RPS Commissions Update – Agents Meeting
June 11, 2025
RPS Commissions Update – Agents Meeting June 11, 2025
Live Q&A with Syd Michael, Brian Anderon, and Vanessa Roberts
(Raw transcription; not proofed for grammar or spelling.)
Click here for Google Doc of the transcript.
0:03
Everybody, welcome to today’s call. Brian Anderson here. We’ve got Syd Michael. He’s getting on the audio. We’ve got Vanessa as well. Join in, Vanessa. Are you here? Let’s see if Vanessa and Syd are connected. Hey, Brian, I am here. Awesome, Syd. Can you hear me okay? No number 13 in your program. Number one in your heart. Awesome, man. Thank you guys.
0:28
Yeah, thank you. you. All right, let’s do it you guys so hello first of all We’re gonna kick this off We got some we got some good and some bad But the key is transparency and getting everybody working together.
0:44
So let me just share everything and break it down. Let’s start with the goods.
0:49
All right, it’s always better that way. Hey, can you guys hear me Okay, everybody on the line?
0:56
Just give me one or two or some kind of acknowledgment that you’re hearing the audio.
1:00
Okay, I just want to make sure I had a few people say they weren’t.
1:04
Okay, yeah, I must be working now.
1:06
Thanks. Thanks, everybody.
1:07
I see all the comments. Okay, great.
1:11
Perfect.
1:13
All right, well, let’s get this moving. First of all,
1:18
First of all, my phone would ring right then, right?
1:22
It’s WhatsApp. I don’t know how to stop the audio. Hang on.
1:26
We’ll just let it go in a minute.
1:31
We’re definitely over a million because I just triggered another quarter million today.
1:39
Yeah, I did the math yesterday, and then it came over the top. I saw it posted.
1:46
In less than 30 days and that’s payouts not to Syd or me but to each of you. If I put Syd’s commissions because he’s like beast mode, I don’t brag on him on the calls because I don’t want it to come across wrong on the calls because you know you feel like he’s been a part of it but he’s generated a bazillion deals so anyway Syd knows that so he doesn’t need me to tell him but but look for everybody here?
2:16
The velocity of commission payments is increasing, and that’s what matters, right?
2:21
That’s what matters.
2:24
Yeah, my voice is different.
2:26
I had a nose surgery yesterday, and I’m wearing a cloth or something on my nose, so that’s why I sound kind of funky.
2:37
Yeah, I’m at home sitting in a chair in my bedroom.
2:42
So yeah, it’s a little insane.
2:44
On the morning call, we had an 11 o ‘o’clock call for the forge group and I was like oh, dude, I’m in pain but no thanks, Michael. But, yeah, if you look at this payments are going up every month. Now, I’m going to talk about why that’s good and bad. There’s some bad to this and you’re like what I’ll explain so for all those who got payments and have been getting payments. Awesome, you guys. You know have been here through thick and thin for four years. A lot of you. So, let’s go, right? Let’s get paid and you guys all deserve it and I couldn’t be any happier. I know Syd couldn’t either today about 45 minutes ago I sent out another round of commissions to Kendall Hendrix. I don’t know Kendall if you’re on the call but I noticed a few of your deals. Jaleesa and I were reviewing stuff and I noticed a couple of your deals were paid other than some small amount of money. I just told Jaleesa and she agreed. Let’s get those out to you so you should see multiple five-figure deals. Today you were the big payout person. Way to go for you. I think your big one was a window company if I remember. Kendall Vicki giggles small but good they all add up I know you’re consistently getting deals paid. Tommy and Tim had a smaller one for those guys, but they liked it Milton Rick Brian had a nice one Chuck Harmon had another five-figure said and Michael Glocky band another good one for him today Super happy for the guy who applied services.
4:24
This is one he’s been wrestling with for a long time. I think the trigger on this one was the one you’d follow up with me so many times over the years I’m excited to send you that.
4:37
Low smoker, another guy, and Michael.
4:40
Yep.
4:41
Yeah, man, and Reggie Marshall, was on the call this morning.
4:44
He had a deal.
4:45
Stanley P was probably the most prolific agent early on.
4:49
If he wasn’t number one, he was in the top three every month.
4:52
He and Scott Hall were trading blows early on.
4:56
And I know Scott’s here with us.
4:57
I don’t know if Stanley’s here or not today, but either way, it was good to send him some money.
5:02
Yeah, Stanley, you are here, awesome.
5:03
And Spurgeon, let’s see, Alexander, all you guys totaled today.
5:10
And then there are a few others. These are every payment.
5:14
There are a few others that we pay via wire and other mechanisms.
5:19
And yeah, it was a monster day.
5:21
It added up to just shy of a quarter million today.
5:26
So pretty insane.
5:28
But it’s not just today. Funny enough, June 5th.
5:32
What is that less than a week ago? It was almost 500k that day. You can see all the names on the screen and I’m not going to read them all, but I remember Bjorn had a bunch. I can’t remember who the big one was Kim and Ron Olson. I think had a big one Christy Pepperdine. And Michael. Well, who’s here? But that was June 5th, May 28th, another couple 100,000. Look at this, right? That was May 28th, May 16th, another big one.
6:06
Look, Syd, I see your name, Scott Hall, Thomas, Carl.
6:13
May 22nd, I think was my birthday payout. Yep, this was a big one too. Steve Brantz had a big one.
6:21
Sandra Noble had a big one that day, I remember.
6:23
But as I start to look at these, May 19th, look at all these, all these payments over and over and over again.
6:32
And they’re well-deserved, right?
6:34
Every one of you knows you deserve it and it feels good to send them out.
6:38
Now, I wish I could send these out every day.
6:41
I am gonna, Jaleesa’s like burning the candle at both ends.
6:45
She’s doing all she can do to stay up with it.
6:48
I think effective July 1 will go back to the twice-a-month payout, if that’s good with everybody, because I’ve gotten through all the backlog and I feel good that we’ve been able to kick out, I don’t know, $3 million in the last, say, four months, almost $3 million in four months.
7:07
So I feel good about it, but I gotta, operationally, I gotta get everything working smoothly internally.
7:12
So we’re gonna go back to the first and 15th of the month and we’ll do that in July.
7:20
But let me show you where the payments come from.
7:22
So, we get letters. For every file we have a 2848, that’s the power of attorney, and we get a refund notification letter.
7:34
This is important because if I have the 2848, I know the client’s getting paid and then you know what I can do.
7:41
I can have one of the team call them, touch base before they get the money, building rapport, building trust, in case the money doesn’t go to the lockbox. Does that concept make sense to everybody?
8:04
Let’s see. Make sure. Yeah. Okay. Good.
8:09
So it’s so important that I have 28, 48. One we can we can track the refund right but two. I know when I know when the refunds come in and we use it for building trust and relationships all the kinds of rapport building. Syd Syd’s a master of that and I’m just showing the same start a different way. This is how many notices per month.
8:31
So November was a big month in terms of the IRS kicking them out. The moratorium ended on August 26 last year.
8:38
There was a small amount that month and then you could see it.
8:41
Now what I want you to see, May and June are our biggest, this 40-day period is the biggest 40 days we’ve had since the moratorium.
8:52
Now, when I say these letters are coming since May 1, that doesn’t mean we’ve been paid yet.
9:00
The money’s not in the bank.
9:02
Syd Wood called it a hip bucket bank.
9:04
It is not in the bank.
9:06
Nope.
9:07
Yeah, guys.
9:08
These payments may be going to the clients because it’s been so long since the normal processes broke down with the lockbox.
9:16
I think our lockbox adherence is about 31% right now.
9:20
Initially, we were 75 to 85 almost every month. So 31% is not good.
9:27
That means we’re chasing payments on the vast majority of deals. And that impacts your ability to get paid.
9:37
I think you guys get it. But I just want you to know everything, right? I want to be transparent.
9:42
So I mentioned on one of the calls recently, we had a couple of agents go wacky.
9:49
I don’t know what to say, guys.
9:51
I had one agent sharing screenshots from the system to a customer designed to sow discontent. I had another agent who I terminated, including all his future commissions.
10:04
It was that bad. He was getting the client to pay him directly instead of us. I think we’re filing a lawsuit.
10:12
I don’t know what’s going to happen with that, but we are locking down more of the information to avoid these kinds of situations.
10:22
Truthfully, we probably were oversharing in terms of customer information, PII, and personally identifying information, because you guys aren’t W-2, you’re 1099.
10:33
And I think of you as a, and so to Syd and Vanessa and everybody else, as a valuable member of the team.
10:40
However, as we’ve gotten down and dirty with a couple of bad situations, the lawyers have been all over me about this.
10:47
So we’re changing what you can see, not maliciously, but just to protect us and you and the customer.
10:58
So some of the information is gonna be restricted.
11:03
Let me see what we have here.
11:04
So we’re gonna share the deal payment status because that’s what matters, right?
11:08
Commission payment status, which matters.
11:10
The refund amount is calculated in fees.
11:12
Status of the five required docs.
11:14
This is something new that I’ve talked to a lot of you individually, but I’ve never done it on a call, but I’m going to do it today.
11:22
We’re not going to share internal notes and correspondence.
11:26
If you come up with other ideas you think I could share that would be helpful, tell me, and if I can, I will.
11:31
I’m going to avoid these kinds of things because right now it potentially if there’s a lawsuit, could get you sucked in.
11:38
or for bad actors, it allows them to do things that we don’t want to have happen.
11:47
Let me pause for a second.
11:50
Syd, does that make sense to you?
11:58
Syd, are you there?
11:59
Let’s see.
12:05
Brian, it makes sense to me.
12:06
All right, yeah.
12:07
We might’ve lost Syd’s audio, but yes.
12:09
Yeah, that’s okay.
12:10
I know he’s here, so.
12:12
I’m here.
12:14
Oh, there you go.
12:15
Yeah, but does this concept make sense, Syd, of how we’ve kind of, I mean, I know you were involved, but how we’ve changed the communication.?
12:22
I don’t want to take anything important away, but I also need to protect the company and the agents.
12:27
A hundred percent, like we’re not, we’re not sharing anything because we don’t want them to know.
12:32
We’re not sharing to protect the customer and you have to protect their information.
12:37
There’s certain information we’re not allowed to share.
12:40
So it has not done it.
12:41
So if any agent, I’ve told all the agents every call, that if they have any questions, send in a support ticket and reach out to me. I’ve even offered my own time.
12:48
We’ll get the answer to whatever the question is. But we can’t just transparently share vital information with all these customers. It’s illegal. Yeah.
12:59
Yeah, and so Brandon I want to go to Brandon’s question because Brandon I feel the same way dude you and guy Bergstrom Bummer on the notes Brandon goes Brian. I’m most concerned about following the deals.
13:09
I have in collections Brandon. I want that to be streamlined. I’m going to talk about that in a second, but I didn’t want to misunderstand your comment.
13:18
Let’s come back to that in just a second.
13:23
Updated agent view, this is going to be released, you’re going to see different stuff, and it’s going to be visible.
13:32
Vanessa, do you know the timeline for that rollout?
13:35
That should be tomorrow morning. We should live.
13:37
You should start to see it tomorrow.
13:40
Listen, there’s nothing punitive.
13:41
If you come up with things that you think I should be able to share and would be helpful, please tell me.
13:48
I want to share as much as possible. I mean that, and I think you guys know that, but I do mean that, and so do Syd.
13:56
All right. So, not pictured. So, let’s talk about it, right?
14:04
We have these 2848 forms, which are the power of attorneys. This is when we get notified they get money.
14:10
Oh, Brian. I’m sorry. Your screen didn’t advance on purpose.
14:14
Yeah. Okay. Okay. Yeah.
14:16
We have this 2848 form and it’s the power of attorney.
14:23
We have the 8822B, which let’s just call the lockbox form, right?
14:26
It has the address to go to the lockbox. That’s the ultimate.
14:31
You know all these people getting checked so fast.
14:33
It’s because they’re in the lockbox or we do have a five-person collection team that’s doing a job right now, but I’m about to level them up by bringing you guys into the fold with them, and we’ll talk about that in a second.
14:47
So I need help protecting the fees and commissions, and here’s what I’ve done. There are five key documents. Why is this four, Vanessa?
15:04
Oh, because one is the addendum or an original CSA with protective language.
15:10
So that’s one. It’s like, yeah, so thank you.
15:14
So our original contract.
15:18
It evolved during the process. I’m sure you guys get it right.
15:22
Like we figured stuff out as we were going.
15:26
I promise you day one in 2021, we did not know what we did not know.
15:31
But it evolved. So we made changes to protect the company midstream on CSAs. So some clients have the enhanced CSA and some don’t.
15:46
So what happened is recently, I got together with John, our CEO, and the attorneys and sat down and looked at every situation where a client’s been trying to weasel out of paying.
16:00
and I took all of them on a list and we came up with language to stop that.
16:08
Look, this doesn’t affect good people.
16:10
For people who want to pay, none of these documents matter because they’re just going to pay. It’s all good.
16:15
But there are clients, there’s a great agent, one of my favorite guys, I won’t name his name, had a client get over a million dollars.
16:23
They qualified under gross receipts. They got all of them about a year ago.
16:27
It came out during the moratorium and guess what, the client refused to pay, and said he didn’t believe it was real, just making up stuff, like complete insanity.
16:38
The agent was going to get north of $50,000.
16:43
I’m now in litigation because I just got angry at this client and we’re suing them and going after them and their accounting firm because they’re complicit in trying to get out of paying.
16:56
They even acknowledged they got the money, so it’s fascinating. Fascinating the whole thing. I’ll have to share it at some point.
17:04
Alright, so I have this updated CSA. We call it the, what do you call it Vanessa. CSA Addendum?
17:15
Yes, yes, yes, yes.
17:16
Okay, the CSA Addendum. I have now with the team about 60% of the clients that haven’t paid to sign it.
17:25
That is like a shield to protect your commissions, you guys.
17:30
It is awesome.
17:33
I don’t want to spend time going over it, but trust me, between the lawyers, John, myself, Syd, Vanessa, and AI, this document protects us, right?
17:46
Also, the power of attorney.
17:48
Doug Starks just asked, hey, Brian, short of calling the clients, how do you know if they got paid?
17:53
Well, the 2848 and the transcript allow us to see it.
17:58
Some clients get paid, but they owe tax liens and it gets eaten up and no money got sent, if that makes sense.
18:06
Some clients get paid and they like to not tell you.
18:09
Some clients are partially paid.
18:12
You know, there’s all these nuances, there’s a lot of nuances.
18:16
So the power of attorney is important.
18:20
Now, the 8821 is useful as well, and this authorization allows us to pull the transcripts.
18:28
Now, we can pull transcripts with 2848, but I like having two methods, because sometimes 2848 just falls out of compliance, and the IRS just drops it, who knows.
18:39
So we’re going to show you the status of these forms on your clients.
18:45
If your clients have signed the new addendum, I’m good, right?
18:52
I feel really good about where we are.
18:55
And you guys should feel good.
18:57
If your clients have signed the new addendum or the original had the enhanced language, we’re in a very good position.
19:06
And you may be asking yourself, Brian, are you telling me that we might not collect every dollar from every client?
19:13
Yes. Realistically, I’d like to collect between 92% and 95% of all the outstanding fees.
19:21
And I’m going to work my hardest to do that, you guys. I’m a realist. I know we won’t get 100%.
19:26
A couple of clients have gone bankrupt.
19:28
I did a settlement the other day because a client was literally about to close down, and I did a settlement to help let them sell their business.
19:36
It was a deal that I originated so that I didn’t have to ask anybody.
19:39
But small situations like that are happening and that’s normal happens all the time. The better the relationship you guys have with the clients, awesome, I know Sean V.
19:52
I called out in a post the other day a guy There are so many of you that do have a Christy Pepperdine that have great relationships and can help play a role We need your help I am using the team I have like 15 people on a team, some of which are the former account execs and some of which are customer service people.
20:17
And I have a team where all they’re doing is calling and getting updated docs.
20:23
The reason is I wanna know when the refunds come, I ideally want the payment to go to the lockbox and I want us to be protected with the CSA, either the original one if it was enhanced or the updated addendum that we recently put together.
20:38
Give me seven if it all makes sense.
20:42
I just want to make it, it’s hard to, you know, there’s a lot of people here today.
20:45
It’s a big call, you guys.
20:48
Okay, cool.
20:56
Okay, awesome.
20:58
Okay, so there was a question.
20:59
I can’t see who asked it, Vanessa.
21:01
How do we know if they signed the updated CSA?
21:03
Can you talk about how everyone will know where their clients are on these forms?
21:09
Yes, absolutely.
21:11
So this is the best mock-up I could do and word, but essentially, because these five slashes four things are either required or already satisfied, in the new portal view, there’s going to be a section at the bottom of your page underneath the refund and fee segment that’ll show you what the customer is expecting to get.
21:34
It’ll have what you see here, this list of four items.
21:39
And if it is required of the customer, meaning they have not signed it yet and we need it, or in the case of 2848, for example, that may have been overwritten.
21:50
Maybe they’ll tell you I’ve signed it in the past, but if the IRS hasn’t acknowledged us as a power of attorney holder, then it is required.
21:58
There will be a red, green required, or satisfied indicator on each of these documents for every deal inside your client portal that will be updated in real-time.
22:08
Awesome. Now, this also allows us to go to bat.
22:12
We get denial letters, most of which are complete IRS garbage.
22:18
Not all, but most.
22:19
If we have the power of attorney, we step in, we have our tax attorneys represent them.
22:25
Ideally, I have one of the CPAs do it.
22:28
But if need be, we have a tax law firm that works on behalf of the client and is included in their fee, they pay nothing.
22:36
So having these documents signed allows us to do the job we were hired and possibly paid for, right?
22:44
Even if they’ve already paid, we must have these just so we can help them in case they get a letter. I want to help every client get every penny they’re owed.
22:55
All right, let’s go to the next slide.
23:03
Yeah, and this is a lot of the same thing, just showing you what it is. We talked about these already. I think you guys know what these are.
23:13
What’s important about this addendum, when in doubt, I would love to get this one signed.
23:19
This, really, really protects us.
23:23
And I promise you, I’m going, to be honest with everybody on this call. I will always be fair to every client, but this document is biased in our favor.
23:36
I’m just never going to do anything wrong by the client.
23:39
It’s not worth it for small amounts of money, but we needed help based on what I’ve seen with some of the bad actor clients.
23:50
This document provides that help.
23:54
The power of attorney gives us that insight we need because guess what happens?
23:59
When I get a list, let me show you. Let me make this as real as I can make this.
24:10
All right. I’m going to be breaking all kinds of rules right now.
24:18
Oh, I see why. Hang on. Show.
24:26
Let me kill the screen. Now let me share. Hang on. I want to show you what I’m looking at.
24:43
there we go on June 9th I got 200 or so letters I want you to note file dates I should map these out so you guys can see these I’ll use AI to map it out for you this company got a refund for one of their quarters it was filed October of 23 February 24 here’s one January 24 April of 24 January 24 9 of 22 how How’s that for painful?
25:12
Good gosh, right?
25:14
But I know about these letters, right?
25:18
I’m just gonna look at one.
25:20
I get a letter and it says they’re getting this money, right?
25:25
So when I get this letter, I pass these over to the quote-unquote collections team.
25:35
Now the collections team, their goal is to collect money, but there are more accounts receivable than there are collections.
25:44
So having that power of attorney gives me these letters, which arms us with the intel to get the money and pay the commissions.
25:53
I think you guys get it.
25:55
Now, lots of clients are good people and they call in via the agent, like I know Sean V’s notified me before recently, and I know others of you have as well, saying, hey, we got a check.
26:07
Now, why did they get a check and we didn’t know about it?
26:10
Well, one, the 8822B had fallen off because of how long it had been, and the 2848 was no longer valid, so we didn’t know about it.
26:18
That is a very bad position to be in.
26:21
We are at the mercy of somebody’s good graces.
26:25
And while there are many good people, there are many bad people.
26:29
So I’m just being honest, right?
26:31
It’s just where we are in life.
26:35
The transcript form is cool, and the tax authorization form, the 8821, is as well.
26:43
This is my backup. Nicole does a lot of transcript pulling in the office.
26:49
The address change form, in case you’ve forgotten, gets it to the lockbox and then back to their business name when their invoice has been paid in full.
27:00
So, what I’m hearing this call to tell you, ask you, is your role has shifted.
27:11
You guys all did excellent on the previous focus, lead generation, but I need you to help play a role in these documents.
27:19
I need you guys to go beyond, originally I said get this and we’re going to be good, and I am doing my darndest to make that a reality, but I know that we will collect that much more with your help.
27:34
I’ll never be able to hire as many talented people as we have on this webinar now, right?
27:40
So have you guys, many of whom have a relationship, helped us get the documents in.
27:45
Look, even if the guy or the gal at the company wants to change something in the enhanced CSA, the updated CSA.
27:52
I can probably say yes to many things.
27:56
I mean, don’t offer that up because it’s designed to protect you, please.
27:59
But I need these forms signed.
28:03
We will bring more money.
28:05
Your life will be better.
28:06
Those of you with millions of dollars pending will be very happy to help play a role in this.
28:11
I promise you, you will.
28:13
Christy Pepperdine has been awesome.
28:14
I heard she helped us get three in the last couple of days.
28:18
So guys, Sean B was one of the first to help us.
28:22
I mean, listen, I need your help.
28:24
What I’m gonna do is I’m gonna have the collection team, I’m gonna have them start reaching out to you via the email we have in the system, introducing themselves and letting you know specifically what they need help with.
28:39
You may not be able to help with all the files, but you may be able to help with some, right?
28:44
So I need you guys to help.
28:46
I mean we all do. All right, what else?
28:57
If you’re talking to them and you want to just get them connected to us, that’s cool too.
29:03
You could even connect them to the person, and endorse them.
29:06
Demetrius is like our collections lead. He’s here in Atlanta.
29:10
I know he worked, he’s been working with Sean hand-in-hand. I watched the emails on one deal. Who else? We have Marcus.
29:17
He’s in Mississippi somewhere.
29:20
The names all escape me now, but it doesn’t matter.
29:24
We’ve got five in that group, and I may add two more.
29:31
And they’re all seasoned.
29:32
They’ve been there, done that kind of thing.
29:33
They have a lot of experience.
29:36
So help us help you.
29:39
Now, I got to tell you the negative.
29:42
And this wasn’t Brian’s idea.
29:44
A lot of you have known about this for quite a while.
29:47
Sean was one of the first people, and Sean and Bjorn were one of the first people to get bit by this.
29:53
But for clients that are not paying, it counts as a negative on your ledger.
30:00
It counts as a debit against your credits if you will.
30:05
So if you’ve got half a million coming and you’ve got 100,000 people that are telling us to F off or we’re not going to pay, we refuse to do anything, go pound sand, I’m I know you’re not a bad person, but the accounting team, John, et cetera, they have to protect the business.
30:23
And the accounting team’s like, no, Brian, that’s a debit.
30:25
So that is now an expense against the credits.
30:29
And you end up getting debited.
30:32
Now, I have overridden as many as I possibly can, and I threw some half-pays at a bunch of platinum agents recently because they’re super cooperative, helpful people, but I need your help.
30:45
It’s not just me. I don’t have the sole authority over everything here, right?
30:52
So I need you guys to work with us and help us.
30:56
There are tens of millions of dollars to pay out across the agent base, and I want you guys to get that money.
31:04
I do. Syd does. Vanessa does. All of us do.
31:07
But we’re going to need your help.
31:09
Early on, we didn’t know how much or how little, but I can tell you right now, other than helping us help them get to pay which is which would be useful the most important thing you can do to make a massive impact is this. I’m gonna have each of you. Vanessa, let’s export the names of everybody who’s here. I know it’s gonna take a little bit of time to have the offshore team put together a list of every one of their clients, or is there a better way to do this, and what’s missing?
31:44
Because I want everybody to have full visibility.
31:46
I know they’re gonna see it tomorrow, you’re telling me.
31:51
Everything except these documents, we’re still building this part, so yeah.
31:54
We can get to work on it.
31:56
Get the offshore team as fast as possible, top priority, starting with anybody on this call first, because these people matter on this call to me.
32:05
Everybody matters, but these people are invested.
32:07
And let’s get them their list. I’m going to instruct the collection team when this call ends to start reaching out to you guys and I have always kept a very strict wall on that with the account execs and stuff because you know I mean they need to be doing their job and you guys have a tendency to want to ask them a million questions and that’s why I had an agent support team, and I didn’t want to have the account exec team doing that.
32:44
But right now, I think that with your help, we can shore this up within 30 days.
32:50
I think it’s not going to be 100% perfect, but I darn well think we can get that thing to 90%.
32:57
And if we do that, you guys, it’s going to mean lots of money coming to all of you, lots of money.
33:05
And you guys all know who has what deals. You guys know that kind of stuff and I want to help.
33:10
I want to help you get it truly.
33:14
No, and Johan I understand for you and listen if there’s a way you can play a role.
33:18
We’re gonna we’re gonna get you to help but we’ll we’ll reach out to you if we think there’s a way you can help but thank you for that.
33:26
But guys we’re in a good position, but the reason I said it’s bad about all these letters is the more letters that out when I don’t have all these 28-48s for every 10 letters I get. There are probably four letters I don’t get and I just got 200 on the 9th think about that for a minute so that means there’s probably 80 letters I didn’t get using the math and I’ve been getting letters continuously since last August so there are lots of letters I don’t know about. I want to shore that up. You can see letters by date. I have this little chart.
34:15
You guys, I’m all about charts and graphs.
34:18
So right now, we have 800 unique items for June. In May, we had 983. So June’s going to be a monster.
34:27
I have a feeling that in the next three months, we could see a complete torrential downpour of deals coming out.
34:34
I mean, they are finally releasing big deals.
34:38
For those of you with large deals, I had three deals with over two million in credit getting paid out in the last 45 days.
34:46
I’m on the positive note and man I never want these calls to seem negative but I know you I owe it to you to be real I got a bandage on my face it looked like Mike Tyson beat me up and it just seems like the day to talk about this stuff and I mean I I need your help, but there’s good news.
35:05
I’ve got an agent that is gonna get a single commission Syd’s significantly larger than the one we sent to Norma.
35:15
Think about that.
35:16
Do you remember when we flew her in for the big payout?
35:21
With the big golf check?
35:22
The golf course check, it was $177,000.
35:27
This agent commission is north of 200.
35:30
It’s in the low to mid-twos.
35:31
I can’t remember the real number.
35:33
It’s going to be higher than two Brian. It is? Yes. Wow.
35:42
Guys, so yeah, Jaleesa is the one triple-checking, quintuple-checking it, and this happens to be a guy, I believe, and I don’t even know him, and I couldn’t be any happier for him, but he’s not the only one.
35:56
One of the Dutchies has a big, big six-figure check coming.
35:59
I see we’ve gotten all but one payment. We’re getting close to a lot of massive checks.
36:06
There’s probably going to be a month when five, or six million get sent out. I mean, that’s what we’re dealing with.
36:12
And there’s so many checks coming that there’s lots of checks we don’t know about.
36:17
And that’s the urgency of what I’m feeling and what we’re all facing.
36:22
And together, though, I have no out, we can crush this out.
36:28
I track all this stuff.
36:30
I make the tech team, and I try to make them track things.
36:33
Let’s see.
36:35
I know, don’t tell Scott Hall if he’s here because he works at Salesforce, but I use this thing called HubSpot here, which I probably should have bought at Salesforce if you want to know the truth.
36:48
So I track docs and let me see like like you can see that blue that’s 751 unique on a certain form i track by each person how are they doing right all these kinds of things super important like right now I have approximately I think we got about 1400 deals that we need to protect via the updated CSAs, guys.
37:31
So I’m going to jump from this to a call with the collection team, instructing them to reach out to you via text, phone, and email, and work collaboratively with you guys to help solve problems.
37:44
And when you guys know you can help, until you have a rapport with the collections team you may at some point, use the agent support team as a conduit.
37:55
And if it’s Vanessa, Jaleesa, me, or Nicole, we’ll route you to the right person and get out of the middle, and we’ll get you connected.
38:04
And Vanessa’s gonna get the offshore team to create a custom view of all of your clients and which ones are missing which docs.
38:13
The most important one is the CSA.
38:15
If I get the CSA on them all, the other ones, usually aren’t that difficult.
38:20
So you help us with that, and we will continue to pay out oodles of money to you guys.
38:29
And everybody here deserves it.
38:30
We’ve all been through the wringer, the whole IRS.
38:34
It’s been insane. We all know that, right?
38:37
It has been completely insane.
38:40
But look, I’m tracking by document type, by form.
38:43
You name it, I track it. I track it.
38:46
And I track who’s my top producer.
38:54
In case you want to know, Mark Lombardi is my number-one guy on getting this stuff done.
38:59
All these different things.
39:01
I’m tracking this stuff like crazy.
39:03
So now, I told John and I told the other exec team, I’m going to bring the agents into play.
39:11
And I guarantee we won’t get them all.
39:13
But with the agent’s help, we’re going to get a massive push on these documents.
39:18
So I do need your help.
39:20
I don’t know how to beg anymore.
39:22
I’d show you my beat-up face if it meant you’d help.
39:24
But it’s big.
39:25
We’ve all worked hard for a long time.
39:31
And yeah, let’s get it done.
39:32
Vanessa, let’s ask some questions.
39:34
I don’t know, Syd, Vanessa, if you guys can see them.
39:35
Let me see if I can bring them up.
39:38
Yep.
39:39
Let’s see.
39:41
Sean has sent me a Slack.
39:42
Okay, I’ll look at that as soon as we’re done here.
39:46
Okay, so yeah, I’ve got a question.
39:48
I can read it and I’ll answer it if it’s cool with you, Brian.
39:51
So when you see those are the documents your client needs, what should you do?
39:57
So the simple answer is to communicate with your client and keep a rapport.
40:01
Clients who are comfortable with your relationship, with you, and with ERTC Express are much more likely to pay.
40:10
right? We haven’t fallen off the radar. They feel it’s fresh on their mind.
40:15
They don’t think that we’ve, they’ve slipped through a crack or like gotten away with something.
40:19
We know that constant communication makes folks much more willing to pay 90, 95% more willing to pay when those checks come in. So continue your communication with them.
40:32
If they have questions about their deal or the docs, don’t try to handle it. Don’t try to manage it.
40:38
Get out of the middle at every opportunity. At all times, encourage them to work with the ERTC Express account manager who is trying to work with them.
40:49
Every single one of these clients has an account manager, and a collections team member, actively pursuing a conversation with them.
40:57
Your reinforcement that they should work directly with us and get you out of the middle is gonna facilitate this much, much more and make things happen faster.
41:06
So if you see any red, any required, your message to them is, hey, you need to work with ERTC.
41:14
Call your agent.
41:15
If you need help finding out who their ERTC Express account manager, collection agent, or contact information if they don’t know it, we can help you in support to facilitate getting them that information.
41:28
We can get collections to reach out to them to reinitiate that contact and keep that communication going, right?
41:39
Any other questions?
41:42
Yeah, I see a lot of people wanting to help immediately.
41:45
And the fastest you can do to get this thing moving with the Offshore team. I want it back as soon as possible.
41:54
Absolutely.
41:56
I mean, put it this way, if they were to get it all done for the 100 and change people on this call that are super plugged in, I might be willing to give all the Offshore team a bonus tomorrow, if they were to get it all back tomorrow.
42:10
So let’s get them working.
42:14
By the end of the day tomorrow, if I could have this out to everybody, that would be useful.
42:19
So yeah, we have, somebody said, how many people are bad actors?
42:24
So let’s look at it a couple of ways. It’s a good question.
42:27
I got clients who’ve got money who don’t want to pay.
42:30
Roland, yeah, like your law firm’s one Roland, you’re not the only one man.
42:33
And I know you have nothing to do with that.
42:35
I talked to that client many times, so I have other clients that have gotten the money, yeah, I said this, got the money, literally don’t want to pay, like I am in court with several clients, I don’t want to be in court with any client.
42:55
I mean the last thing any of us want is to have to go to court, so there are other ways to kind of settle the dispute, right?
43:03
We could go to arbitration, we can use collection practices, whatever.
43:09
The reason we did the UCC lines is to have a little leverage.
43:14
I know Reggie, you and I had an exchange this morning.
43:17
For anybody who asks, as soon as the client pays, within three days, we typically have the UCC lien removed.
43:25
If somebody has a need and they need to get rid of it immediately and they just wanna pay and be done, just let us know.
43:31
We can expedite that.
43:33
Reach out through Jaleesa and Nicole, the team, whoever doesn’t matter.
43:37
Just get a hold of us and let us help expedite those kinds of situations.
43:44
Let’s see what else.
43:45
I’m looking at, there’s a lot of these that I think we’ve answered a bunch of times, but let me see if any of them make sense.
43:50
Have you talked about knowing, folks being able to know what deal they got paid on?
43:54
Because I can talk about that.
43:56
Yeah, that’s okay.
43:57
Let’s talk about it because it’s a big one for Bjorn and Paul who are, Let’s talk about it for every people and for people to get wires because they’re in another country.
44:06
Let’s do it both ways.
44:07
Why don’t you start with every person?
44:09
Okay, absolutely.
44:10
So inside the client portal, this won’t change when your file goes from deferred to full fee paid, that’s when you are owed a commission.
44:19
So folks who want to know, am I going to get paid?
44:21
That’s how you’ll know. Right.
44:23
When you are paid through every on your every statement or your pay stub, which is available when you log into every.com.
44:33
It has the deal that you were paid on and information like the full fee.
44:40
Back in the past when folks made a deposit at the beginning and deferred only a portion, you may see that it was a deposit commission.
44:48
So you can be able to tell that that commission was for a deposit for that deal or the full payment for that deal.
44:55
Every one of your pay stubs has it and every single pay sub is available to you in every.
44:59
Okay, so for folks who don’t use Every, Wires, Payoneer, or PayPal, Payoneer and PayPal allow us to input data in the transfer of funds that is available to you.
45:12
They communicate that information to you.
45:14
You will see the same information, a full-fee deal or deposit deal with a real name.
45:19
Okay?
45:20
Unfortunately, Wires, when they are sent, don’t include that data set.
45:25
You just see money in your bank account, right?
45:28
So, for those, we do send the information, we communicate, they are very rare, we send very few wires, it’s a very specific case.
45:39
In those cases- Well, I’m going to be clear, just because two of our five biggest agents get wires, they’re frustrated, so we need to come up with a solution that solves it, so just, let’s take it offline, I’m not sure if we can do that right now, but it’s important- to make sure they’re happy.
46:00
But I want to do it in a way that doesn’t create undue work on the team, yet also gives them what they need.
46:05
Like it’s, they got to have both somehow.
46:07
Absolutely.
46:08
Yes.
46:10
All right.
46:11
So that’s a great question.
46:15
Somebody just asked, what about my deal?
46:17
And it happened to be Scott Hall.
46:19
Scott, I know that I am looking at the large deals and I know your largest deal, which is a monster, is they signed the docs the other day.
46:30
So, Mark, I got Mark Lombardi, who’s our number one person on getting these signed, working on the bigger deals, if that makes sense.
46:38
He’s just having a higher success rate.
46:40
But yeah, Scott, yours was signed and they’ve been very positive.
46:45
There are no issues with them.
46:48
Most, you guys, most clients, there are no issues.
46:51
Let’s quantify how many there are.
46:53
There are about 300 clients that have some level of issue, most of which I don’t want to pay as A percentage.
47:04
It’s a really small amount but it’s 300 clients. It’s 300 checks. Right, you guys should be getting that we did the work and they got paid.
47:16
I mean I’m gonna be taking a really hard stance with those clients.
47:23
I’m gonna be taking those clients to arbitration or lawsuits depending on the dollar amounts.
47:29
I don’t wanna do that because it costs a lot of money and it’ll reduce the revenue and fees and commissions and everything, but I’m not gonna let them take the money, walk all over us, and tell us to pound sand.
47:41
It’s not gonna happen.
47:43
So there’s about 300 of those.
47:47
No, we have thousands and thousands of clients, so what else?
47:52
Let’s see.
47:54
I see, all right, Johan said Payoneer works well for him, that’s awesome.
48:07
Brandon’s asking about a specific deal.
48:13
Let’s see.
48:15
Clients that went bankrupt, you know, there’s nothing we could do.
48:18
it’s gonna be a write-off on those.
48:20
So those are, there’s very few.
48:23
I think there are less than 10 clients that have gone bankrupt, which is surprisingly low.
48:34
Yeah, Ryan just said, hey, Brian, I got a client like that.
48:37
She’s given Josh, who’s one of the collection guys to run around about sending in her feed.
48:41
Josh will get it.
48:42
Josh worked for a collection law firm for a long time.
48:44
He knows what to do.
48:46
And look, we have UCC lines on these clients.
48:49
Now that doesn’t matter to everybody, but I tell you what, I didn’t even want to do it on the front end, but John was adamant and it’s proven right.
48:57
I can’t tell you how many clients have wanted to pay because of removing the lien.
49:03
I’m like. Absolutely. It’s all good, you know.
49:10
So we’re going to work on the list for all of you.
49:15
There’s a lot of questions. How do I know if it’s me or you guys?
49:18
it’s very real that every one of you could have some clients that owe docs and that doesn’t on its own doesn’t mean anything but we have to solve it as quickly as possible.
49:29
If a client owes some docs and they’re willing to sign it dude we’re good there’s no animosity let’s just get them signed they agree all the clients agreed to have 2848 and the lock box that was in their terms when they deferred the payment. So what does that mean?
49:50
If there’s no 2848 and no lockbox and they got deferred, we have no idea when the money will come and we’re in the dark.
50:00
And we’re going to, I’m probably, if I see clients, let’s say they’re bigger clients, like let’s say the fee is 40,000 or more.
50:08
If I see a client with $40,000 or more, or maybe the numbers even lower, is refusing, let’s not even talk about refusing to pay, but refusing to sign the documents. To me, that’s a sign of bad faith.
50:22
And I’m going to act with the full power of a flush bank account to protect all of us.
50:30
I am going to, no client’s going to stand up when they sign legal agreements and say, no, that’s not what I meant.
50:39
I mean, they can try that. They can try all these things.
50:42
We’re batting a thousand so far on disputes that have gone to arbitration or court.
50:48
Now a couple are still in play so I guess it’s premature to say a thousand.
50:52
But that costs a lot of money and I don’t want to waste money on that.
50:55
I would rather cut through the **** and just get stuff. Let’s get it signed and get them on the right path.
51:00
Let’s not be, let’s not have animosity if we don’t have to. Yeah, good feedback on Josh.
51:07
Next, Ryan. Let’s see.
51:14
If the business was sold, it’s a good question, Mike.
51:17
Michael O ‘Reilly asked, what do I do if a business was sold?
51:20
So if a business was sold, it doesn’t impact, right?
51:27
If they sold the assets, but not the company, then the original owners get the proceeds.
51:34
If they sell the whole company, the new owners get it.
51:37
Let us know so we can try to run it down with one of the team, Michael, since you’re up on that.
51:41
Let us know the deal.
51:42
Let’s just get the communication flowing.
51:45
So I want to tell you, if I can add in a hundred-plus vested people to help us, we are going to dramatically increase the number we have.
51:58
Right now, out of all the accounts receivable as a percentage, 67% of the AR is super protected.
52:06
33% of AR require additional documents.
52:09
Let me do it that way.
52:12
So two out of three, you can look at it that way.
52:14
Two out of three are good, and one out of three is not good.
52:16
But I was doing it from a revenue standpoint.
52:19
And as I go after the bigger deals, it’ll close the gap faster.
52:24
I mean, some deals are really little, you guys and I’m probably not gonna spend a lot of cycles on them when the whole deal is $800 in fees or $2,000 in fees.
52:33
We’ll see where it goes.
52:34
Any other questions that we didn’t answer, we should answer as we come up on the hour.
52:39
I appreciate everybody being here.
52:41
Listen, it’s not always easy talking about negative stuff, but I hope you see with the millions of dollars we’re paying out, there are a lot of positives too.
52:49
And I cannot wait to tell you the person getting over $200,000 and make a big deal out of it.
52:54
And, you know, we’re going to do all those kinds of questions.
53:02
Let’s see.
53:05
Can somebody grab, Joseph Smith, I see your, I see this message.
53:10
Vanessa, can you grab that so we can figure out what this is?
53:14
Yep, I’m reading it right now.
53:16
Yep, Joseph, we will.
53:17
I see your message right there near the end.
53:26
Yeah, but yeah, I’m only paying.
53:28
Okay, this is a good question.
53:29
Let me just be honest.
53:31
Some clients are going around their agreement.
53:34
The agreement calls for them to pay the fee in full, and I’ll post it in a group so you can see the agreement and where it says that. And there are a bunch of clients that just don’t want to do that.
53:45
I get it. I do get it. So what does that mean?
53:49
That means they got one check or two checks and according to the contract, all or most of that money hypothetically was supposed to go to us under the contract. A couple of them have decided to interpret the contract how they want.
54:05
I’m probably going to sue those clients or I’ll probably try to arbitrate rather than sue To force them.
54:11
I’ll get a default judgment and go after them. I’m gonna have to run like a mini law firm. You guys to collect some of this money. But I will. I don’t mind and now we have the money to do it. So, I was paying everybody on every payment early on for the longest time until I started realizing what was happening with clients. So, I switched to only paying deals when they’re paid in full because I have a lot of clients that are simply not paying and they’re not honoring the contract. So it’s problematic.
54:49
I mean, but you know the one you know, one of the ones they got all six of their checks.
54:53
And I mean, they’re complete yahoos. It’s not your fault.
54:55
I know it has nothing to do with you as a referral.
54:57
But it’s like you guys, there’s no rhyme or reason you can’t fix stupid all those little phrases.
55:03
People will do what they do.
55:05
We just need to work as a team and protect the deals.
55:11
And listen, if we can somehow change, I would love to pay everybody in partial.
55:18
It wasn’t my idea to stop.
55:20
But when I realized that a lot of clients were trying to get out of paying, they would pay some.
55:26
And they’re like, that’s all I’m going to pay.
55:28
No, I’m done.
55:28
I’m not paying anymore.
55:30
I refuse to pay anymore.
55:31
Like, we get messages like that.
55:33
So it’s just hard for us because it puts us in a weird position.
55:37
On the one hand, I want to send money every flipping day to people.
55:42
But on the other hand, I got to be careful because I’m going to find myself over my skis, so to speak, on some deals.
55:48
Because that’s just what happens.
55:51
Let’s see.
55:58
Yeah, Joseph, I’m sure there’s a lean on it, but Vanessa, check that one for Joseph Reinhardt near the bottom.
56:04
Yes.
56:07
And yeah, if you’re in every, like, Chuck Harmon, I know I sent your payment today.
56:12
I don’t remember the name offhand.
56:14
I think it was a good one.
56:15
Chuck, I know that’s not a good answer, but I want to say it was pretty good.
56:20
It was, yeah.
56:21
And Jaleesa just answered him in Slack.
56:22
I saw her just message, Chuck.
56:24
All right, cool.
56:29
Yeah, so bad debt on clients that we’ve spent X amount of time and money. A lot of times that includes legal in addition to accounting.
56:40
So in addition to customer service and other resources.
56:42
So it’s it’s it’s not it’s not great. I mean, but it is what it is.
56:48
So it’s not a pervasive problem, but I think together we can fix it. It’s enough of a problem that we need help.
56:58
I mean, we have 50-plus employees right now, maybe right around 60, I think.
57:04
And we’re doing all we can, but we’re also, we’re also fighting on behalf of every one of these clients, even the ones that don’t want to pay.
57:13
We’re helping, we’re responding to IRS letters, we’re hiring tax attorneys to represent them.
57:21
So we’re doing everything we can.
57:23
We’re doing everything right by the book.
57:25
So if we had to stand up in court, did we honor our side of the agreement?
57:29
The answer is always going to be yes.
57:31
Like if my grandmother, who’s not with us, but if she was with us and was looking at it, she’d be like, you know, Brian, did you guys do the right thing? You know, I want to be able to say yes to that. I do.
57:42
So that’s what’s uh, that’s what’s going on. And uh, Johan, I love your comment.
57:48
The most profitable online business I’ve ever done. Thank you. So no, thank you.
57:52
And all of you guys, there’s nothing negative you guys, Thomas Squires, let us know who it is, and let’s look at it and try to help you.
58:02
You just wrote in at three. You’re right though.
58:05
That’s the most money any product I’ve ever seen witnessed or been a part of.
58:10
Yeah, I’ve seen Syd. Between all of us, me you, and Vanessa at least we’ve been behind the scenes with almost every marketer you can think of.
58:20
You guys know, I know, and I’ve probably worked with, I promise you, that the amount of money we’re paying out is in the top five or 10 of any course product SaaS at all. For real.
58:36
Like, hey, Brian, what I can, I can’t, I can’t, the highest paying product out there right now in terms of actually paying money out there.
58:46
I can’t mention, you know, I’m just as excited what’s and because we talked about today on The Forge. Yeah, we’ve got the perfect we’re covering all bases moving forward and we’ve kind of pivoted a little bit you and I and all of us and we know that when you offer something that people need you don’t have to sell anything and that’s the secret to being a quote-unquote closer to have the right offer. If you think about this for those that were on that call this morning we went into what we were doing with R&D tax credits we went into healthcare stuff.
59:21
It’s really good, you guys, and I hope to open it up to more people soon, but it’s good. And this ERTC is great. It’s just the beginning.
59:34
Just the beginning.
59:37
And yeah, I can tell you that at least 10 people that I know of in ERTC Express did over a million dollars to them and I’d love to see that number go up you know by the time it’s all said and done there are lots of people that have made hundreds of thousands of dollars. I know there are three people right now pending a six-figure check including somebody with a 200-plus thousand dollar check so big checks it’s all one it’s got about a hundred and seventy $5,000 pending that he’s following closely.
1:00:15
I know, the key element of the R&D tax credit is you work hard now you get paid now and later and later and later and later and a 40-year track history stand strong.
1:00:26
We’re not gonna run into any of the problems that we ran into the ERTC. Yeah, and when we talk about the problems here, I mean we weathered the worst of it you guys as a team.
1:00:37
We did well guys, all of you, every one of you persevered through what I would consider unbelievable adversity from the IRS, right?
1:00:49
I think you guys get it. All of us did.
1:00:52
You guys should be commended.
1:00:55
What we had to deal with, and not just us, but our clients, but on this call it’s us, okay? On this call, it’s about us today.
1:01:04
This is not a client call. This is a call about you.
1:01:07
What everybody had to deal with, No one could have seen it coming.
1:01:12
It was like a cat five hurricane hitting an F5 tornado with global warming all at once, you know, so much misinformation.
1:01:24
You guys, we’ve had less than 10 audits with tens of thousands of files, less than 10.
1:01:30
So to say all files are fraudulent is mathematically not true.
1:01:35
Even if you took the IRS decline letters that we’ve been getting. As a percentage, it’s under 10%.
1:01:42
And we’ve argued successfully on so many of them because they’re just wrong.
1:01:47
Like when you try to argue that a business in California that’s a restaurant wasn’t affected by government mandates, you know it was a form letter from the IRS. That’s all.
1:01:57
So just just know, we’ve been through the wringer and credit to the government.
1:02:03
You know, it opened up under President Biden finally last here and Trump is continuing the payments.
1:02:08
Most of you know there’s language in President Trump’s big, beautiful bill that would dramatically impact retroactively ERTC.
1:02:19
Let’s hope it doesn’t pass.
1:02:21
I hate to say it.
1:02:21
Let’s hope it doesn’t pass.
1:02:23
It’s not fair to all these business owners that have filed in good faith 18 months ago.
1:02:29
Let’s just, all we can do is write to our congressmen.
1:02:33
I did, and we have lobbyists and we’ve spent money on that.
1:02:36
And I’ve done what I can do.
1:02:37
I’ve even gone down to Palm Beach and met with the people in the administration if you will.
1:02:43
And that’s all we can do.
1:02:45
As long as I know that we left it all in the field, I’ll feel okay about it and not, you know.
1:02:51
And we’ve got a few tricks that I don’t want to share right now even if your client was after January 31st of 2024, I got some ideas, don’t worry.
1:03:04
I will tell you as a percentage less than seven percent of all the files we did happened after January 31st of 24. Almost all of them happened at the very end. There was a period in very few files in 24 because of the morale you know as you would imagine for good reason the morale issues during the uh during the what do they call the moratorium. So, that’s what I got. I don’t have much more to add to that.
1:03:38
A lot of good, you know, a million plus, three million in almost four months. Expand that with the thousands of letters that have been issued recently with more payments.
1:03:52
The takeaway is to help us help you. We’ve intentionally kept that separated.
1:03:57
we’re stopping that and we’re gonna take, gladly accept the help.
1:04:02
A lot of you have been helping throughout. For instance, Bud Clark’s help, and Sean V’s help.
1:04:07
I see a bunch of names here that have kind of helped. Scott Hall. Yeah, I mean guys, we’ll get this.
1:04:16
We won’t get them all, but we’ll get the vast majority and the process will work as it’s supposed to.
1:04:22
And as Syd said, the R&D stuff is super exciting, especially with the changes in the Big Beautiful Act.
1:04:28
So it even gets better.
1:04:30
So it’s hard to know, but I’ve got that dialed in.
1:04:33
I’ve hired a whole new team and some more experts in that area.
1:04:39
And I’ve spent the last year learning and doing it and becoming a junior-level expert in this area, but lots of good stuff.
1:04:49
The healthcare thing we’ve talked about, We’ll let the team release that when it makes sense.
1:04:56
But lots of good stuff.
1:04:57
So I want to be transparent, share the good, share the bad, and share how you can help.
1:05:02
And I think we did that.
1:05:03
Vanessa, you’re going to reach out to everybody.
1:05:07
How are you going to deliver the list?
1:05:09
Is it going to be via an email to each person?
1:05:11
How is that going to work?
1:05:14
I plan to make a Google Sheet and then give each person a link to view the sheet that we produce. Okay.
1:05:28
Let’s, yeah, that’s good. Yeah, let’s do that.
1:05:34
And let’s also make sure the collection team has access to all the sheets so they can at a whim see if they’re talking to say Doug Starks and, if they know any deal Doug’s working on. Okay.
1:05:46
You know, kind of I know you said that folks could connect with collection people.
1:05:57
I’ll set up a way to facilitate communication that doesn’t distract or inhibit the collection agents from focusing on their calls but does facilitate the flow of the information that we can share.
1:06:10
Okay, that sounds good.
1:06:11
Cool.
1:06:14
All right, everybody.
1:06:15
Yeah, listen, I am done.
1:06:17
Vanessa, is there anything else we need to hit right now or not?
1:06:21
Yeah, I’ve got a few people saying, My client got a message.
1:06:25
I’ve got an update from my client.
1:06:27
How can I facilitate moving things along?
1:06:30
Okay, yes.
1:06:32
So, great question, thank you.
1:06:33
If you’ve got updates or can help with the client, Vanessa, get their names, and let’s get to those people today while we wait on the Offshore team to kind of build that out tonight.
1:06:45
Yeah, and I can say real quick, if you- Let’s get correspondence going immediately today to try to help them play a role.
1:06:52
And if anybody has correspondence from the IRS to a client, have them forward it to closing at ERTC.com because we’re gonna immediately get to work on it.
1:07:03
So that’s the easiest answer.
1:07:04
That’ll put you at the top of the list.
1:07:05
Closing at ERTC.com, any communication that a client has received.
1:07:12
Otherwise, yes, we can, ertc.team slash support is the agent support.
1:07:17
And a lot of you guys, all our platinum members, you’ve got us in Slack.
1:07:25
Okay, anything else you guys, do while we’re sitting here?
1:07:28
Anybody else?
1:07:32
I’m gonna give it one more second.
1:07:35
We’ll set up another meeting in a couple of weeks.
1:07:37
I don’t wanna schedule them every week because I don’t always have a good update every week and I don’t wanna waste your time.
1:07:42
But we will keep updating you regularly.
1:07:47
So why don’t we tentatively say, Vanessa, 24th of June, What would that be is that a Tuesday?
1:08:00
23rd or 24th that week if we Let’s look. We can do an update on a lot of what’s happening then and just kind of give you an update.
1:08:13
We may not even need an hour, but I’d love to give you an update and if something comes up, I can update you on Facebook right away Okay? Well, I’m awesome. Thank you guys.
1:08:25
I’m gonna get this thing moving and I will talk to you guys soon. Thank you, everyone, for being here.
1:08:31
Appreciate you.
1:08:31
Thank you.
1:08:32
Thanks, Brian.
1:08:32
Thanks, Ed.