Harnessing the Power of Online Reviews
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Turns out, people actually like getting email – 95% of people find opt-in emails useful and 91% check their email at least once a day.
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According to emailexpert.org, the average financial return for email marketing in 2014 was $44.25 for every $1 spent! Still think email marketing shouldn’t be a priority for your tax practice during tax season?
It turns out that people actually like getting marketing messages in their inbox. 95% of people find opt-in emails useful and 91% check their email at least once per day. Whether your goal is to gain new tax prep clients or to keep in touch with current clients, email marketing is a great place to focus your marketing efforts. Let’s look at some best practices to help guide you along your way.
One of the best ways to increase your open rate (the percentage of people who open your email) is to write better subject lines. In fact, 35% of people open emails based on the subject line alone. Check out the tips in this Hubspot article to become a subject line writing genius.
Email marketing is all about building relationships with your list. That relationship has to be give-and-take for it to work. To create valuable emails, focus on providing useful content such as tips, guides, and how-tos for your clients. Give your list a dozen good reasons to open your emails every time they land in their inbox.
Just because your emails shouldn’t primarily focus on selling doesn’t mean you should never use your emails to sell. When a person puts themselves on your email list, they're indicating a preference. They want to do business with you, so long as you fulfill a need.
So, tell people about your services. Remind them when and why they need your accounting expertise. And of course, always include a call to action that encourages the reader to take the action you want: "Sign up today." "Call us to schedule a consultation." "Book your appointment now."
When someone adds themselves to your contact list or schedules a consultation, thank them. Automated emails are easy to set up with the help of email marketing software, and can make a big impact on your clients.
You want to build lasting connections with clients. You want them to come back to your practice repeatedly – and not just during tax season. Sending a welcome email is the perfect opportunity to start building that relationship.
Want to learn more about simple marketing strategies you can use during tax season? Download our free "Marketing Essentials for Tax Pros" ebook now!
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Lauren Miller is a content writer for Canopy.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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