Creating Online Tax Client Lead Funnels

Right now, I’m in the process of creating a comprehensive “how to” manual explaining, in gory detail, how to set up online lead generation funnels for your tax practice.

For purposes of creating this training material, I decided to start from scratch and create an entirely new lead generation site for tax resolution. I’m documenting the entire technical process of how the site is created, including choosing a domain name, setting up web hosting, creating client attraction magnets, and more. Beyond that, though, I’m also revealing the exact steps necessary to get the site indexed by search engines, and how to get traffic to the web site using both online and offline means.

The new manual will be available on April 19, just after the close of tax season and in time for you to begin the process of creating your own online lead funnels for the Second Tax Season. You can get your copy by clicking here.

In addition, I’ve decided to do something crazy: I’m giving away the tax resolution lead generation site I’m creating as part of writing the manual.

If you personally hired me to create something like this for you, it would cost you several thousand dollars. But since I’m creating this anyway for purposes of writing the new training manual, I’ve decided to give it away to one lucky reader via random drawing.

How do you enter to win the new web site?

It’s pretty simple. If you click over to the Tax Marketing HQ blog page for this article, you’ll see a row of social media sharing icons at the top and bottom of the post. To enter to win, simply click one (or more!) of those icons, and share this article with your professional colleagues on Facebook, Twitter, LinkedIn, or Google+.

The winner will be selected at random from those that share this post on the aforementioned social media sites. I’ll announce the winner at the end of April, and begin the process of transferring the site over to that person. The winner will be free to continue using my web hosting system and other tools, or I will assist you in moving the entire thing over to your own service accounts (as long as you use the same service providers as I do — sorry, but this does not include me learning an entire new system interface for any of the tools required). The site and lead gen systems will be provided as is; it will be up to you to maintain and grow the site (which is easy).

Why would I offer to give this away, rather than keeping it for my own tax practice? (Tip: Here’s today’s marketing lesson…..) Everything in business is about an exchange of value. You trade money for products and services every single day — that’s an exchange of value. But value exchange doesn’t need to be monetary. I’m willing to forego potential future tax clients that could be gained from this new lead generation site in exchange for social media exposure for Tax Marketing HQ right now — it’s a value exchange that I’m happy to make, due to the growing importance of “social signals” for search engine optimization (SEO). In short, this is a price I’m willing to pay due to my long-term neglect of all things social media.

Think about how you could use this same strategy within your tax practice. What things do you know you should be doing, but aren’t? For example, are there small tax resolution cases you wouldn’t ordinarily take on that you could do pro bono, in exchange for client testimonials and online “social proof”? How about thinking outside the box, such as sending out a blog post on a Saturday? (see what I did there?)

I’ll repeat my main point: Everything in business is about an exchange of value. It’s very worthwhile for me to give away a web site that I’ll spend a month creating in exchange for social media exposure from you (you DID click one of the share buttons already, right?). Think about the value you offer your clients, and what it’s worth to you to be introduced to their work colleagues, friends, professional networks, civic organizations, and more, both online and offline.

The annual revenue of your firm is directly connected to the value you bring to the lives of others via the services you provide, but that exchange of value goes far beyond the monetary. Create more value in the world, and you’ll be handsomely rewarded in exchange.

Order “Creating Online Tax Client Lead Funnels” here.