Busy season isn’t exactly prime time for business development—or so most firm owners think.
You’re swamped with work, and the last thing on your mind is bringing in new clients or upselling services.
In this episode, I’ll walk you through three tactics that can generate business while you’re focused on getting returns done, and they require almost no time from you.
Listen below.
1:03 You can generate new business during busy season with almost no time investment. No networking events, no cold outreach, no content creation—just small changes to your tax organizers.
1:41 Here are three tactics for online tax organizers. Set them up once and they run themselves. The first: add a review request to your form’s end screen.
2:24 The beauty here is the automation. Set it up once, and every client who completes your tax organizer sees that request.
3:58 Tactic two is about referrals. Asking for them might feel uncomfortable, but here’s the thing—you’re asking when clients are already engaged with your firm.
4:39 Add a question to your tax organizer like: “Do you know any seven-figure eCommerce businesses that need help with their accounting and taxes?”
6:04 Third tactic: upselling your services. One thing before we continue—pick either the referral approach or this one, but don’t use both in the same tax organizer.
8:08 I think this beats sending a generic “here are our services” email to your client list. People usually ignore those or they end up in spam.
