Six Marketing Musts For Tax Season

I have a short admonition for you today.

Prepare your marketing for tax season now.

It's very tempting to take this time between the just-completed extension season and the beginning of January to rest and let what comes of tax season be of the harvest which you may have reaped from last year, and over the course of this calendar year.

That would be a critical mistake.

However, it's not just about sprucing up your website, diving more deeply into  social media.

You need to prepare yourself and your team in the following critical categories (in fact, use this as a little checklist in your strategic marketing preparations)

1) Salesmanship (over the phone, over email, and in print)

2) Precision targeting your prospects (i.e. understanding exactly the "who" your business should be approaching)

3) Referral stimulation within your existing list

4) Using your tax-season meetings to "upsell" your existing (and new) clients into other profitable services

5) Raising your fees

6) Testing new client acquisition marketing in a variety of media

If you have a WRITTEN plan for these 6 areas, you will be poised for breakthrough come tax season.

Tags: , , , , , , , , , , , , , , , , ,

Menu Title