2024 Client Tax Reconnection

Reconnect with past clients by providing their final settlement statements for tax purposes. This campaign strengthens your relationship with clients while subtly encouraging referrals and highlighting your ongoing commitment to exceptional service.

Objective: Reconnect with past clients by providing their final settlement statements for tax purposes

Method: Emailing or mailing past clients with their final settlement statements. 

Follow-ups: Letter/email, email/phone call, text message, social media or friendly check-in