How to Keep Clients Coming In – Despite the Pandemic

By Chuck | December 17, 2020

Client meeting COVID safety

With the threat of rising COVID-19 cases, there’s a concern that clients will opt to stay home and prepare their own taxes this season to save money and stay safe. Here are some ideas to ensure you have business coming in this tax season.

Make sure people know you are open for business

Updating and maintaining your social media pages, websites, your Google Business listing, and even your building signage lets people know you’re open and ready to help them with all of their financial needs. As more restrictions are put in place, many consumers may assume that businesses are planning to close again. Bringing attention to your current services, business hours, etc. is the main focus as we move into tighter COVID guidelines. 

Offer multiple options

Whether your clients choose to come in-person (following CDC guidelines always) or choose to stay at home, your firm should have several options available. Some clients may be considered high-risk and need to stay home, others may be willing and even eager to see friendly faces in the office. 

No matter what options you provide, it’s important to follow all CDC guidelines as the year progresses. Keeping your clients, your employees, and yourself healthy should be your main priority. 

Communicate with clients

Communication is one of the easiest ways to let clients know everything that is going on with your business. Some simple ways to spread information are:

  • Calling old and returning clients
  • Sending out regular emails with specials, changing information, and a link back to your services
  • Updating social media regularly
  • Sending Direct Mail postcards and tax planners

Offer a referral program 

Trust is key right now, and referrals are gold because people trust friends and family! Encourage clients to return this tax season by offering discounts or gifts for referring friends and family. Setting up a referral program is a great way to incentivize clients and bring in new business.  

Don’t stop networking

Just because in-person events aren’t happening doesn’t mean you can’t stay connected. Make adjustments to your strategy by signing up for virtual speaking events or offering incentives to association members. 

Like every tax season, things are going to look a little different, and you may have to go above and beyond to gain more clients and bring back returners. With the right planning, you could have a great (if not better) tax season!

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