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Textellent
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Provenlessons textellent

PROVEN LESSONS ON HOW "PERSONALIZED" TEXTING WILL GROW YOUR BUSINESS

This session is for professional tax preparation and accounting practices with at least 100 clients. The strategy level content is NOT suitable for non-owners/managers, firms without clients. Please ONLY register if you are an Owner in a CPA firm or a tax preparation firm.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 9, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Have you noticed how your email communication is not working as well as it once did?  Did you know 99% of texts are read within 90 seconds?  Your clients use texting on a daily basis and they expect you to also. They also want to be empowered to book & manage their own appointments without needing to call you, of course within your office hours and appointment rules. Personalized texting works because it comes from a real phone number and allows 2-way conversation, yet your personal mobile number remains private. Learn how you can dramatically improve client retention, gain more referrals and save precious time getting clients to make appointments and bring in missing paperwork. We will discuss the common challenges that every tax professional faces and innovative ways to address these with text marketing and messaging that works with your existing tax software. A demonstration will be provided.
 
Learning Objectives


  • Why “Personalized” Texting is a complementary channel you should add to your marketing efforts See actual cost savings and marketing ROI (return on investment) results from fellow accounting offices of your size.

  • How to use your client history information to send timely and relevant text messages and win back previous clients.

  • Understand the campaigns you can run in the coming months to grow your practice before the new season.

  • Learn how to cut costs by getting clients to make their own appointments with automatic reminders.

  • See how sending reminders of missing paperwork, quarterly earnings deadlines can increase your efficiency.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Majeed Ghadialy

Textellent
Founder and CEO
[email protected]
(972) 200-7250 x302

Textellent

Majeed Ghadialy is founder and CEO of Textellent (www.textellent.com), a unique, patented personalized text message marketing service designed for Tax Professionals. He is a 20+ years veteran of technology and marketing with four patents under his name – three in the US and one in Japan. He also co-owned and operated an Income Tax preparation business for over a decade.

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Laura Thompson

Textellent
VP of Marketing - Textellent
[email protected]
(415) 244-4421

Textellent

Laura Thompson is the VP of Marketing at Textellent. Laura has 20+ years of working with communications service providers to bring innovative marketing strategies to new markets. Prior to Textellent, Laura ran her own marketing practice and served hundreds of clients in growing their businesses and retaining clients.

About Our Presenter

Textellent
Textellent offers a unique Personalized Texting service designed especially for Tax Professionals. It marries the best practices for marketing & communication for the Tax Preparation business with the principles of Personalized Texting mentioned above. It goes one step further and entirely automates the whole process!