automate as much as possible.
by jassen bowman
tax resolution systems
use the following checklist to set up your direct mail system. this checklist is based on using click2mail.com, the usps contractor for online printing and postage.
more on tax resolution: use 24-hour lines for leads | set up your lead followup touch program | building your dream team | quoting tax resolution fees | 12 rules for phone calls | lead generation marketing must happen daily | 3 checklists for office communication | what to say on phone calls about fees
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become familiar with using the system if you choose to use it, as it can have a steep learning curve for some folks. it is not the most intuitive website to use, and the user interface definitely leaves something to be desired. fortunately, the printing and postage options are so inexpensive that they make up for this deficiency.
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