How to Reactivate Lost Clients

Young man getting mail from mailboxSample postcards and letters you can use right now.

By Jassen Bowman
Tax Resolution Systems

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.

MORE: Lead Generation Marketing Must Happen Daily | Checklists for New Lead Generation | Client Management Checklists for Tax Resolution | How to Handle Client Complaints | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability
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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’t do this – but update your CURRENT 7216 with such verbiage to allow future use.
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Lead Generation Marketing Must Happen Daily

Man writing on a calendarYou don't have to do all these yourself, but someone in your firm must.

By Jassen Bowman
Tax Resolution Systems

The most successful small business owners embrace the fact that new lead generation marketing is a DAILY activity. If you don’t have a full-time marketing manager, then you, as the business owner, need to take this task upon yourself. You should spend time marketing your tax practice every single day, EVEN DURING TAX SEASON.

MORE: Checklists for New Lead Generation | Don’t Ignore Your Existing Leads | Some Office Nuts and Bolts | The Importance of Goals and Affirmations | The Ins and Outs of Hiring and Firing | Market to Your Ideal Clients
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Don’t use the busy times of the year as an excuse to slack off on marketing if your goal is to GROW your business. There are busy times during MOST of the year – February, March, April, June, July, August, September, October – all of these months have unique deadlines and seasonal peaks. This is ¾ of the year!
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Checklists for New Lead Generation

Green checks being made on checklistEverything from social media to direct mail.

By Jassen Bowman
Tax Resolution Systems

When focusing on tax resolution within your practice, you will need to conduct ongoing lead generation marketing.

MORE: Don’t Ignore Your Existing Leads | 3 Checklists for Office Communication | What to Say on Phone Calls about Fees | Tax Resolution Staff Roles and Responsibilities | Case Study: Building a Tax Resolution Business | Market to Your Ideal Clients | Follow Up with Leads Longer | Marketing Requires Ruthless Accountability | One-Step vs. Two-Step Marketing | 5 Daily Tasks for Maximum Tax Resolution Profitability
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This is NOT a comprehensive marketing training manual, and barely scratches the surface of what you can do regarding your lead generation marketing. What’s presented here is intended to give you an idea of what these kinds of checklists look like in order to help you create your own.
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Bowman Webinar: Inside the IRS Financial Analysis Handbook

Click for details

CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.

Join CPA Trendlines expert and best-selling author Jassen Bowman for three sessions in three days, covering how the IRS analyzes a taxpayer's financial condition and the questions the IRS often asks.

This is an online class that meets for a total of 6 CPE hours over the course of three days – Dec. 19, 20, & 21 –  from 2 pm to 3:40 pm ET (11am-12:40 pm PT) each day.

Register Here

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Don’t Ignore Your Existing Leads

New leads are important, but much less so.

By Jassen Bowman
Tax Resolution Systems

The most successful professional services firms in America put their marketing efforts on autopilot.

MORE: 3 Checklists for Office Communication | Client Management Checklists for Tax Resolution | How to Handle Client Complaints | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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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3 Checklists for Office Communication

Businesswoman talking on phoneMake sure your investment isn't wasted.

By Jassen Bowman
Tax Resolution Systems

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

MORE: Client Management Checklists for Tax Resolution | Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | How to Handle Client Complaints | The Ins and Outs of Hiring and Firing | Tax Resolution Staff Roles and Responsibilities | Market to Your Ideal Clients | Marketing Requires Ruthless Accountability | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Use the following checklists to verify that your phone system and website are up and functioning properly each day.
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Client Management Checklists for Tax Resolution

Businessman with laptop and papersAnd how to handle clients once their tax issues are resolved.

By Jassen Bowman
Tax Resolution Systems

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

MORE: Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

You should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
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