automated touches are the key.
by jassen bowman
tax resolution systems
this is the story of a small cpa firm (three partners at the time, now five) in new york city that hired me in january 2011 to help them grow their tax resolution business.
more: market to your ideal clients | follow up with leads longer | 5 daily tasks for maximum tax resolution profitability | 4 problems with the tax resolution industry | when tax filing season is over, what’s next?
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this was one of my first such consulting projects. i worked with them to create a written, systematic and scheduled marketing process to drive sales of this service, which then fed sales of their other service offerings.