Skip to main content
Daniel Tapia

Daniel Tapia

Director of Revenue at Tax Maverick and Director of Tax Plan Expert Advisors; business growth strategist helping tax firms scale with high-ticket offers.

Aug 22, 2026

14:54
Can you walk us through this incredible seven stage that is, you call it like predictable assessment where you knew almost to the T where they were at in their business when they described their situation?
15:05
Well, yeah, let me tell you how we kind of came about this idea, because when we were scaling our own company to multiple seven figures per year, one of the biggest problems that happens when you go from a million to three to five million dollars is that your client success starts dropping and it starts like falling apart all your things that worked to get where you're at.
15:29
Now you're not the one working with clients and someone else is working with clients and they drop the ball and then you're like, why is this not working? It used to work and now things start breaking.
15:37
And so I got so frustrated and I'm like, what's the pattern here? Why are some people winning? Why are some people not winning? And I actually created this as a brainchild to help our client success team because I'm like, guys, follow this framework.
15:53
Like this is the pattern to go from here to here and from there to there.
15:58
And this is the kind of like the, you know, essentially this is what we created off that frustration of like clients are not getting results.
16:05
And I'm one of those people that there's gotta be a result.

8 MINS LATER

24:09
Where did you learn this and how did you expand

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.