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Grow Your Tax Practice With These Free Downloadable Marketing Tools

Shave hours off of your weekly marketing to-do list with these 5 free marketing templates you can download and use right away.

1 min read

Canopy

Canopy

In today’s competitive market, if you’re not actively marketing your business, you’re losing business to someone who is. You know marketing is important, but marketing takes time, and there’s always something that feels a little more pressing that you need to do first. And besides, coming up with marketing materials from scratch is more than a little intimidating, and you’re not really sure where to start. What you need are a few ready-to-use marketing tools to get your marketing efforts rolling.

That’s exactly what we had in mind when we created 5 Ready-To-Use Marketing Tools for Tax Pros. Let’s take a quick look at what you’ll find inside...

For Your Website:

What’s In The Packet?

Written content for the “About Us” page of your website.

Why We Included It.

The “About Us” page is one of the most important pages on your website, and yet it’s often overlooked. Your About page shouldn’t focus entirely (or even mostly) on you and your practice. The primary goal of this page should be to shine a light on your clients, showing how well you understand their problems.

For Your Facebook Page:

What’s In The Packet?

Written content for 3 different Facebook Business posts.

Why We Included It.

In the last few years, social media marketing has become an indispensable part many marketing strategies, and Facebook leads the pack in that space. Knowing what exactly to post on Facebook, however, can be deceptively difficult. To jumpstart your creative thinking, we’ve categorized the most common strategies for posting—informational posts, news posts, and promotional posts—and provided you with a usable example for each.

For Asking for Referrals:

What’s In The Packet?

A customizable referral pitch.

In addition to the static example in the PDF, we’ve included an editable PowerPoint version where you can insert your company name and logo, change any or all of the details to make the offer customized to your practice, and easily convert the document to a PDF for easy printing.

Why We Included It.

Because referrals are awesome, and you should be asking for them all the time. To take advantage of the goldmine that is client referrals, use the wording in this pitch to create flyers and mailers, use it on your website, in emails, invoices, and anywhere else you can think of.

For Your Email Campaign

What’s In The Packet?

Written content for a “First Touch” email.

Why We Included It.

A “First Touch” email is one of the most important emails you can send. It tells your prospective client—the person who just signed up for your newsletter or downloaded your free report—that you value them and the time they spent researching your business. It also gives you the opportunity to make them aware of the specific value your business can bring to fulfill their particular needs.

For Your Mailer Campaign:

What’s In The Packet?

A fully designed, postcard-sized mailer. Just like the referral pitch, we’ve included an editable PowerPoint version so you can customize it for your practice.

Why We Included It.

Mailers are an effective method of marketing that can effectively bring in business for years. But they can be time-consuming to design and write—so we took care of that part for you. In addition to using the mailer we’ve provided, try using our example as inspiration for a whole series of mailers, and watch how your business grows.

 

Ready to shave hours off your weekly marketing to-do list?

Download these 5 Ready-To-Use Marketing Tools for Tax Pros for free!

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