Don’t forget the test call.
By Jassen Bowman
Tax Resolution Systems
Use this checklist to make sure you have completely set up the 24-hour recorded information line for your marketing campaign.
MORE ON TAX RESOLUTION: Set Up Your Lead Followup Touch Program | Process Communications Efficiently | Suggested Tax Resolution Client Payment Guidelines | Basics of Tax Season Work Flow | When to Follow Up on Prospects | Checklists for New Lead Generation | Case Study: Building a Tax Resolution Business
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We frequently use 24-hour recorded information lines to present specific tax information to leads. For example, we may mail a postcard offering free information about the newest changes to the Offer in Compromise program, and provide a toll-free number. I will then set up that number in CallFire to contain a 5- to 10-minute recording about the OIC program, its benefits, requirements and how to get started.
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