Every tax season you have to face some of the same issues. How many of my previous clients will return? How hard will I have to work to get the appointments scheduled this year? Will I need to hire part-time help and how much will that cost? And how do I get everything done on time while keeping clients happy without losing my mind by the Tax Day!
- September 10, 2018
- Textellent
- Best Practices, Client Stories, Customer Service
Central Valley Tax Services (CVTS) has been providing consumers with help developing financial plans, tax strategies and tax preparation.
- December 12, 2017
- Textellent
- Best Practices, Client Stories, Sales
D&J Professional Services helps small businesses with business plans, financial planning services, tax strategies and tax preparation. They work with a range of clients that come from all walks of life and own a wide variety of businesses.
OBJECTIVE Wanted to increase customer retention, generate more referrals from existing clients while reducing marketing spend and staff time.
- August 8, 2017
- Textellent
- Best Practices, Customer Service, Marketing
When used wisely, text message marketing produces extremely high results and offers practitioners a powerful means of growing their practice. Industry numbers indicate that more than 98% of text messages are delivered and 90% read within 3 minutes of receipt! In comparison, consumers today perceive 90% of their emails as SPAM and an average email campaign generates less than 5% click rate! Response rates for businesses that follow the guidelines below can produce response rates of 25% and more.
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