Remembering To Do Marketing During Tax Season

When it’s the middle of tax season, and you’re buried under a mountain of returns, it’s often difficult to think about doing marketing of any sort in order to get new clients.

As a tax professional, your day right now probably looks a lot like mine: A full day of new tax returns that need to be done. Most days, I have appointments on the hour, every hour, for the entire work day, plus an entire stack of work that takes into the evening to complete.

Because of this, it’s difficult for me to stop and “practice what I preach”. Fortunately, I have built highly automated systems and have a very short list of marketing items that I have to perform daily.

To generate the day’s mailing list for postcards takes literally a push of a button, and then uploading of that list to Click2Mail.com and sending out that day’s mailing takes only a few more clicks, and it’s done.

Similarly, to generate another set of personal introduction letters to new prospects that I mail out daily, I click one link in my CRM system, and it generates a mail merged PDF with all the letters for that day. It’s usually only 10 to 20 new letters, which I then sign and have my assistant hand address and stamp.

My total time commitment for my daily client marketing: About 5 minutes.

That right there is the power of having systems and checklists, to get done the things that need to get each and every day, but doing them quickly and efficiently without sacrificing quality.

What are you doing on a daily or weekly basis, even during tax season, to ensure that you have a steady stream of business even after tax season? Leave a comment below to share how you’re doing it, and read the other comments to see what other people are doing.

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