🤖 Email marketing automation for tax planning season
With email marketing tools, though controversial, you can track opens, link clicks, and set conditional follow-ups accordingly
Here's my playbook for the upcoming tax planning season, and a link to the Miro board 👇
With email marketing tools, though controversial, you can track opens, link clicks, and set conditional follow-ups accordingly
Here's my playbook for the upcoming tax planning season, and a link to the Miro board 👇
It starts with a single email to all of the 1040 clients I billed >$X for their 2019 return
Salutation is personalized by the system + additional text if the following applied in 2019:
-We did TP in prev year
-They owed over $X in tax
-Underpmt penalties
-Late pmt penalties
Salutation is personalized by the system + additional text if the following applied in 2019:
-We did TP in prev year
-They owed over $X in tax
-Underpmt penalties
-Late pmt penalties
After the first paragraph, they get a link to one of three different two minute Loom videos
The video they get is dependent upon if:
-They didn't have tax planning last year
-They owed >$X in 2019
-A fallback if the above two don't apply
The video they get is dependent upon if:
-They didn't have tax planning last year
-They owed >$X in 2019
-A fallback if the above two don't apply
Lastly, I include links to:
-15 minute optional calendly appointment
-Engagement letter proposal
-Short typeform asking if any major changes
-Sharefile upload
Next is where the email automation fun starts:
-15 minute optional calendly appointment
-Engagement letter proposal
-Short typeform asking if any major changes
-Sharefile upload
Next is where the email automation fun starts:
If they haven't *opened* the email in 2 weeks, send a follow-up reminder
If they don't open that one in another week, have an admin call:
"We reached out about doing some tax planning but didn't hear back, what would be the best email to send you more info at?"
If they don't open that one in another week, have an admin call:
"We reached out about doing some tax planning but didn't hear back, what would be the best email to send you more info at?"
Next, if any of the tasks have been completed, signed EL, uploaded files, completed form or optionally scheduled a meeting via Calendly
Then either send a follow-up EM acknowledging the completed items, and say I still need xyz
Or if all completed, send info to prep
Then either send a follow-up EM acknowledging the completed items, and say I still need xyz
Or if all completed, send info to prep
If they haven't completed *any* tasks
If they *clicked* the Calendly link (but didn't schedule), I'll call them
Otherwise I'll build a follow-up email
If they didn't *click* the Loom link, I'll include the 2 minute explainer again, and refer to the to-do's in the previous EM
If they *clicked* the Calendly link (but didn't schedule), I'll call them
Otherwise I'll build a follow-up email
If they didn't *click* the Loom link, I'll include the 2 minute explainer again, and refer to the to-do's in the previous EM
All of the above can execute automatically, and you can build on the flow next year
The fun of it is you get to think like a marketer, and include triggers in your email to capture indications of interest
Then build workflows to increase the likelihood of the desired outcome
The fun of it is you get to think like a marketer, and include triggers in your email to capture indications of interest
Then build workflows to increase the likelihood of the desired outcome
