Category: Get More Tax Clients

What have you accomplished this week so far to grow your firm or move everything forward? Do you have any of the following on your list and where do you stand with them?
• Hiring or firing a client
• Hiring or firing an employee
• Writing your first (or next) book
• Created your marketing calendar
• Setup your internal systems in a written form (either paper or some online service/software
• Looked at leveraging some new software to create a workflow or efficiency in some process that bogs down your office
• Setup engagement letters for next year
• Purchased your tax software for 2021 tax returns
This is the audience participation part. Let me know where you stand. I know it is difficult sometimes. I am a CPA and a tax firm owner.

I want to help you, if I can, as I know one is the loneliest number, especially for a tax pro. You do not need to remain on your own island.… Continue reading

Nate Hagerty and Christian Jones from digital marketing agency TaxProMarketer join me to discuss the importance of email marketing in your tax practice. We discuss why you need it, how to optimize it, the type of emails to send, how frequently, and how this helps converts leads into paying clients..

To schedule a chat with with the TaxProMarketer team, visit TalkToTPM.com.

To hear more from Nate and Christian, check out there podcast: https://welcome.taxpromarketer.com/podcast/

Download PDF of Slides… Continue reading

Online Lead Follow Up

When you generate a new lead on your website, what do they receive, and how quickly do they receive it?

As you may recall from last week, I made equal, token donations ($5) to both of the main presidential election campaigns, in order to study their marketing processes.

As I eagerly awaited that first email from both campaigns, the day started to grow long. After several hours, I checked my spam folder, but alas, nothing was there.

More hours passed. I was hoping to include some commentary in last Friday’s email about marketing messaging in those initial follow ups from the campaigns, but eventually I had to hit “send” and go on with my day.

Even well into the evening, I kept checking my throwaway email account, expecting something. But, nay. Nada. Zilch. Nanimonai.

Neither campaign could possibly know that I was just doing it for marketing research. Could they? Was my name on some database that they check against to determine whom to email? For all they know, I could be a future million-dollar donor.

The emails finally did come. One campaign sent it at 6am Saturday morning, the other at 8am.

Wow. A full 24 hour delay. Fascinating.

Perhaps there is some secret psychology that I don’t know about. It certainly is possible. But in my 20+ years of marketing online, there have always been a tiny number of fundamental principles, one of which is: Follow up immediately with every lead.

The entire point of the information superhighway is to make information more readily accessible. Speed of information delivery is what the Internet does best — that’s why it was built. People searching the web want immediate access to whatever it is they’re looking for. Technology has exacerbated the human desire for instant gratification. I want my dopamine, and I want it now!

This was a huge engagement failure on the part of both presidential campaigns, and I hope that you’re not making the same mistake on your website.

I have a tax resolution boot camp to teach this morning, so I need to make this short. So I’ll leave you with three rules for your online lead generation:

1). Thou shalt have lead capture on your website.
2). Thou shalt offer a “widget” to entice lead signup.
3). Thou shalt deliver said  “widget” and a marketing offer in an immediate automated reply email.

Blunt … Continue reading