRMCRM
The flagship CRM of TMB Tax Bureau. Built for financial professionals who are done playing small.
Objectives? Cool. Accomplishments? Mandatory.
FEATURES
SERVICES
COMPANY
📞 (855) 581-4276
6221 W Wilshire Blvd, Ste 3
Oklahoma City, OK 73132
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TRMCRM