{"id":53773,"date":"2018-01-20t05:00:02","date_gmt":"2018-01-20t10:00:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=53773"},"modified":"2018-01-25t10:09:53","modified_gmt":"2018-01-25t15:09:53","slug":"reactivate-lost-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/01\/20\/reactivate-lost-clients\/","title":{"rendered":"how to reactivate lost clients"},"content":{"rendered":"

\"young<\/a>sample postcards and letters you can use right now.<\/strong><\/p>\n

by jassen bowman<\/i>
\ntax resolution systems<\/i><\/a><\/p>\n

the absolute least expensive source of new clients always has been and always will be old clients. a staggering number of tax professionals fail to properly market to retain their existing clients, some of whom then become lost clients.<\/p>\n

more:<\/b> lead generation marketing must happen daily<\/a> | checklists for new lead generation<\/a> | client management checklists for tax resolution<\/a> | how to handle client complaints<\/a> | checklists for your tax resolution office setup<\/a> | case study: building a tax resolution business<\/a> | marketing requires ruthless accountability<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

this checklist assumes that your 7216 disclosure properly addresses the use of tax return information for marketing purposes. if your past 7216 does not authorize this use, then don\u2019t do this \u2013 but update your current 7216 with such verbiage to allow future use.
\n<\/p>\n

    \n
  1. using your tax software, crm system or by hand-pulling client files, find anybody who came into your office for at least one return in the past five years, but did not return in 2017.<\/li>\n
  2. make a personal telephone call to this client. this can be handled by a staff person.<\/li>\n
  3. make another personal call one week later if they don\u2019t schedule an appointment.<\/li>\n
  4. if unable to reach or unable to get them to schedule an appointment, send reactivation postcard #1.<\/li>\n
  5. if no response from postcard #1, send postcard #2 approximately two weeks later.<\/li>\n
  6. if no response from postcard #2, send letter #1 two weeks later.<\/li>\n
  7. if no response from letter #1 within two weeks, send letter #2.<\/li>\n
  8. if no response from letter #2 within a few weeks, move client to inactive list.<\/li>\n
  9. contact inactive list at least twice per year, such as in january and june to catch late filers or those looking to switch preparers again.<\/li>\n
  10. after three to five years with no response, remove client from inactive list entirely.<\/li>\n<\/ol>\n

    note on example marketing pieces<\/strong><\/p>\n

    these are merely examples. don\u2019t get hung up on using these precise mailers \u2013 create your own based on your target market, geography, demographic factors, offers, etc. if you use these verbatim, with zero adjustment for your own local factors, and they don\u2019t work for you, then i\u2019m going to have zero sympathy.<\/strong><\/p>\n

    postcard #1<\/h4>\n

    for postcards, i use click2mail.com and just send their basic 4.5×6 white, yellow or green basic postcards, address on one side, message on the other. these are cheap and surprisingly effective for a wide variety of marketing situations. for a decade plus, these have been my workhorse.<\/p>\n

    i\u2019d send this first postcard as green or yellow, and postcard #2 as the other color.<\/p>\n

    headline:<\/strong> \u201cit\u2019s been a while since we\u2019ve saved you money on your taxes!\u201d<\/p>\n

    body:<\/strong><\/p>\n

    we are concerned because we haven\u2019t seen you in a while and want to make sure that you are receiving every single tax benefit that you\u2019re entitled to. we are worried that you\u2019re either paying too much tax or not maximizing your refund.<\/p>\n

    since we have not heard from you, we need your help in updating our records. please contact us today at ____________ so that we can update our client files and help you minimize your tax burden.<\/p>\n

    jane smith, cpa<\/p>\n

    xyz tax & financial<\/p>\n

    postcard #2<\/h4>\n

    use a different color for this postcard than the first. what the colors are doesn\u2019t matter \u2013 just pick one. postcard #2 can also be sent out of sequence outside of tax season, as it will resonate more off-season than postcard #1. the \u201cchess move\u201d image is the kind of stock photo available from sites like istockphoto.com or shutterstock.com. the license for such images is only a few dollars.<\/p>\n

    headline:<\/strong> \u201cdid we make a wrong move?\u201d<\/p>\n

    body:<\/strong><\/p>\n

    \"chess<\/a>we\u2019ve noticed that it\u2019s been a while since your last tax checkup.<\/p>\n

    our firm is committed to helping clients maintain total financial health, and believe that tax planning is a year-round process. you can prevent costly tax problems through proactive tax planning.<\/p>\n

    we sincerely care about your tax matters, and we\u2019d love to hear from you! please contact us today at ______________ for a free review of your last [one\/two\/three] years of tax returns prepared elsewhere, and to review your tax situation for this year. you\u2019ll be glad you came in!<\/p>\n

    jane smith, cpa<\/p>\n

    xyz tax & financial<\/p>\n

    letter #1<\/h4>\n

    these letters were written by a professional copywriter, and cost nearly $4,000 to have written. it is a great base for other campaigns, meaning you can and should modify this general concept to apply to other marketing campaigns.<\/p>\n

    dear ______,<\/p>\n

    i\u2019ve got some really great news for you, but first i have a confession to make.<\/p>\n

    here\u2019s my confession: i always thought i really cared about my clients. but then, as i was thinking about you the other day, it hit me: if i really cared about you, when you didn\u2019t come back to have us prepare your income tax return or to provide a tax planning checkup, i should have called or written you right then to see what happened.<\/p>\n

    but i didn\u2019t.<\/p>\n

    when you didn\u2019t respond, i should have done whatever it took to find out why you didn\u2019t come back. was it a money problem? was it a fear problem? maybe we somehow dropped the ball?<\/p>\n

    it wasn\u2019t enough to send a postcard or make a routine phone call to remind you to come back in. if we really cared, we should have called out the boy scouts, the fbi, the coast guard \u2026 whatever it took to find you and get you back here and save you from all those nasty consequences of delaying tax services \u2026 and make sure you\u2019re getting every single tax benefit you\u2019re entitled to.<\/p>\n

    but i didn\u2019t do any of those things. please forgive me and accept my sincere apology.<\/p>\n

    and now for the good news! just give us a call today at _____________, and make that appointment for your tax checkup and 2014 tax return preparation. bring in this letter, and we will automatically give you a 30% discount for that appointment<\/strong>. you know you need to come in, so why not give us a call and get started on maximizing your tax savings.<\/p>\n

    here\u2019s to saving you money,<\/p>\n

    jane smith, cpa<\/p>\n

    xyz tax & financial<\/p>\n

    {phone}<\/p>\n

    p.s. dang it all. have i really done enough here? i\u2019d sure hate to have almost convinced you to come in and get your taxes straightened out, but just not quite enough to actually come in. tell you what \u2026 we\u2019ve got a really great gift for you. you obviously want to pay the absolute least amount of tax every year, so if you call us right now at _______ to schedule your appointment, and bring in your last [one\/two\/three] years tax returns, we\u2019ll conduct a comprehensive 1040 savings review for each year to look for any missed deductions, credits or other tax-saving opportunities \u2013 all at no cost (zilch, nada, nothing, free). don\u2019t wait. give us a call today!<\/p>\n

    p.p.s. if all this didn\u2019t quite do it, please, please at least phone and tell us why. what will it take to get you back in here?<\/p>\n

    letter #2<\/h4>\n

    dear ______,<\/p>\n

    a couple weeks ago, we sent you a letter inviting you back into our tax office since it\u2019s been a while since we\u2019ve seen you and, more importantly, because we genuinely care about you and your tax health.<\/p>\n

    we have made several attempts to contact you via personal<\/strong> phone calls and by mail. we realize that \u201clife happens\u201d and we all procrastinate doing what we know needs to be done, such as planning to maximize our tax savings each year.<\/p>\n

    we realize that time often just seems to slip away. or perhaps you didn\u2019t receive our previous message or letters. regardless, here\u2019s the deal <\/u>\u2026 when you call to schedule your next tax appointment, we\u2019ll take a whopping 30% off, plus provide a free 1040 savings review on all your returns for the past three years to look for any missed tax savings opportunities.<\/p>\n

    to take advantage of this \u201cwelcome back\u201d promotion, which expires on [date], just give us a call at _____________.<\/p>\n

    sincerely,<\/p>\n

    jane smith, cpa<\/p>\n

    xyz tax & financial<\/p>\n","protected":false},"excerpt":{"rendered":"

    sample postcards and letters you can use right now.<\/strong>
    \nby jassen bowman<\/em>
    \n    tax resolution systems<\/a><\/em><\/p>\n","protected":false},"author":2176,"featured_media":51695,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,2740],"tags":[],"class_list":["post-53773","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-tax-resolution-services"],"acf":[],"yoast_head":"\nhow to reactivate lost clients - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2018\/01\/20\/reactivate-lost-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how to reactivate lost clients - 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