Here’s what you’re looking for: Jassen Bowman

Ignore your existing leads at your peril.

By Jassen Bowman

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

MORE: Don’t Waste Your Investments | You Fixed Their Tax Issues, Now What? | 11 Steps for Handling Client Complaints | Office Safety and More: Checklists for Your Tax Resolution Setup | How to Build a Tax Resolution Business
Exclusively 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.
READ MORE →

Three checklists for office communication.

By Jassen Bowman

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

MORE: You Fixed Their Tax Issues, Now What? | 7 Checklists for Scheduling, Petty Cash and More | What You Tell Yourself Matters | Hiring, Firing and the Checklists You Need | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing
Exclusively 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.
READ MORE →

Plus client management checklists.

By Jassen Bowman

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

MORE: 7 Checklists for Scheduling, Petty Cash and More | Difficult Phone Calls Are Opportunities | 11 Steps for Handling Client Complaints | What You Tell Yourself Matters | Use Checklists to Get New Tax Clients | Office Safety and More: Checklists for Your Tax Resolution Setup | Hiring, Firing and the Checklists You Need | What Your Tax Resolution Staff Must Do | How to Build a Tax Resolution Business | Focus On Your Ideal Clients | Are You Quitting on Leads Too Soon? | Why Lists Are Not Leads | The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
Exclusively 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.
READ MORE →

Apply systems to the nuts-and-bolts chores.

By Jassen Bowman

Every office function should have a system.

MORE: Difficult Phone Calls Are Opportunities | 11 Steps for Handling Client Complaints | Office Safety and More: Checklists for Your Tax Resolution Setup | How to Build a Tax Resolution Business | Why Lists Are Not Leads | Your Sales Funnel Needs Systems
Exclusively for PRO Members. Log in here or upgrade to PRO today.

Here are some miscellaneous but vital functions and how to handle each one.
READ MORE →

What to say about fees.

By Jassen Bowman

If you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “How much do you charge for a tax return?”

MORE: 11 Steps for Handling Client Complaints | What You Tell Yourself Matters | Hiring, Firing and the Checklists You Need | Focus On Your Ideal Clients | The Secrets of Multi-Hit Marketing | How Tax Resolution Works
Exclusively for PRO Members. Log in here or upgrade to PRO today.

What NOT to say …

1. “We don’t provide fee quotes over the phone.”
2. “Tell me a little about your tax situation and …”

READ MORE →