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5 New Ways of Growing & Streamlining Your Practice With Business Texting in 2022

5 NEW WAYS OF GROWING & STREAMLINING YOUR PRACTICE WITH BUSINESS TEXTING IN 2022

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A recent survey of several hundred tax professionals indicated their top two priorities were growing and streamlining their practices. Leading tax professionals can accomplish both objectives by adopting business texting and 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:


  • Define ways to serve clients with greater efficiency 

  • Compile ways to ensure previous clients return

  • Evaluate innovative ways to attract more clients

  • Determine a way to measure the effectiveness of new approaches

  • Recognize techniques for getting more referrals

  • Identify opportunities for 5-star reviews

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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.

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!