Plug Up: ERO 1:1 Mentorship

The ERO Expansion Program

Ready to grow your office and stop doing everything alone?

Plug Up is a 12-week mentorship for EROs who are ready to build a team, streamline their operations, and scale their business with systems that work. From onboarding new preparers to automating your intake process and setting up a CRM that actually saves time — you’ll leave this program with your office running like a well-oiled machine.

Duration: 12 Weeks

Format: 6 Bi-Weekly Private Zoom Strategy Calls

Includes:

• Business Structure & System Audit
• Office SOP Development (Intake, Pricing, Service Flow, Due Diligence)
• CRM & Client Portal Setup Guidance
• Add-On Services Strategy (Credit Repair, Bookkeeping, Notary, etc.)
• Automation Strategy & Tech Stack Recommendations
• Optional Team-Building Support: Hiring Process, Contracts & Onboarding Templates
• Bank Product Office Training Materials
• Monthly Metrics Tracker + Growth Plan
• Quarterly Marketing & Promotion Plan Template

For EROs who need focused 1-on-1 support to elevate how they operate — whether that means building a team, tightening systems, or adding new income-generating services to run a real office, not just a seasonal side hustle.