how to use your business and tax pack
DESCRIPTION
How our most successful clients use the content of the PracticeWEB Business and Tax pack to improve communications with clients and prospectsTRANSCRIPT
How to get the most out of your
Business and Tax Pack
Daniel Mehmet, Editor
Agenda
• What is the Business and Tax Pack?
• Monthly versus annual content
• How to use your content
• Questions
What is the Business and Tax Pack?12 month subscription to a range of branded content designed for your clients and to help you reinforce your expertise and brand.
Monthly:
• The Insider newsletter – a round-up of important news stories this month
• Active Practice Updates – two in-depth features on business and personal tax and finance topics
Yearly:
• Budget Report (March)
• 12-month Tax Card (March)
• Autumn Statement (December)
• Year End Tax Guide (December)
36 monthly documents in total, plus four annual publications throughout the year.
Insider Newsletter Active Practice Updates
Monthly content
Annual content• Budget Report
• Autumn Statement
• Year End Tax Guide
• 12-month Tax Card
• Upload the PDFs to your site
• Send them out via email newsletters
• Create a blog post using the content
• Make it available as a download in exchange for info
• Use snippets for social media broadcasts
• Print them for use in reception areas and meeting rooms.
How to use
Upload it onto your website…
Add a link and a thumbnail to your website’s publications area.
Email it…
Copy and paste the information into an email template, or email the PDF to your clients and prospects.
Blog it…
Extract the information you want and use it with your firms blog. Save time on compliance checks and writing.
Create leads…
Make content available to download for free in return for their contact details using a data capture webform.
Tweet it…
Take the content headline and create a link leading to either your website or the document.
Facebook it…
Create status updates and cover images using snippets of the design features.
• Have copies in reception and meeting rooms• Take them to events and tradeshows • Consider stands to display them professionally• Hand them to clients at the end of meetings.
Print it…
Recap…
• Mixture of monthly and annual content
• Use it as it arrives but also consider using snippets
• Use the content on- and offsite
• Make use of printed, hard copy formats as well as digital.
