TaxPro Marketing: Clients like Self-booking Appointments

THE CHALLENGES D&J had been using traditional marketing approaches such as email and phone calls to communicate with business clients. Their business is appointment driven. Setting up and managing appointments was very time consuming. They needed a more efficient way to manage these activities.

• The professionals were constantly interrupted with client calls regarding administrative and appointment details vs doing “billable” work
• Customer retention was lower than desired requiring them to find new clients each year to backfill
• Emails to clients were going into SPAM with only 10% generating appointments
• Postcard mailing was expensive, took tremendous staff time and yielded even less results
• Business growth had stalled and they needed some new approaches, yet wanted to avoid hiring more staff

A NEW APPROACH D&J learned about text message marketing and Textellent through a webinar they attended regarding growth strategies. Working with Textellent they decided on the following campaigns:

• They texted their clients before year end to get them to make appointments about tax strategy—they included a link to schedule appointments in the text invitation
• These one-to-one messages were customized automatically and sent to clients based on the time of year the client had come in previously
• Once a client had an appointment, reminders would go out automatically to eliminate NO SHOWs
• Following an appointment, each client automatically received a personalized text thank you politely asking for referrals
• Throughout the year they sent texts to clients wishing them happy birthdays, holiday greetings and informational messages about IRS scams and other tips generating pleased clients and more referrals