here’s what you’re looking for: jassen bowman

ignore your existing leads at your peril.

by jassen bowman

the most successful professional services firms in america put their marketing efforts on autopilot.

more: don’t waste your investments | you fixed their tax issues, now what? | 11 steps for handling client complaints | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business
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whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. using checklists ensures that your marketing gets done properly and completely.
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three checklists for office communication.

by jassen bowman

communicating with your clients and prospects is more important than ever.

more: you fixed their tax issues, now what? | 7 checklists for scheduling, petty cash and more | what you tell yourself matters | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

use the following checklists to verify that your phone system and website are up and functioning properly each day.
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plus client management checklists.

by jassen bowman

your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

more: 7 checklists for scheduling, petty cash and more | difficult phone calls are opportunities | 11 steps for handling client complaints | what you tell yourself matters | use checklists to get new tax clients | office safety and more: checklists for your tax resolution setup | hiring, firing and the checklists you need | what your tax resolution staff must do | how to build a tax resolution business | focus on your ideal clients | are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
exclusively for pro members. log in here or 2022世界杯足球排名 today.

you should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
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apply systems to the nuts-and-bolts chores.

by jassen bowman

every office function should have a system.

more: difficult phone calls are opportunities | 11 steps for handling client complaints | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business | why lists are not leads | your sales funnel needs systems
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some miscellaneous but vital functions and how to handle each one.
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what to say about fees.

by jassen bowman

if you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “how much do you charge for a tax return?”

more: 11 steps for handling client complaints | what you tell yourself matters | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing | how tax resolution works
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what not to say …

1. “we don’t provide fee quotes over the phone.”
2. “tell me a little about your tax situation and …”

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why goals and affirmations are important.

by jassen bowman

every day, you should go through your goals checklist.

more: use checklists to get new tax clients | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business | why lists are not leads | your sales funnel needs systems | need a new service line? consider tax resolution
exclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

• empowering daily questions,
• affirmations and
• goals.

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don’t let marketing be an afterthought.

by jassen bowman

in an ideal world, every business day would feel like the movie “groundhog day.”

more: office safety and more: checklists for your tax resolution setup | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing | how tax resolution works
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the same things would happen at the same times, day in and day out. your business would run like a well-oiled machine that simply puts out marketing, takes in clients and cashes checks.
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everything from client interactions to office safety.

by jassen bowman

the setup of your office environment is important for three primary reasons:

1. ensuring workplace safety
2. creating a positive client experience
3. enabling maximum operational efficiency

more: hiring, firing and the checklists you need | what your tax resolution staff must do | are you quitting on leads too soon? | grow faster, be more efficient | 4 tax resolution industry flaws
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the following checklists will assist you in making sure that your office is set up to achieve each of these three objectives.
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not all preparers are the same.

by jassen bowman

it is vital that all tax office staff thoroughly understand their role within the organization and comprehend their responsibilities.

more: how to build a tax resolution business | focus on your ideal clients | the secrets of multi-hit marketing | how tax resolution works
exclusively for pro members. log in here or 2022世界杯足球排名 today.

cultivating a culture of innovation is important, especially for a rapidly growing organization, but order must also be maintained. when everybody knows what’s expected of them, life becomes much happier and people work better together.
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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: focus on your ideal clients | are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
exclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
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netting just one recoups your costs.

by jassen bowman

the ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.

more: are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
exclusively for pro members. log in here or 2022世界杯足球排名 today.

for most firms, this list won’t be that long. it may run from as little as a dozen ideal prospects, to at most a couple hundred.
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