11d ā¢ š§ Mindset & Motivation
š£ Tax Prosā¦One Week Until the December Loyalty Program Launches!
Weāve got about a week before the December Loyalty Program goes live, and this is your moment to tighten every loose end.
Holiday season = stressed clients.
A proactive tax pro = trusted, dependable, and unforgettable.
If you donāt move now, you risk leaving value on the table value that builds loyalty, referrals, and reputation.
This program is your chance to show up for your clients and remind them why you are their financial go-to.
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Final Week Checklist
1ļøā£ Review the Program Details
Know exactly how the program works, the benefits, and the step-by-step on offering it to clients.
2ļøā£ Identify Your Loyal Clients
Make a focused list of clients who:
- Stay consistent
- Refer others
- Engage with you
- Would benefit from extra support during holiday season
This is your VIP list for December.
3ļøā£ Plan Your Communication
Draft the messages now so you hit āsendā the moment the program opens.
Prepare:
- Email announcement
- SMS alert
- Social media post
- Follow-up reminder
Visibility + clarity = participation.
4ļøā£ Set Up Your Systems
Your back office should be ready for smooth disbursement and tracking.
Check your:
- CRM
- Client list
- Document request flow
- Banking/disbursement setup
š See how the FasterMoneyĀ® VisaĀ® Prepaid CardĀ² streamlines disbursements.
š„ Final Word
Deliver value intentionally.
Serve your clients well.
Let December be the month where your loyalty = their loyalty.
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š£ Tax Prosā¦One Week Until the December Loyalty Program Launches!
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