Secrets to Growing & Streamlining Your Practice with Business Texting in 2022

Presented by Laura Thompson & Majeed Ghadialy

A recent survey of several hundred tax professionals and bookkeepers indicated their top two priorities were growing and streamlining their practices. Leading tax professionals can accomplish both objectives by adopting business texting & appointment management services into their processes.

During this webinar, participants will learn a better way to engage and keep customers through text message marketing. We will discuss how you can use your existing business phone lines and toll-free numbers to engage and win customers with business texting services. We will also explore ways to measure the effectiveness of a text message marketing campaign. Lastly, we will discuss the importance of scheduling capabilities that provide meeting preparedness messages, reminders, review, and referral requests automatically tied to appointments, synced to personal Outlook, Google calendars, etc.

Learning-objectives:

Upon completion of this webinar, participants will be able to:

• Define ways to serve clients with greater efficiency.
• Describe how to use your existing business phones lines for business texting services.
• Identify ways to measure the effectiveness of a text message marketing campaign.
• Describe the importance of scheduling capabilities to provide meeting preparedness and follow-up.
• Identify opportunities for 5-star reviews
• Prepare for your best tax season yet, in 2021!

Subject Area: Computer Software & Applications

Course level: Basic

Instruction method: Internet webinar

Prerequisites: None

Advanced preparation: None

Who should attend: Anyone interested in using text messaging to recruit and retain clients

Series: No

Webinar length: 1 hour

CPE Credits: 1.0

Cost: Free

Refund Policy:

 This course is free, so no refunds necessary. For more information regarding refunds, complaints, and/or program policies please contact our office at (770)545-3145 or via email –gdehart@insightfulaccountant.com

To receive CPE credit, you must be registered for the class, logged in to the class for the entirety of the training, and engage with the polling questions.

Contact Information: Insightful Accountant 105 Idlegate Court Johns Creek, GA 30022 gdehart@insightfulaccountant.com or (770)545-3159

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