How to Use Your Tax Advisor Lead Generator to Get More Clients
Bring in new leads before, during, and after tax season.
Your Tax Advisor BrandPack includes a ready-to-use Lead Generator that helps you connect with potential clients year-round—not just during tax season. By offering free, valuable resources, you can attract people who need help and start building trust before they ever pick up the phone.
What Is a Lead Generator?
A Lead Generator is a free resource people can download in exchange for their contact info.
For tax advisors, this could be:
- A Tax Season Prep Checklist
- A Guide to Common Tax Deductions
- A Quarterly Tax Filing Calendar
These resources let you:
- Provide useful tax knowledge (building credibility).
- Collect emails so you can follow up with service offers.
How It Works in Your BrandPack
- A visitor sees your free resource on your website or social post.
- They enter their name and email to download it.
- They instantly receive the guide or checklist.
- Automated emails follow up with reminders and helpful tax tips.
- When they’re ready for professional help, you’re the first person they think of.
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Where to Promote It
- Website Pop-Up – Add “Download Your Tax Prep Checklist” to capture visitors.
- Social Media – Share seasonal reminders with a link to your free guide.
- Networking Conversations – Offer it as a no-pressure way to help someone right away.
- Email Signature – Add “Grab my free tax checklist here.”
Following Up
Your BrandPack includes done-for-you email sequences:
- Day 1 – Thank them + deliver the resource.
- Day 2–5 – Share quick tips (deductions, filing reminders, deadlines).
- Day 6+ – Invite them to schedule a call or book your tax services.
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Action Plan
Frequently Asked Questions
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