Tax Resolution Web Kit
Added: July 23, 2014.
This web kit is under construction. I’ll be adding components to it over the course of the next week.
Manual: Creating Online Tax Client Lead Funnels: http://taxcrm.s3.amazonaws.com/OnlineLeadFunnels.pdf?AWSAccessKeyId=AKIAJ3QI4GRK7CGFUSYA&Expires=1521487935&Signature=Iq9mJaALqZIFUynK2X5Xj5pLWeo%3D
Sample Blog Posts
Sample Email Autoresponder Sequence
Use these as lead magnets (free giveaways) in exchange for contact information. In particular, place an opt-in box above the fold on each page of your web site, and offer one of these reports in exchange for an email address. Such opt-in boxes are easy to build in most email management systems (Aweber, Mailchimp, Constant Contact, etc.).
Remember to add your contact info to them, and for the Word documents, “Save as” a PDF document if distributing by email – don’t send the original Word document.