FREQUENTLY ASK QUESTION CENTER

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Which program is right for my firm?
General
All

If your offer and pricing aren't locked in yet, start with Firm Huddle. If your offer already sells and your lead flow is consistent, Sales Firm takes the calls off your plate. On a call we'll tell you plainly which fits.

What's the difference between Firm Huddle and Sales Firm?
General
All

Firm Huddle fixes the offer: we build your packages, pricing, and sales process with you, and you or your team run the calls. Sales Firm hands off the calls: our Sales Professionals sell your established offer for you. Many firms do Firm Huddle first.

Does Sell Up generate leads?
General
All

No. Your marketing stays yours. We make sure the leads you already have turn into paying clients.

Do we have to change our marketing?
General
All

No. Your marketing stays the same. With Sales Firm, the calls you already book go to our team instead of your calendar.

Do you work with companies outside accounting and tax?
General
All

Through Sales Training, yes, for organizations with an in-house sales team. Firm Huddle and Sales Firm are built only for accounting and tax firms.

Do your Sales Professionals give tax advice?
General
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No. They sell your offer and route every tax or financial strategy question to you and your advisors.

How fast can we get started?
General
All

With Firm Huddle, your new offer is on live calls within 30 days. With Sales Firm, our team is on your calls in about 30 days.

Where is Sell Up based?
General
All

Sell Up is based in Austin, Texas, serving accounting and tax firms across the US.

Is Firm Huddle sales training?
Firm Huddle & Sales Training
All

No. Firm Huddle fixes the offer, not your sales skills. Most firm owners are already decent at sales. What's missing is a packaged, priced offer and a repeatable process around it, so you stop giving free advice, custom quoting every prospect, or bending on price.

What does Firm Huddle build with us?
Firm Huddle & Sales Training
All

Your offer, pricing, and positioning, built with you in two meetings. Then the scripts and sales process SOPs your team runs: pre-meeting texts and emails, post-meeting follow-up, and referral scripts. Your new offer is on live calls within 30 days.

Who is Firm Huddle for?
Firm Huddle & Sales Training
All

Accounting and tax firm owners, partners, and client-facing advisors who want to get paid for the advice they're already giving. It's a fit whether you run the sales calls yourself or have a team that does.

What happens after the offer is built?
Firm Huddle & Sales Training
All

You get 3-6 months of sales advisory on your real calls. An advisor listens to your recorded calls, gives feedback, and role plays with you and your team, with support in a private Slack channel along the way.

Who is Sales Firm for?
Sales Firm
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Firms with an established offer that already sells and consistent lead flow, who don't want to hire an internal sales team or tried and it didn't work. Most firms start with Firm Huddle and move to Sales Firm once the offer converts.

How does Sales Firm work day to day?
Sales Firm
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Our Sales Professionals run your booked calls under your brand. Every call is recorded, our team huddles daily with role play, and you see every deal in live reporting in your client portal, synced to your CRM.

What's our role once Sales Firm launches?
Sales Firm
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We build your lead qualification and routing with your leadership before launch. After that, your part is a biweekly or monthly leadership meeting with our team, plus answering the tax and strategy questions we route to you.

How is Sales Firm priced?
Sales Firm
All

A one-time setup fee, then ongoing compensation tied to what we sell for you. If you've done Firm Huddle, that investment is applied toward your Sales Firm setup. We walk through the numbers for your offer on a call.

Do you train in-house sales teams?
Firm Huddle & Sales Training
All

Yes. Sales Training is for organizations whose teams already sell, led by Brian Mayoral, former international sales trainer for Tony Robbins. It's built around your offer, your buyers, and your calls. Learn about Sales Training.