Your customers are about to get paid. Bank of America projects $65 billion more in tax returns this year—up 18%—with the average American getting back $3,400. Pat lays out three promotional frameworks to theme your February social media around this windfall:

Return to Your Service: Go into your CRM, find past customers, and offer them a discount to come back by April 15th. Position it as using their tax return to reinvest in themselves.

Bye Bye Bills: Offer annual plans so customers can pay once and eliminate a monthly bill. Frame it as one less thing to worry about for the entire year.

Free: Position your product as a bucket list item that's now "paid for by the IRS." Play on the splurge mentality that comes with found money.

The rapid-fire Idea Slam covers four common questions: How to prepare for emergencies (cash reserves, digital products, proper insurance), where to start with AI if you're not techie (pick Claude, ChatGPT, or Gemini and talk to it daily—plus start building SOPs now because AI agents are coming), how to get reviews without annoying customers (ask at the transformation moment, use a two-link strategy), and what to do when a hot lead ghosts you (change the contact method, try audio messages, and never stop reaching out).

Pat also shares his takeaway from a chamber networking event: 90% of the room weren't owners. That's why the SBOC is different—it's a curated community where owners connect with owners, no salespeople allowed.

(00:00) - Welcome & Weekend Recap

(04:00) - News: Super Bowl LX & Winter Storm Fern

(08:30) - Small Business Spotlight: Doris Jones

(09:30) - Lead Story: $65B Tax Return Windfall

(16:00) - Three February Marketing Frameworks

(17:00) - Sponsor: Gen Head

(18:30) - Idea Slam: Emergency Preparedness

(22:00) - Idea Slam: Getting Started with AI

(26:00) - Idea Slam: Getting Reviews Without Being Annoying

(29:00) - Idea Slam: What to Do When Leads Ghost You

(33:00) - Sponsor: Enji

(35:00) - The Greatest Job Title & Why SBOC is Different

(39:00) - Close & Upcoming Schedule

Daily shows start February 2nd, Monday through Thursday at 11am Central.

tax returns, small business marketing, February marketing, AI for small business, SOPs, AI agents, customer reviews, Google reviews, lead follow-up, sales persistence, emergency preparedness, business insurance, networking, SBOC

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