Use 24-Hour Lines for Leads

Businesswoman using phone working on laptop in coffee shopDon'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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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.

 

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