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It’s a smart idea to evaluate your client base and make sure you know how to retain clients with great content. What worked well last season? What feedback did you get from your clients? How likely do you think clients are to refer your firm to someone else?

Asking the right questions is key to developing a good strategy for client retention. And did you know that your existing clients could help you grow your brand? We’ll give you some pointers on how to connect with previous clients and spread the word about your firm.

Effective ways to market to existing clients before tax season

Year-round marketing is essential, but connecting with clients at the right time is critical. When you connect with clients before they need your services it shows you’re prepared and that you’re willing to take initiative. Remember: your clients have choices when it comes to working with a tax preparer. You want them to choose you. Consider connecting with clients by:

  • Email marketing: Market your brand with a short email.
  • Postcard reminders: Touch base with clients by sending postcards with reminders about deadlines.
  • Referral incentives: Offer existing clients incentives for referrals during the upcoming tax season. If a client feels comfortable knowing they’re in good hands they’re more likely to talk about your firm to other people.

Use referrals to build your brand

Referrals are one of the best ways to grow your business and also build your brand. Brand recognition is particularly important when it comes to referrals and validation. You want people visiting your website or social media pages to feel confident in your brand.

Remember that once someone receives a referral and hears of your brand they are likely to go online and search for your website and other information. You can reinforce the positive referral by creating brand consistency. This means you need to be sure your logo appears on your website and all other online accounts — and your tagline/slogan (if applicable) is used along with your logo.

Use fresh content to keep referrals connected

Remember that content is key for both client referrals and client retention. People use content to gather information and validate their opinion of a business. And in this case, it’s your firm and the services that you want to be validated!

Marketing automation helps tax firms create content, organize content and schedule content to reach clients when they need it most. It’s used for:

  • Email marketing
  • Website content
  • Twitter, Facebook and LinkedIn posts
  • Blog, white paper and article content

Did you know that adding fresh content is one of the best ways to gain credibility?

Mostad Marketing Cloud can help you with fresh content so you can grow your client base

Mostad Marketing Cloud is specifically designed for tax and accounting firms. The cloud-based marketing platform allows you to reach clients at the most ideal time so you can focus on meeting with clients — especially during tax season. If you aren’t already using Mostad Marketing Cloud, schedule your personalized demonstration to learn more and get started.