Tax Planning Prospect Engagement Campaign (Tax Season Update)


Engage prospects who are interested in Tax Planning with this timely campaign! Now updated for the SECURE Act!

Highlight the benefits of tax planning with this email-based campaign that educates, informs, and engages prospects on your list. If you’ve got fresh leads from the Hidden Tax Opportunities Lead Generation Campaign, this is a perfect follow-up. Drive prospects to a personalizable landing page that promotes a free appointment to review their tax strategies.

This campaign is designed to help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with emails that position you as the right source for help and offering a free appointment to discuss their financial questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 5 weeks.

This campaign includes:

  • 5 emails promoting the value of your tax planning advice
  • 1 appointment page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email that confirms the request was received