TIMES HAVE CHANGED LETS DEVELOP A PLAN -The Importance of Adapt - - PowerPoint PPT Presentation

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TIMES HAVE CHANGED LETS DEVELOP A PLAN -The Importance of Adapt - - PowerPoint PPT Presentation

Sep 27, 2022 408 likes •1.32k views

TIMES HAVE CHANGED LETS DEVELOP A PLAN -The Importance of Adapt & Change -The Social Media Revolution -New Media VS Old Media -The Worm vs The Octopus The Value Ladder -Multi-Services Value Ladder -The Customer Journey -The

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TIMES HAVE CHANGED… LET’S DEVELOP A PLAN

  • The Importance of Adapt & Change
  • The Social Media Revolution 

  • New Media VS Old Media

  • The Worm vs The Octopus

The Value Ladder

  • Multi-Services Value Ladder
  • The Customer Journey
  • The 8 Core Disciplines of Modern Digital Marketing
  • Understanding the Customer Journey
  • The Problem - The Solution
  • Email Marketing Tutorial
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REMEMBER THESE GUYS?

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THEY THOUGHT “FILM” WOULD LAST FOREVER…

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FAST FORWARD… HOW MANY DIGITAL CAMERAS DO YOU SEE THESE DAYS ?

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TIMES CHANGE. WE MUST AS WELL.

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REMEMBER THE GOOD OLD DAYS… OUR FAVORITE NEIGHBORHOOD VIDEO STORE

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AND THEN “THESE GUYS” CAME ALONG

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HAPPY TIMES!!!

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OUT WITH THE OLD, IN WITH THE NEW.

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DO YOU KNOW THIS MAN?

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REED HASTING - FOUNDER - NETFLIX MAY NOT RECOGNIZE THE FACE, BUT YOU DEFINITELY KNOW THE COMPANY!

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A SO THE STORY GOES…

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The Tax Preparation Industry

Who are the Wolves that want to Eat your Lunch?

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How do We Compete Against the BIG BOYS?

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We Need to Outsmart them by using all of the Tools and Resources that are Available in Todays Marketplace.

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OLD MEDIA VS NEW MEDIA

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The WORM vs. THE OCTOPUS

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WORM Marketing

Referrals - Direct Mail

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OCTOPUS Marketing

Postcards & Direct Mail Yelp Google Search Telephone Calls Office Signage Facebook You Tube Referrals Referral Partners Email Marketing

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BEFORE

Customer List: 45,000 New subscribers: 0 Emails monthly: 15,000 
 


I transformed my business within 5 years with no formal training. YOU CAN TOO! Faster, Easier and with Less $$$ Invested!

AFTER

Customer List: 800,000 New subscribers: 500 Mo Emails monthly: 1.8 million

www.infinityschools.com

CASE STUDY

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VALUE LADDER

THE

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THE VALUE LADDER

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  • 1. WHO ARE THEY?
  • 2. WHERE CAN YOU FIND THEM?
  • 3. WHAT BAIT WILL YOU USE TO ATTRACT THEM
  • 4. WHAT RESULT WILL YOU GIVE THEM?

IDEAL CLIENTS = Those clients that will walk up your Value Ladder

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The Importance of Developing a Multi-Services Business Model

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Sample Multi-Services Business Lines

Tax

Individual Return 
 Identity Theft Protection
 
 Audit Protection
 
 Tax Resolution
 
 Credit Repair Business/Corporate Return 
 Bookkeeping Payroll Services Business Entity Set-Up
 
 Tax and/or 
 Audit Representation Instructor - Tax Preparation
 Business Advisory

IDP

Citizenship Class Fingerprinting 
 
 Replace Green Card Background Checks Translation Services Citizenship I-130 Package

Insurance

Travel Insurance - Mexico Health Life Commercial

Investments

Annuity IRA Wills Trusts Mutual Fund Estate Planning

Consulting

Business Creation Branding Automation Strategy Expansion 
 
 Ideal Clients Value Ladder Mentoring Mastermind

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VALUE PRICE $

Individual Tax Preparation

$$$$$

$200

Business Tax Preparation

$500

Life Insurance $800 Investments Financial Planning Estate Planning

$3500

Consulting $5000

Ideal Client

Business Entity Formation Immigration Services - Green Card Package

Multi-Services Value Ladder

LEAD MAGNET (BAIT) FREE OFFER

$600

Identity Theft Protection $100 Commercial Insurance $1200

$1800

Immigration Services - Provisional Waiver $3000 Credit Repair $600

Ideal Client

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The Importance of Continuing Increase your Qualifications & Expertise

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Are you licensed as an Enrolled Agent?

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Are you licensed as an Insurance Professional ?

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  • LIFE & HEALTH LICENSE
  • PROPERTY & CASUALTY
  • ENROLLED AGENT

CONTINUING EDUCATION PRE-LICENSE TRAINING

  • INSURANCE
  • TAX PREPARATION
  • ENROLLED AGENTS

www.infinityschools.com

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Prospect sees an ad Prospect reads blog post or watches a video Prospects opts in to receive gated content Prospect makes a small purchase/schedules demo Customer gets value from initial transaction Customer makes larger/ additional purchases Successful customer gives a testimonial/case study Successful customer tells friends about your brand

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http://digitalmarketdesigns.com/wp-content/uploads/2016/10/Essential-Rules.pdf

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Digital Marketing & WHY ITS A MUST

  • Why you need an in-house digital marketing team 


(even if it’s a “Team of 1”)

  • 8 critical skills that every marketing team must have in 2017
  • The 4 roles that make up the modern “Growth Team”
  • How to structure your team to maximize communication

and accountability

  • How you can use online training courses, tools and

resources s to train your own team of marketing rockstars from scratch

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SO YES…THINGS HAVE CHANGED.

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If marketing and sales have changed, shouldn’t your marketing and sales STRATEGIES change reflect those changes?

QUESTION

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THE POWER OF KNOWLEDGE AND IMPLEMENTING DIGITAL MARKETING STRATEGIES

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YOU MUST BEGIN TO LEARN NEW SKILLS & TEACH YOUR STAFF NEW SKILLS

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Four “Roles” On Every Growth Team

  • 1. Content (blog posts, videos, search, lead magnets)
  • 2. Acquisition (traffic campaigns, landing page
  • ptimization, email promotions)
  • 3. Monetization (sales, copywriting, partners/affiliates,

ecommerce, business development)

  • 4. Success (customer support, account management)
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THE GROWTH TEAM ISN’T JUST IN CHARGE OF GROWING REVENUE…

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…THEY OWN THE ENTIRE CUSTOMER JOURNEY!

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CONVERSION FUNNELS CONTENT MARKETING CUSTOMER ACQUISITION EMAIL MARKETING DATA & ANALYTICS SOCIAL MEDIA SEARCH MARKETING TESTING & OPTIMIZATION

THE 8 CRITICAL CORE DISCIPLINES OF MODERN DIGITAL MARKETING

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PROBLEM:

I DON’T HAVE THE KNOWLEDGE OR SKILLS

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Commit To Training YOURSELF and YOUR TEAM

SOLUTION:

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BAD NEWS:

GOOD MARKETERS DON’T COME CHEAP…

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SOLUTION:




  • 1. TRAIN YOURSELF
  • 2. TRAIN WHO YOU HAVE
  • 3. HIRE SOMEONE TO TRAIN
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WHAT IS THE FASTEST, EASIEST AND MOST INEXPENSIVE WAY TO LEARN?

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BOOKS & AUDIO BOOKS

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ONLINE TRAINING COURSES

CONVERSION FUNNELS CONTENT MARKETING CUSTOMER ACQUISITION EMAIL MARKETING DATA & ANALYTICS SOCIAL MEDIA SEARCH MARKETING TESTING & OPTIMIZATION

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YOUR COMPETITION IS BEGINNING TO LEARN IMPLEMENT THESE SKILLS.

Don’t let them beat you. It’s time to invest in yourself, in your business and in your team.

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HERE IS A LOOK AT THE DIGITAL MARKETING TRAINING DASHBOARD

WWW.DIGITALMARKETER.COM

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Recommended Training Topics - Intro Level

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FREE 14 DAY TRAIL

http://a.digitalmarketer.com/aff_c?offer_id=14&aff_id=1056

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UNLIMITED ACCESS TO ELEVEN DIFFERENT TRAINING CLASSES

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CERTIFICATION UPON EACH COMPLETION

Kimberly Nunez

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The Ultimate Marketing Plan Checklist For Tax Season

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Prior Customer Checklist Plan Aggressive campaign for the highest customer retention possible. You cannot afford to be lax on this. Be sure your service is at the highest quality and that your are earning the business of your customer each and every year. Do not assume that they are just going to stay with you forever without you showing then each year that you value and deserve their business because you are going to take care of them better than anyone else will. Postcards Direct Mail Letters Free Gift Offers Contest Give-Aways Email Campaigns Outbound Phone Calls

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Digital Marketing Checklist Plan All of your digital communications need to be reviewed and you need a plan for moving forward this coming season. This means you need to look at the following: If you don’t have a website, GET ONE & NOW If you have a website - Be sure its follows the “STORY BRAND” TEMPLATE Google Analytics Installed Get YELP Listing Submitted Get GOOGLE Regional Search Listing Submitted Create Blog and a write content for Regular Blog Posts Create Lead Magnet Create Email campaigns, plan out your strategy & write the copy Be sure you are marketing your “Virtual Tax Service” offerings Facebook Ads with following the “Customer Journey” Content marketing strategies Study your Data and Analytics Test and Optimize

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Social Media Checklist Plan

Social media can really help build awareness of your business. You should be using it on a regular basis throughout the year and have a plan to really ramp it up around the holidays when tax season is closer. Regular Facebook Posts Other Social Media if your Ideal Clients are on that platform Have graphics created for social media posts Flesh out Contest and Give-Away ideas and begin posting them Create your YouTube Channel and make at least 5 Short Interesting Videos Customer Testimonial Videos for Website, Facebook and YouTube Be sure your personal LinkedIn page is current and up to date Be sure your LinkedIn company page is up to date and has reviews Have all tax preparers update up their LinkedIn profiles and be sure that their current position is listed and linked to your company

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Print Advertising Checklist Plan Print advertising is not dead!!! You should consider the following: Ads in local papers Ads in local magazines Flyers and brochures Direct mail for new home buyers or a targeted area Post cards for previous clients who did not return this year

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Create your Customer Culture Create your “Customer Culture” and have fun with it! Social Media T-Shirts Stickers Videos Branding and Brand Signature should have CONTINUITY across all of your marketing and advertising platforms

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EMAIL MARKETING SET-UP WWW.MAILCHIMP.COM