It's the middle
of tax season, and marketing is probably the furthest thing from
your mind. Of course you don't have time to be actively marketing.
But this time of year is unique; you have more customer contact now
than at any other time. And all that customer interaction can
provide a lot of valuable marketing opportunities. Of course, you
don't have to act on them now. All you need to do right now is
What kinds of questions are your customers asking most? And
perhaps more importantly, what are the underlying reasons behind
those questions? Are there additional services that you could
provide to the client that could alleviate some of these
situations? If so, make a note while it's fresh in your
You can get similar information from the documents that your
clients provide to you for their tax returns. You probably
encounter dozens of situations where clients should have done
something differently, where you could have saved them time, money,
and aggravation had they brought this to your attention earlier.
Make a note of it.
Of course, this is not the time to act on these opportunities.
Your clients may not react well to your trying to "sell" them
something additional right now, and maybe it's too soon to educate
them on something they did "wrong." In any case, you don't have the
time to do those things right now. But it's a great time to take
note of potential opportunities that you can pursue later, when
busy season is over.
By keeping your ears open now, you may be able to generate some
additional business in the future. At the very least, your
follow-up will show your clients that you're thinking about them
and that you care about their needs.