Service Bureau Onboarding Masterclass

Lead. Train. Scale.

The Service Bureau Onboarding Masterclass is your complete, plug-and-play training system for onboarding new tax software buyers. Built specifically for Service Bureau owners, this system helps you train your EROs with authority, professionalism, and structure — without having to reinvent the wheel each time.

If you're ready to stop winging your onboarding and start building a scalable, professional onboarding process that turns your buyers into long-term partners — this is the system for you.

Ideal For:

- Service Bureaus onboarding new tax professionals
- Tax software resellers training EROs
- Bureaus that want to improve retention, branding, and client outcomes
- Firms building a structured, compliant multi-office operation

What Your EROs Will Learn:

- How to build their business with confidence
- How to present themselves as professional EROs
- How to choose and sell a signature offer
- How to confidently lead client conversations
- How to implement systems for productivity and client success
- How to scale and maintain strong leadership in their tax office

Training Modules:

1. Establishing Your Business Authority
2. Crafting Your Signature Offer
3. Presenting Like a Pro
4. Mastering the Sales Process
5. Systems & Accountability
6. Scaling & Leading with Confidence

What’s Included in This Package:

- Editable Workbook
- Trainer’s Guide (Instructor teaching notes & walkthroughs)
- Complete Slide Deck 
- Sales Scripts (Discovery call + closing call language)
- License Agreement

Licensing Terms:

By purchasing this product, you are receiving a non-transferable, non-resale license to use these materials for your own training purposes (internal education, onboarding, or mentorship).

You may not resell, repackage, or distribute the materials to others in any form.

License Duration:
-  License is valid for 12 months from the purchase date.
- To continue using the product after the 12-month period, you must renew your license.
- We recommend tracking your license date to avoid interruption of use.

Refund & Chargeback Policy:

This is a digital product, and all sales are final. No refunds, returns, or exchanges will be issued under any circumstances.

Once your purchase is confirmed, you will receive immediate access to download the materials.

By purchasing, you acknowledge and agree to the following:
- You understand this is a digital, downloadable product
- You waive your right to chargeback or file a payment dispute
- You agree to honor the license agreement and terms of use

Attempts to initiate a chargeback for a valid digital purchase will result in:
- Immediate loss of access
- Revoked license
- A report filed with the payment processor for digital fraud prevention

Legal Notice:

All content in this package is protected under U.S. copyright and digital licensing law.
You may not share, duplicate, resell, or modify this product for external commercial use.

Doing so violates the license and subjects you to copyright enforcement.