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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Jassen Bowman

Jassen Bowman EA

About the Author

Jassen Bowman is an Enrolled Agent who spent eight years exclusively representing taxpayers who owe back taxes to the IRS.

 

He has presented over 200 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm.

Boman is the author of several tax books for both consumers and practitioners and is the founder of Tax Marketing HQ.

In his free time, Jassen is an ice dancer and figure skating test judge.

 

Click here for more by Jassen Bowman