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Automate as much as possible.

By Jassen Bowman
Tax Resolution Systems

Use the following checklist to set up your direct mail system. This checklist is based on using Click2Mail.com, the USPS contractor for online printing and postage.

MORE ON TAX RESOLUTION: Use 24-Hour Lines for Leads | Set Up Your Lead Followup Touch Program | Building Your Dream Team | Quoting Tax Resolution Fees | 12 Rules for Phone Calls | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication | What to Say on Phone Calls about Fees
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Become familiar with using the system if you choose to use it, as it can have a steep learning curve for some folks. It is not the most intuitive website to use, and the user interface definitely leaves something to be desired. Fortunately, the printing and postage options are so inexpensive that they make up for this deficiency.
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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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Is a solid lead worth $22 to you?

By Jassen Bowman
Tax Resolution Systems

The job of your lead generation program is to find people who want to communicate with you, want information about the services you offer, and are at some minimal level interested in the kind of work you do.

MORE ON TAX RESOLUTION: Process Communications Efficiently | Measure Your Business Metrics | Checklists for Tax Resolution Sales | Overcome Objections in 7 Steps | How to Reactivate Lost Clients | Don’t Ignore Your Existing Leads | The Importance of Goals and Affirmations
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Most leads will not immediately turn into prospects, and thus require nurturing over time. The purpose of your lead followup touch program is to build rapport with these leads, and move them toward scheduling a consultation (thus becoming a prospect).
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Put some thought into this.

By Jassen Bowman
Tax Resolution Systems

Your lead generation matrix outlines the specific tools that you will use to achieve your goals, as determined from completing the goals worksheet and/or completing the future narrative exercise.

MORE ON TAX RESOLUTION: Process Communications Efficiently | Measure Your Business Metrics | Checklists for Tax Resolution Sales | Overcome Objections in 7 Steps | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication
Exclusively for PRO Members. Log in here or upgrade to PRO today.

The lead generation matrix defines the exact lead generation mailers, Internet marketing methods, email sequences, etc. that you’ll use to generate new leads. This checklist provides a basic guideline for going through the process.
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You never know what you might miss.

By Jassen Bowman
Tax Resolution Systems

Timely review of IRS notices is very important for a tax resolution practice.

MORE ON TAX RESOLUTION: Measure Your Business Metrics | Building Your Dream Team | Quoting Tax Resolution Fees | 12 Rules for Phone Calls | Lead Generation Marketing Must Happen Daily | 3 Checklists for Office Communication | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm
Exclusively for PRO Members. Log in here or upgrade to PRO today.

These checklists also apply to faxes and voicemails.
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