★ Today's Focus
📞 Quick Prospect Log
📊 This Month's Closes
🔥 Hot Prospects (Decision Stage)
1 Full Pipeline
↓ Full Prospect List
| Name | Product | Stage | Deal Size | Source | Next Action | Last Contact | Close Prob. |
|---|
2 CTAP Tax Plan Tracker
What Is CTAP?
CTAP (Cornell Tax Advantage Program) is a proprietary tax reduction strategy for business owners and high-W2 earners. CCH delivers a documented implementation plan with coordinated execution through the client's CPA and legal team.
Typical Fee: $30,000 implementation + $12,000/year ongoing
Client Value: $50K–$500K+ in tax savings (3–10× ROI)
Close Signal: Business owner, $500K+ income, frustrated with tax bill
Prescribe, don't explain: "We've already identified 3 strategies. We just need to execute."
Typical Fee: $30,000 implementation + $12,000/year ongoing
Client Value: $50K–$500K+ in tax savings (3–10× ROI)
Close Signal: Business owner, $500K+ income, frustrated with tax bill
Prescribe, don't explain: "We've already identified 3 strategies. We just need to execute."
CTAP Pipeline by Stage
| Client | Income Range | Tax Savings Est. | Impl. Fee | Annual Fee | Stage | CPA Aligned | Next Action | Due |
|---|
3 1031 Alternative Tracker
What Is a 1031 Alternative?
A 1031 Exchange Alternative is used when a client has sold or is selling real estate and wants to defer capital gains WITHOUT the restrictive rules of a traditional 1031. Strategies include Opportunity Zones, DSTs, QOFs, Charitable Remainder Trusts, and structured installment sales.
Ideal Client: Sold real property, $500K–$10M+ in gain, not interested in replacement property burden
CCH Fee: Varies — referral/coordination fee + ongoing AUM if assets placed
AUM Opportunity: Proceeds placed with Ryan → direct AUM impact
Close Signal: "I just sold my building" or "I don't want to do another 1031"
Ideal Client: Sold real property, $500K–$10M+ in gain, not interested in replacement property burden
CCH Fee: Varies — referral/coordination fee + ongoing AUM if assets placed
AUM Opportunity: Proceeds placed with Ryan → direct AUM impact
Close Signal: "I just sold my building" or "I don't want to do another 1031"
1031 Pipeline by Stage
| Client | Trigger Event | Capital Gain Est. | Strategy | AUM Potential | Stage | Atty Aligned | Next Action | Due |
|---|
4 Scripts & Objection Handlers
Opening / First Touch
"[Name], I appreciate you taking the time. I'm not here to pitch — I want to understand your situation. Dana Cornell's team has already identified what looks like a significant tax and wealth structuring gap for someone in your position. My job today is to confirm whether that's actually true and what it's worth to you. Fair enough?"
WAN Referral Opening
"[Name], [Advisor] connected us because they wanted to make sure you had access to the right resources. At Cornell Capital, we run a proprietary diagnostic that typically surfaces $50,000 to $500,000 in missed tax and wealth opportunities. We've done it for [Advisor]'s other clients — the goal today is to see if it's worth doing for you."
Diagnostic Delivery Frame
"Here's what we found. You have [X] situation — most advisors in your position miss this because they're focused on [Y]. We've quantified what this is costing you: approximately $[Z] per year. The question isn't whether this is real — we've documented it. The question is whether you want to execute on it."
AUM Transition Frame
"The other thing that came up in our analysis — you have investable assets sitting in [X]. We have a senior advisor, Ryan, who specializes in positioning those assets for both growth and tax efficiency. After we close the tax work, I'd like to make that introduction. It's part of how we coordinate the whole picture."
Hormozi-Style Close — Prescribe, Don't Offer
"Here's how this works. We move forward today at $30,000 for the implementation. That gets you [X deliverable], [Y result], and [Z coordination]. The annual engagement after that is $12,000 — less than you're probably paying your CPA to not solve this problem. This is the path. The only question is timing — does this make sense to do in Q2 or do you need to wait until [event]?"
Urgency Frame
"Every month this sits undone costs you approximately $[monthly tax drag]. We're not selling you something — we're stopping a leak. The sooner we start, the more we capture."
CTAP-Specific Close
"The CTAP implementation we've designed for you targets $[X] in tax reduction. Your CPA is going to love this because we hand them the documented plan — they execute, they look like heroes. Our fee is $30,000 one-time. You'll likely see $[3–5×] return in Year 1 alone. This is not a maybe — this is a math problem."
When CPA Is a Gatekeeper
"Let's get your CPA on the phone together — I'll walk them through the technical structure. Most CPAs who see this become our biggest referral sources. If yours pushes back, that's actually information worth having."
1031 Alternative Close
"You sold the property. The gain is real. A traditional 1031 locks you into another property, another headache. What we're going to do instead is structure [DST / QOF / CRT] — you keep the gain working, you defer the tax, and you don't own another building. Ryan will handle the investment side. My job is to make sure the architecture is airtight. We can start the paperwork today."
When They're Comparing to a Traditional 1031
"Traditional 1031 means you're buying another property in 45 days. Is that what you want? Or do you want the gain working in a structure that gives you income, tax deferral, and doesn't require you to be a landlord again? That's what this does."
5 Team Tracker
6 Process Board — End-to-End Flow
↓ Issue Log
| Issue | Area | Owner | Priority | Status | Logged |
|---|
7 Meeting Cadence
Standard Cadence — Don's Responsibility
Daily (Mon–Fri)
• Pipeline review (10 min)
• Team blockers check
• 5 prospect touches
• CRM updates
• Team blockers check
• 5 prospect touches
• CRM updates
Weekly
• Team standup Mon 9am
• Pipeline push review
• Process issues review
• CTAP/1031 deal review
• Pipeline push review
• Process issues review
• CTAP/1031 deal review
Monthly
• Full team 1:1s
• Scorecard review
• Revenue vs goal report to Dana
• Wins + misses debrief
• Scorecard review
• Revenue vs goal report to Dana
• Wins + misses debrief
Quarterly
• Full strategy refresh
• Pipeline scrub
• Product training session
• Goal reset with Dana
• Pipeline scrub
• Product training session
• Goal reset with Dana
| Date | Type | Attendees | Key Decisions | Action Items | Owner |
|---|