A new client came to YCL for marketing support. The tax preparation company was a little over a year old.
First, the website! The hub of all marketing efforts. The client uses a proprietary site built for people in her specific industry. They offer industry-related tools. They offer a high level of security which is certainly needed. In this case, a proprietary site is her best option. Creating a WordPress site would be too costly with all of the special features.
The site did need some work to expand the content. The two of us went over the site page by page. I suggested some changes and new content as a non-industry person to help her explain what she does to prospects. The updates were done in November well before the start of tax season. As referrals started coming and leads came in from her marketing, the site was ready to convert prospects to clients. And it was ready to be a big resource for clients.
Managing Tasks – Every client is different and has different requirements. Some clients need tax extensions. So she needed a way to keep track of all the various tasks for all the tax filings. I suggested ToDoIst. It’s an online software that is cost-effective and user friendly. She started using it in December to learn the in’s and out’s. Over the course of the next few months when her business more than doubled from the previous year, she was able to juggle all of the balls in the air!
We used email marketing to remind past clients of how knowledgeable she is so they would return for this year’s tax filing. The same messages convinced prospects that she was the right person to work with. We used the email articles as social media posts and blog posts too. One effort was used three ways! That’s time efficient! We started the eNewsletter in December also. It takes seven “touches” on average to turn a prospect into a client. We used the emails as touches to move the prospects through the sales funnel.
The Moral of this Story
By building her technology and marketing foundation before the season started, this tax preparer was able to more than double her business and focus on doing what she does best – tax returns – while her marketing engine continued to drive the clients to her. And she didn’t have to burn the midnight oil even once!
Call or email today so we can get started on making the best plan for your business!
Contact our technology-prepared tax expert at:
DeeAnne McClenahan
“Transactional emails have 8x more opens and clicks than any other type of email and can generate 6x more revenue.” Experian What is a transactional email? A message sent to an individual in response to a specific action they took. Amazon’s order confirmation emails. Google’s sign-in alerts. Should you be sending transactional emails to your clients to build your busines? 
Yes, you are getting hit with more spam emails and calls — and now spam texts — than at any point in the history of these devices. These messages are frequently dangerous! They often try to steal your data, identity and/or money — and the crooks are getting better and better.
So much effort goes into crafting the perfect email for your customers or supporters.
“In today’s competitive job market, retaining your best and most experienced employees is the ultimate competitive advantage. A loyal, seasoned team is the engine of your company’s success, and showing them your genuine appreciation is one of the most important investments a leader can make. For years, this recognition has happened behind closed doors—a bonus in a paycheck, a quiet word of thanks in a meeting.