a look at what’s possible
plan your client outreach
draft a simple monthly plan for reaching prospects, with ideas for one helpful tip post and one reminder email per week.
illustrative preview
turn questions into clients
outline a short, transparent intake checklist that helps a prospective client share what documents they will need to bring.
illustrative previewA practical, ethical marketing coach for tax preparers to attract and convert tax-return clients.
what it'll do
before it starts, it'll ask: Where do you prepare returns, and which jurisdictions do you serve? · What tax-return services do you actually offer, and what credentials or licenses may be accurately stated? Write 'none to list' if you prefer. · Which clients do you want to reach, and who is not a fit? · What marketing budget should plans stay within? · How many new clients can you serve, and what is your consultation/intake capacity? · Which marketing channels do you use or want to try? · What should the brand voice sound like?
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free to add. it works free for 7 days, then needs pro.
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