30-Day Tax Firm Marketing Challenge: Day 16

Yesterday I hit a bump in the road in my own habit-building exercise, which you’re benefiting from via this 30-day challenge. I missed a day due to other business stuff that kept me wrapped up the entire day.

It happens. And we just gotta roll with it.

If you’ve missed one, or even many, days of the challenge, don’t sweat it. The important thing is to get back on the horse.

To help give you a “push” in the right direction, I’m trying something new for the first time tomorrow, and you’re invited:

30-Day Tax Marketing Challenge Round Table
Thu, Oct 27, 2016 1:00 PM – 1:45 PM Pacific Daylight Time 

Please join my meeting from your computer, tablet or smartphone. 

You can also dial in using your phone.:
United States +1 (408) 650-3123 
Access Code: 859-745-917 

This is not a webinar, and it’s not a Q&A call with me. It’s a participatory round table discussion. You will have the opportunity to share your experiences with the 30-day challenge, and you’ll receive feedback and suggestions from other practitioners. I will simply be serving as moderator and discussion guide.

That’s the idea, anyway. Of course, it only works if people show up, so if you’re able to join the online meeting during that time, please do so.

Now, on to today’s challenges. You’ll quickly realize that these all look very, very similar, and that’s no accident. To complete ALL of today’s challenges will only take you 30 minutes.


Online Marketing

Brainstorm a list of digital lead magnets.
Estimated Time: 10 minutes

A lead magnet is the carrot that you dangle in front of a potential future client in order to get them to enter your marketing funnel.

Lead magnets are things like white papers, special reports, case studies, books, interview recordings, videos, email mini-courses, and the like.

Based on the exercises we’ve discussed in past challenges, you should have a pretty solid image of what your IDEAL™ client looks like. With that person fixed firmly in your mind, answer this one question: What resources and information are they looking for?

Get a piece of scratch paper, open a blank spreadsheet, send yourself a new email, whatever you prefer. Set a timer for 10 minutes. And just brainstorm.

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What purely digital, downloadable things would these clients be interested in? What formats? Do they prefer to listen, read, write, interact?

What common questions do these prospects ask you? What are the common running themes in your conversations with these prospects and clients? What answers can you provide? What examples can you show people of results you’ve achieved for other clients? What information, and in what format, do people in particular industries and professions want to know?


Offline Marketing

Brainstorm a list of physical lead magnets.
Estimated Time: 10 minutes

OK, now we’re going to do the exact same thing as in the online marketing challenge. Except we’re going to think purely about things that are offline — physically delivered.

Books, CDs, DVDs, gizmos, marketing specialties. Are your clients voracious consumers of pens in their jobs? Are your best clients constantly in need of 9/16″ box end wrenches?

Set a timer for 10 minutes, and brainstorm a list of physical lead magnets you could create.


Practice Management

Brainstorm a list of business tasks you would like to offload.
Estimated Time: 10 minutes

We all have tasks in our daily, weekly, and monthly business processes that we would like to get rid of. What are yours?

Would you prefer to be the type of accountant that gets to just sit in the back office and never talk to strangers? Then offload your telephone answering.

Hate social media? Outsource it.

Despise preparing tax returns? Then don’t.

Set a timer for 10 minutes, and create a list of all the individual tasks in your business that make you cringe, drag your feet on, etc. Anything and everything is fair game, and don’t give any consideration to the cost of outsourcing it. All you’re doing is making a list. That’s the extent of your challenge for today.


Keep these lists. We’re going to be using them the rest of the week. And you come to the round table tomorrow, have your lists handy, as we’ll be talking about them.