Client Retention Campaigns Included in $297/mo
Your best new clients are last year’s clients. Remind them you exist.
Ready-made campaigns to your past client list, timed to the tax calendar. Rebooking in January, reviews in May, referrals when people are happiest, and a reason to hear from you in the off-season.
What it does
What it does for your firm
January rebooking drive
“Ready to get started on this year’s return?” with a booking link, sent to everyone you served last season.
Post-season review drive
A spring campaign that asks last season’s clients for a review while the work is fresh.
Referral campaign
Timed for right after filing, when clients are most grateful. (Incentives only where your state board allows them.)
Holiday and off-season touchpoints
Stay top of mind with a holiday note, and offer bookkeeping or planning work in the quiet months.
Setup
How we set it up
- You send us your past client list.
- We load the campaigns and tailor the wording.
- You press go, or we schedule them for you.
What your staff does
Approve the wording once. Press a button each season.
Included in the $297/month system alongside everything else.
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.