Marketing is a common challenge for firm owners, especially during tax season, the busiest time of the year in our industry.
In this episode, I shared four simple marketing tactics designed for those with limited time.
Listen below.
1:24 The first tax season marketing tactic involves using your tax organizer as a tool to enhance your online presence.
2:05 I prefer using a type of online form as a tax organizer.
2:54 The second tactic for tax season is to include a referral request in your tax organizer.
3:01 A tool like Typeform allows you to easily incorporate yes/no questions in an online form.
3:23 The third marketing tactic is to include an upsell question in your organizer.
3:28 You can include a multiple-choice question in the questionnaire to inform clients about the services you offer.
3:48 The fourth and final easy marketing tactic is to use the tax payment instructions as a marketing opportunity when a tax return is completed.
4:27 Marketing is about spreading the word and leveraging opportunities. Since you’re in touch with many people during tax season, capitalize on that to attract more business.
