BuildaHerd’s Email Marketing Revolution

Simple “Secrets” Used By Multi-Millionaire Marketers,
Requiring No Technical Skill,
Revealed For the First Time To
Tax and Accounting Professionals In My Membership!

Dear BuildaHerd Member,

Do you believe success leaves clues? Well, there’s a “new wave” of small business millionaires employing a secret strategy which has kept them soaring during “down” times, and launched them to new heights whenever they chose to “turn on the faucet.”

It’s a powerful “faucet”, for those in the know, and it’s generating consistent, reliable income–as well as the lifestyle and business of their dreams for those that use it.Yet these secrets have been flying under the radar for the regular small business owner (especially for tax professionals). Most small business owners are “stuck” with old ways of thinking…and unfortunately, they’re just too darn busy working “in” their business to make the kind of serious changes that this economy requires.

But that’s about to change–and I’m going to do it for you. Completely.

When I entered the tax industry, I came in as the Marketing Director for a small, family-run tax business which started out doing about $50K a year in annual revenue. It was the story you’re probably familiar with–long hours, slaving away for clients, working your butt off to provide excellent service, and *hoping* that 20% new clients would come through the door from referrals and word of mouth (to replace the 15-20% that dropped off every year).Yep, long hours…kissing your family goodbye during tax season…and what to show for it? Well, not nearly as much as you’re worth, that’s for sure!

But something strange happened in this particular family-run tax business. We discovered that success had nothing to do with how hard we worked, how much tax code we knew, the prices we charged (!), or even how much we sacrificed.

Instead, we discovered this secret: We found out that our clients wanted information on what THEY cared about, not some accountant gobbledy-gook or generic, plain vanilla, “glorified business card” marketing. We ran with it…and, by the time I left that tax business to pursue my own ventures, we were doing $4.2 million per year in tax fees alone.

Along the way, I got to see behind-the-scenes of how lawyers, dentists, chiropractors, financial planners, and yes, tax professionals, were making millions in otherwise-ordinary “bricks and mortar” businesses by applying the secrets of multi-millionaire marketers and experts who knew that success wasn’t about hard work…but about  the strategic and effective use of technology and the common language of emotion–again to enter into the conversation already going on in the mind of our clients and their friends.

And by the way–can I say a word about emotion? You may scoff at the kind of language I’m using here…”secrets”…”dreams”…”millions”…”lifetime profits”–but can we be straight about the plain fact that we ALL live there, in the realm of emotion about our lives and business?moneybubble

And your clients do too.So, walk with me and put aside your fears that say the kind of results I just described couldn’t happen in your business, and imagine what it would look like if it did.

Imagine a tax business in which clients “mysteriously” start seeking you out in droves, because their friends are excitedly sending them your way. A business in which you have the money to hire who you’d like, and work as little as you’d like. A lifestyle not dependent on the next sale or new client who comes through the door, but one in which any vacation, toy or charity you want to fund can be had because your business is so healthy and profitable…even during a recession.

I’m about to “unlock the door” to this kind of business and the lifestyle you’ve always dreamed about by handing you the keys to using the most powerful marketing medium currently available–while barely lifting a finger!

(I say “barely lifting a finger” because though I wanted to say “without lifting a finger”, the truth is that it really will take you a bit longer. Like 5 minutes each week. I know…painful.)

It’s the same medium to which the above-mentioned millionaires have “unlocked the code”, while their bricks ‘n mortar competitors keep toiling away in poorly-compensated anonymity. These guys “turn on the faucet” at will–no matter the state of the economy–and their customers are fiercely grateful and loyal. All because they’ve mastered a medium that everybody else can’t seem to get right.

What am I talking about?

The Awesome Power of Email Marketing to Transform Your Tax Business.

With the advent of Social Marketing (Twitter, Facebook, Blogs, etc.) did you know that these tools are driving more people to their email inbox than ever before.

socialbar2

Yes, I’ve got some industry statistics I’ll share with you shortly–but the plain point is that tax professionals MUST take advantage of this exploding advertising channel–or be forced to wait in the dust while their competitors skip on by.

But the problem is that, if you’re like most tax or accounting professionals, you don’t have the time to learn all of the “tricks of the trade” or write the quantity or quality of emails necessary to do this right.

And, it’s not your fault that all of the industry pabulum out there is either so geek-techy or bland (think “Tax Tips”–ring a bell?) that even when you DO use email in your tax or accounting business you’re missing out on the kind of sales-and-referral-exploding power now available for those who use it right.

In fact, this past tax season, I’ve been conducting a “beta test” of a brand new Email Marketing System with 51 tax professionals, and the results have been nothing short of phenomenal. More about that later.

saul

One of Many Client Success Stories

“I have always wanted some way to keep in front of my clients on a year-round basis.  Nate’s email marketing services were the answer I had been searching for. I have received SUCH positive feedback from my clients regarding the weekly emails they receive.  I am also able to answer their questions and concerns via email instead of the telephone which saves my time during the rush of tax season! The best part–I have been able to collect nearly *100* positive testimonials about our tax business with Nate’s automatic after-tax-meeting follow-up. This alone is worth the monthly cost for the emails. What a benefit to have for my business! I would recommend this to any business OUTSIDE of my local area! :) Saul Gimenez Hillsdale, MI

Before I proceed further, I’d like to pause and explain what I will NOT be focusing on in information

  • A new “widget” or tired “software tips” but rather simple and actionable secrets
  • The technical details of email marketing platforms
  • Sending “Tax Tips” to your clients
  • Letting your clients have instant access to you via email so that you become a slave to it :)
  • SPAMMING your clients with constant sales messages (and ticking them off)
  • Learning complicated software or special technical “geek tricks”–these are secrets which busy tax and accounting business owners can use NOW

And yes, there are problems with email marketing. Problems like…

  • Users receive dozens, if not hundreds, of emails per day
  • SPAM (I hate it. You hate it. Your clients hate it.)
  • Easy to delete and ignore
  • What to write?
  • Technology confusion (Outlook? Web-based? Constant Contact? InfusionSoft?)

I’ve got some interesting statistics and studies to share (as well as some personal stories and observations) which render these concerns meaningless (or at least unimportant)–it’s a crying shame that email is significantly under-utilized in our industry, in part because of some of these issues–but also because people pay attention to the wrong sources. They don’t pay attention to the folks that actually make a ton of money with email.

Before my “Beta Test” this tax season, I conducted a survey of hundreds of tax & accounting professionals about their use of email in their business. Some of the results I gathered:

Frequency of Sending Email To Their Client/Prospect List…

  • 61% never send an email to their list
  • 14% send monthly or more
  • 89% use for individual correspondence with clients
  • 18.5% for firm announcements
  • 17.5% for e-newsletter
  • 17.2% sales/marketing messages

Reasons For Not Sending More Often…

  • 35.6% don’t have the time
  • 61.2% not sure how to do it properly
  • 30.7% don’t have a good service to deliver it
  • 12.2% believe it’s pestering

Most of the survey respondents thought a) There’s nothing compelling out there to send b)it’s too much of a hassle to do it right or c) Is it really effective?

I’m here to tell you: Resoundingly, yes.

How Good Email Marketing Can Transform Your Tax and Accounting Business …

First, some relevant email marketing statistics …

Email is seeing increased usage, even in the midst of new “widgets”

65% of the demographic between the ages of 18 to 34 will favor email to communicate with businesses in five years. - Habeas (2008)

The number of marketing emails sent by U.S. retailers and wholesalers this year will hit 158 billion and grow 63% to 258 billion in 2013.- Forrester’s US Email Marketing Volume Forecast (2008)

60 percent of business decision makers said Internet and email are the best ways for advertisers to reach them. - Jupiter Research (2007)

40 percent of email subscribers will go “out of their way” to patronize a company whose email messages they like. - Quris (2008)

My question: are you capturing these increasingly loyal clients?

Email works to sell, and is a huge missed opportunity for tax businesses

49.6% of businesses with an online presence maintain that email marketing performs better than any other forms of marketing, including paid search, search engine optimization, direct mail and affiliate marketing. - Internet Retailer (2007)

For every dollar spent on email marketing in 2007, marketers can expect an estimated $48.29 ROI. - Direct Marketing Association (2007)

83% of marketers surveyed said that they thought 2007 ROI for email will increase over last year. - Datran Media Research, “The 2007 Email Marketing Survey: Looking Forward” (2007)

Regular email is one of the most powerful methods (next to regular print mailings) for client retention and development — which is absolutely critical in this economy

Engaging your audiences via client email broadcasts increases net profits by an average of 18 times more than radius mailings - Jupiter Research (2006)

Cutting customer defections by just 5 percent has the effect of boosting profits between 25 percent and 95 percent. - Harvard Business Review (2005)

But you know what they say about “statistics”, let’s look at some relevant examples for YOU…I’ve got just a few of our success stories scattered throughout this piece, as well. Here’s another:

Nate, I thought you’d be interested in the feedback I received on the very first email I sent.

“Thank you for including me on this and I’m looking forward to reading your future installments.”  (A banker from my BNI group) “Good job with this promotion, Stuart.  Hope things are going well for you.” (A tax client who is in charge of her company’s web campaigns.) “thanks for the note.  smart!” (Architect) “Good piece, Stuart!  I would like to get together with you in about two weeks and talk to you about doing my taxes next year.” (From a past client!)

Stuart Goldman, CPA Boston, MA

Just recently, my associate, Bill Gough, an insurance agent from Birmingham, AL sent 3 marketing emails  and made 32 sales at $999.00 – with a follow-up series of 4 more emails that gave him 8 more sales-with a brand new product. This was his first marketing attempt to a list to whom he had never emailed anything before. He did this with my help.

Perry Marshall, one of the foremost experts for “Pay Per Click” advertising in the world, sent me this note recently:

“Nate … the KEY to a niche – that pocket of profit with 16X the  magnetism of lawn chairs and flashlights and bags of Ruffles – is the LANGUAGE. Speaking the exact, precise language of your audience. NAILING it. So they KNOW you’re one of them.

“Email is the best way of all. Because email is the ‘Inner Sanctum’ of the modern person’s world. It’s 10X more powerful than blogs, direct mail, or YouTube videos.

“It’s continuous, unfettered access to a person’s inner world. All you have to do is earn their trust and the keys to the kingdom are handed to you.

“Maintain their respect and they will love you.”

He’s absolutely correct, and until now, tax and accounting professionals have had no clear solution for using this most powerful marketing channel in the way he’s describing. So let’s get to some secrets for you, shall we?

Email Marketing Made Profitable and Easy:

Simple Steps To Floods of Client Referrals

Greater Profits and Deeper Client Relationships-For Life…
Guaranteed!girlreading

There’s two main goals with effective email marketing:

1) Getting your emails delivered and opened

2) Getting them read, again and again.

First… let’s tackle getting your emails delivered.

“Deliverability”…

Email Marketing is the “Ultimate” Permission Marketing Vehicle

Before I touch on the technical aspects of email deliverability, we better get a few things straight.The power and effectiveness of sending mass emails to your list can become exhilarating and, rather addictive. The “instant feedback” nature of seeing huge open rates, action on your offers, and responses to your questions is like nothing else in small business marketing–especially for the tax business owner.

Because of this direct-feedback nature, you MUST employ proven “direct response” techniques in your email. If you don’t include targeted and timely offers, referral requests, testimonial requests and direct-response oriented copy [marketer slang for the text of your notes], your emails will never be effective.

In fact, might as well never send them if you leave these elements out.

(Incidentally, when I surveyed tax & accounting business owners, many still believed that email marketing was NOT effective for the simple reason that they never included these critical factors in their email.)

Second, “permission marketing” means that if you send emails to NON-CLIENTS (who have not “opted in” to receive information from you), you tread on dangerous waters. This can be mitigated if you write well (and send valuable information)…but it’s a good idea to start only with clients and folks that you’ve done business with over the last two years.

Unsolicited email seems to work for fake Cialis and porn…but not for legitimate businesses like yours. So steer clear of renting lists or adding every single contact you’ve got to your list.In fact, IRS regulations stipulate that you DO have permission to contact clients that have filled out an intake form, and the good news is that your clients (and their friends) will welcome weekly notes from you–when you do them right.

What does this have to do with “deliverability”? This term can be defined as the percentage of your emails which actually reach the inbox of your recipients. Believe it or not, standard deliverability for platforms such as Constant Contact, etc. is about 30 percent.

If you use an upgraded platform (such as InfusionSoft–which runs about $5,000.00), you can reach 70-80% but you’re still impacted by what we just discussed.You see, if you don’t keep in mind these simple guidelines, you’ll get marked as “spam” by the major Internet Service Providers (ISP’s) and email services like Yahoo, AOL, MSN, Google, etc. That will kill your chances of getting a good ROI from your email efforts.

The BEST way to ensure deliverability is to use a “Double Opt-In” format. This means that once you send emails to your list, you get them to “confirm” their email address in your system–which puts a virtual iron cage around their email address, and makes sure that you get straight to the inbox.There’s a host of more technical issues we could address here–but as long as you utilize the right “platform” (email sending software), these issues are often handled automatically.

Which leads to the second and bigger issue…

Getting Your Emails Read

I’ve seen so many horrible email campaigns from small business owners that it makes me want to puke. This is because independent small business owners (like tax and accounting professionals) often “ape” large corporations when they try to do email marketing.

That’s like a thoroughbred jockey trying to copy an elephant trainer. It ain’t pretty.

In fact, there are FOUR major Email “Myths” which small business owners must leave behind if they want real results from this powerful marketing channel. This conventional thinking keeps YOU and your business from reaping the rewards (in skyrocketed sales and referrals) available from the “faucet” of email marketing.

So let’s do some “myth busting” shall we? busted

Small Business Email Myth #1

“I must maintain ‘Corporate Style’ communication.”

This is the first major killer, and if you hold onto this thinking, your emails are destined for the DELETE button!

You see, email is an inherently personal communication medium.

Think about it: what emails do you pay attention to? Simple–the ones written about things YOU care about, and written directly to YOU.

So why would “Tax Tips” emails make any kind of impact, or create additional billings or referrals for that matter?

To illustrate this point, I’d like to show you a couple examples of extremely effective emails which I recently received…

The first is from a gentleman named Ed O’Keefe. He runs a $10 Million dollar consulting firm working with medical professionals. I’m on his email list, even though I’m not a doctor, simply because he writes such good stuff (and I prefer to model proven successes!).

Here’s an email he sent me in the fall of 2008…

Hey there, Nate!What a crazy month September has been for us … the economy has made front page news, the government is buyin’ out companies left and right and we are right in the middle of the political campaigns!

But at my house, you would never notice any of this….For me, September means the start of birthdays in my family!

Tomorrow, we celebrate the 4th birthday of my oldest (of 4) children… Grace Eileen O’Keefe, October 13 my son Michael will turn 3,and November my daughter Reese (11/22) will turn 2 … poor little Keegan has to wait until February to turn 1!

Grace wanted you to be able to share in her birthday and I thought what better way than to offer you my BEST FREE GIFT EVER!

Do you notice how personal and conversational this email is? Ed dispenses with the “corporate gobbledy gook” and isn’t afraid to let his personality shine through. You get a sense that he’s a family man and that he’s real. He’s trustworthy and capable.

Here’s another, this time from Derek Gehl, the (now retired) head of the Internet Marketing Center–now a $20 million dollar firm helping internet marketers. Notice the similarities:

Nate, every morning I have a ritual.

First, I wake up… usually while it’s still dark outside… to the smell of fresh coffee. (I have one of those coffee makers with a timer that turns itself on and automatically brews a pot of java goodness for me.)

Then, I roll out of bed and stumble downstairs with my sidekick, my golden lab Cyber.

I pour myself a cup of java in my lucky mug, head into my home office, and turn on my computer to check my emails with Cyber lying under my feet.

That’s it. It’s simple, and it’s been my morning ritual for YEARS.

But one morning about 4 years ago, something shocking happened…I opened up my inbox, puffy eyed and coffee mug in hand, and what I saw almost knocked me sideways — overnight, my inbox had been FLOODED with 1000′s of emails… and as I picked through them, I quickly realized these were actually tens of THOUSANDS of dollars worth of orders from eager customers!

Now up to this point, business had been good.

But this morning was the ‘tipping point’ that propelled my business from good to *great*… and by great, I mean making money hand over fist ever since!

The best part is it cost me NOTHING to attract this stampede of eager, paying customers to my website.

And it was stupid easy.

You see? Derek goes on to give simple and actionable steps for internet marketers to drive traffic to their websites (a subject for a future White Paper :) ).

The main point I want you to get: Dispense with “tax jargon”. Your clients (and your bottom line) will actually THANK YOU for it. On to the next myth… busted

Small Business Email Myth #2

“Clients only read ‘professional-looking’ email letters.”

Again, I’ll first point you to your own personal experience.

When you receive fancy, graphics-laden emails, what does that tell you? NOT personal, right?

Most of these emails go to your trash–and to your clients trash. So why go to all the trouble to create some fancy-schmantzy email template?

Even worse, because of the rise of mobile devices like the IPhone and Blackberry, many of your clients read emails in a “plain text” environment. And the big daddy–Microsoft Outlook–blocks HTML content and images unless the recipient intentionally accepts them.

So, if you throw in a lot of images and templates, you’re already starting at a disadvantage when it comes to getting your email read. And that’s the name of the game.

The BEST way to send email is to utilize what’s called the Multipurpose Internet Mail Extensions (MIME) format, which is the fancy term for sending BOTH plain text and HTML-ready email.

But, what matters most of all is the quality of the content you deliver–and how you write them (see Myth #1). busted

Small Business Email Myth #3

“Sending emails frequently ‘pesters’ clients.”

I still remember, years ago, when I sent my first email campaign. When I sent the second email in a week, I was scared out of my gourd, because I didn’t want to pester my recipients.

But then the orders started coming in.

When I sent my third, fourth, fifth emails (working hard on the quality of the content), the responses REALLY started to pile up. We ended up with six figures of orders for the consulting business I worked in–ALL from email marketing.

Sure, we had a few folks “unsubscribe” from the list, but the quality of the relationships which were formed–and the additional revenue, I might add :) –more than justified these unsubscriptions. Those folks never would have been good clients anyway.

You see, there’s no “magic formula” for how often to send emails to your list, but a good rule of thumb I’ve seen from the most successful small business owners is that sending weekly emails is the “sweet spot.” Sending a monthly e-newsletter simply doesn’t form the kind of relationship possible from an active and profitable client/prospect list.busted

Small Business Email Myth #4

Email is just like any other media where you advertise.”

As you can gather from above, this is simply not the case. Email requires a special touch.

You see, if you constantly send emails that only pitch your services, you eventually aggravate the recipient and the value of your list goes down the crapper. The relationship is critical, and that only comes from offering “real world” content and conversationally-written notes.

Conversely, if you never take the opportunity to make valuable offers and stimulate sales or referrals you never harness the power of this intensely valuable medium. And this is the mistake most tax and accounting professionals make: if they DO send email to their clients, it’s usually missing direct response elements–and so they don’t make additional sales or gather incredible testimonials and increased referrals.

So How Can Tax Professionals Simply and Easily
Apply These Email Secrets For Profit In Their Business?

First of all, what’s out there now for the tax professional ain’t pretty. It’s either simply ineffective, or requires hours of time and plenty of money to do it properly.

  • I’ve already discussed the “Tax Tips” Monthly Info many tax professionals send-clients don’t usually care about them, and they’re written without key email principles in mind.
  • Or, you could write your own…
  • You’ll need the right platform software ( to get really good deliverability, you need something like InfusionSoft– which costs $4,995 to start, and then $300/month)
  • Further, you have to write it yourself, or hire someone to do it (weekly)
  • This, of course, can be quite costly, even with cheap options ($100 per article is quite normal)
  • And who has the time?The fact remains that there’s nothing out there which actually stimulates more sales and referrals, seals a real relationship and provides accurate, timely and useful information for your clients.

But if you had the right kind of system in place, imagine…

…your clients and prospects responding to your emails, asking for you to do more billable work for you (based on the information you’ve sent), and routinely sending you their friends-year-round.

…having a system in place to get ahead of current events, saving your office the hassle from taking panicky calls from clients about their personal situation?

…Sending out emails that actually make sales (happens all the time my clients the first time they send one out according to my instructions).

After surveying hundreds of tax professionals, and conducting a Beta Test with 51 tax and accounting business owners this past tax season, I discovered there was a great deal of hunger and confusion–but also, desire, for a simple Email Marketing system which would make sales, stimulate referrals and actually seal client relationships…for life.

Which is why I’m so excited to give YOU the keys to…

The Email Marketing Revolution

(for Tax & Accounting Professionals)

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Here’s what makes this Email Marketing Revolution system so unique and different

1)      Instead of a monthly, boring “e-letter”, you’ll have a weekly conversation with your clients AND prospects (more about that later) about matters they actually care about–yes, with specific tax savings techniques–but with personal notes, conversational appeals and commentary about personal finance and immediate current events

2)      Includes low-pressure direct-response sales copy, designed for the particular demands of the email medium, to create sales, skyrocket referrals and even collect joint venture revenue-which is MUCH easier to do online than any other media

3)      No software is required, or having to mess with any technical details at all!

  • Fully-managed program, handling all delivery and opt-in statuses, list management, meeting the CAN-SPAM Act requirements, recipient personalization, bounce remediation, and more
  • Delivered by the most advanced marketing software available to small businesses on the internet-Infusion Software

4)      Can include “Auto-Responder” sequence to convert visitors and leads from your website into actual paying clients-instead of just visitors

5)      Designed to work hand-in-hand with a monthly print newsletter (most effective) or on its own

6) It’s completely done for you! This includes ALL aspects of writing, customization, list management, AND actually sending the emails on your behalf!

To be completely clear…

Not only does this Revolution include weekly sales and relationship-oriented emails, written on your behalf-but you don’t need to purchase any software, as it will be completely implemented on your behalf.

(If you’ve already got email software, or you still really like your tax software “tax tips” newsletter, you can still use it too)

You see, the critical element you’re missing, AND what I’ve built requires…85148169

no2 NO learning curve

no2 NO new skills

no2 NO “homework”

no2 NO pile of CD’s and manuals

no2 NO workshops to attend

no2 NO talent required on your part

no2 NO more detail work for you or your staff

no2 NO more dealing with “technicals” or complicated software

So here’s how it works for you:

1) Login to our website: we’ve built a special system on our website for which you will receive your own personalized login.

2) Make any changes–or not. At the beginning of each week, BuildaHerd staff will post your email marketing piece-timely, built for what your clients want, and containing selected direct-response offers at appropriate intervals.

Hit approve. You’re done. We take care of the rest.

We will manage your list for you, take care of CAN-SPAM requirements, handle all technical details and add any prospects that you give us or are prompted to register on your website.

The net result: A “top-of-consciousness” relationship with your clients and prospects that spreads like wildfire.

How Much Does It Cost To Get Started?

Usually, tax and accounting business owners are used to investing hundreds, even thousands of dollars in occasionally-effective advertising, or investing thousands in education to do it themselves.

Further, to get started with such a system like InfusionSoft (which we’ll be using on your behalf), the setup fee is $4,997 and then $299 per month–and that’s for the “basic” system (we use the “Platinum” edition).

Sure, you could us a cheaper alternative (like ConstantContact), but you don’t get the deliverability of high-grade platforms. And then you have to write the emails!

If you were to hire a copywriter to write direct-response messages for email, it could cost anywhere from $100-$300 a pop-and that’s for writers that aren’t very good at what they do.

So to implement this kind of system yourself could cost you a few thousand dollars to setup, and then high multiple hundreds of dollars per month.

Or you can do nothing.

But you can get this system (and all these results) for $97. Shoot, that’s less than what you get from ONE client!

And when you start seeing results after the first month, you’re going to be so grateful you invested less than what you get from one client to seal ALL your clients and prospects to your tax business in a virtual “iron cage”.

Why so cheap? Simple. This system is powerful and profitable that it’s simply smart business for me to make it as affordable as possible for you.

And the fact is that, as of this writing, I’ve had a grand total of ONE CLIENT drop out of this system, even after many months of conducting my Beta Test–and that was before he had sent any emails! You’re going to be hooked on the results we get for you, and by creating a business you can be really proud of, with lifetime value and profit–no matter the state of the economy!

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When you go there, you’ll choose from TWO TRACKS:

1)”Real World” Personal Strategy Notes

This is the track for your individual (non-business-owner) clients. These weekly notes are designed to offer your contacts straight talk on personal finances, current events, what’s happening in your firm and occasional tax/accounting-related content. See, also, the enclosed samples for each track.

2)”Real World” Business Strategy Notes

This is the track for your business owner clients. What’s unique and different about THIS track, is that these weekly notes actually set YOU up as your clients’ Trusted Advisor on marketing, management and current trends in the marketplace. And, of course, you’ll see that there IS accounting-related content, as well. But the fact is–your clients prefer YOU to handle those details on your behalf, and pay you to do so! So we keep that content from overwhelming them.

And, of course, both tracks include direct-response offers, referral stimulation triggers and additional sales opportunities at a wise and timely basis.

The best value is to choose BOTH tracks for $157. That’s what most of our clients select.

Then, you have the option to Add Premium Tools.

Here’s what’s included when you select this service…

  • Capture leads on your existing website ($794.00 value)- We’ll integrate a capture box to your website which will turn it into a conversion machine, and give you a mechanism to add prospects to your increasingly powerful  email “herd” ($297.00 value)- Includes special “auto-responder” sequence with a steady “drip” approach to selling your prospects-proven techniques nobody is using in the tax industry ($497 value).Included for both tracks.
  • Advanced list segmentation done on your behalf ($1,597.00 value)- Have my team manage your list, and separate it into leads, existing, new clients-enabling you to send specific messages to each group for additional sales. ($1,200.00 value)- “Take Your List in Any Form” Service–we’ve got a handy “upload” feature to have you send us your current client list on our website, but if you have trouble pulling it together, my Production Staff will work with you (on a regular basis) to get it together. Premium Subscribers can even send it via fax! ($100 value)
  • Will include a “Thank You” sequence designed to stimulate referrals after a client has completed their paperwork and you’ve finished their return or books ($397.00 value)
  • Annual “Done For You” Birthday Greeting to your clients ($20 value)
  • Licensed use of all Free Reports and sales messages from auto-responder sequences for any additional media you might use to  advertise ($997.00 value) [ These free reports have been a great asset to our clients]
  • BuildaHerd Staff will help you to send up to TWO additional emails/month to your list for sales or announcement purposes ($200/month value)

And you can have all of these Premium Tools for $79 bucks.(!) That makes these Tools a brain-dead easy addition to your subscription.

Another “Beta Tester”…

“The email notes have been a big hit! CLIENTS ACTUALLY READ THEM AND RESPOND! Many ask me how I have the time to write them. (I just smile – sorry!) One of my clients who is in marketing said I am far and away the most marketing savvy CPA he has met. “And it has brought a ton of business my way!” Jon C. Neal CPA, MST, PFS Milwaukee, WI

And one more thing…

Act Right Away…

Get Your First Month FREE!

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You heard me right.Wouldn’t you agree that it would be a good idea to “check us out” and verify for yourself that what I’m talking about will work for your business? That’s why, when you enroll by the deadline on your Quick Start Form, we’ll completely waive the first month’s subscription costs.

There is a one-time setup fee for each account, because of the handwork of my staff to get your system in place properly. But you will NOT pay your first month’s subscription costs until you get a chance to “see for yourself” this Email Marketing Revolution.

Look, I should emphasize that this “Free Month” opportunity is available for a limited time only in 2009. (We reserve the right to “pull” this Special Offer at Midnight on the date stamped in Red on your Quick Start Form) So you’ll want to respond ASAP to get your tax or accounting business unleashing the power of this “old” marketing channel made brand new for the tax and accounting industry.

If you’re serious about MAXIMIZING your income in the offseason, while using just five minutes  of your time each week (to login and approve your emails!) thereby achieving the perfect balance between your business and your personal life, take the next step and join us today–before it’s too late!

Warmly,

Nate Hagerty

BuildaHerd Marketing Creator of The Email Marketing Revolution

PS–I almost forgot about the Guarantee! I’ve actually got two…

BuildaHerd’s Rock Solid Guarantee #1

You May Cancel Your Subscription At Any Time. No Questions Asked.

All Pending Orders Refunded. You Keep ALL Licenses and Bonuses.

As if that weren’t enough to make this a “Risk Free” proposition, here’s my conditional “results” guarantee…

BuildaHerd’s “Over The Top” Guarantee #2

More-Than-Your-Money-Back Guarantee

Invest in this tool for six months…

if you aren’t so ridiculously pleased by the response from your clients, with skyrocketed referrals and increased sales– we will refund your entire fees you paid to that point … plus $100.

What could be fairer than that? No other email system does it all for you, with direct-response effectiveness and backed up by that kind of guarantee.

I look forward to talking with you soon!

Join the “Revolution” now…before it’s too late!

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Email Marketing Revolution Benefits

Just a Few of Our Features

  • Seals Client Relationship for life
  • Create a personality for your business, and the owner
  • Easily “forward-able” to stimulate referrals, with
    intentional, frequent “prods”
  • Allows you to enter and engage with the
    conversation going on in the head of your
    prospect
  • Provides easy vehicle for firm announcements
  • Easy to set-up and use
  • Handles all CAN-SPAM Act Compliance issues
  • Utilizes the “Cadillac” of small business
    marketing InfusionSoft, all done for you
    (normally $5K to start and $299/month to use)
  • Allows you to cross-promote other services with
    ease and reliability
  • Gets your clients in the door earlier in the tax
    season to relieve operational headaches
  • Less than 5 minutes required per week to
    implement regular contact w/ most or all of
    your clients
  • Accurate and compelling information, actually
    applicable to the concerns of your clients
  • Puts a “fence” around your time by creating a
    vehicle through which to communicate timely
    information–and saves your office
    headaches from having to deal with
    panicked calls from clients
  • Works alongside other “tax tips”type e-letters as a
    supplement
  • You don’t have to go out and purchase “Constant
    Contact” or other programs, and then come up
    with good stuff on your own to send–oh, and
    manage the complexities of those programs
  • No technical work for you or your staff
  • Significantly increases client retention by keeping
    your name and message in front of them in
    a sustainable way
  • Puts you on the cutting edge of marketing to the
    young and affluent
  • Provides easy vehicle for joint venture offers online
  • Increases the value and effectiveness of marketing
    with other, complementary media by amplifying
    your voice and image
  • We (and thereby, you) always stay on the cutting
    edge of email, by constantly attending trainings
    that update on what’s next and new
  • Gives your clients a VERY easy way to respond to
    offers and request appointments
    , directly into
    your (or your assistant’s) inbox, immediately.

When You Include Premium Tools…

  • Captures prospect emails on your behalf to grow
    your list
  • Turns your existing (or new) website into a
    lead-capturing machine
  • Includes special Free Reports which you can
    have license to use
    in any additional fashion
  • Automatic follow-up with leads to get them to call,
    email or come in
  • Thanks your clients on your behalf to seal the
    relationship
  • Additional referral stimulus with thank you sequence
  • List-segmentation done on your behalf, so that you
    have even less technical work required.
    BuildaHerd Staff will help you send up to TWO
    emails per month for sales or announcement
    purposes
  • No need to create content,
    as it is completely pre-written
    on your behalf
    and personalized
    directly to your clients as well
  • Ability to add further
    personalization
    and content
    to make your messages
    even more personal and effective
  • Includes personal note, “real
    world”information and appropriately-timed
    offers
    on a weekly basis (or more)
  • Utilizes HTML/Text Multi-part MIME
    format to ensure readability
    and
    deliverability for any email reading
    software or mobile device
  • Automatic list and subscriber
    maintenance
  • Weekly emails can be sent at
    your specified time
    , or we
    schedule it for you
  • Personalization for each email
    subscriber
    , throughout email,
    to increase effectiveness and
    readability
  • CAN SPAM Act compliance on
    each message
  • Automatic “bounced” email
    management
    and remediation
  • Can be sent from any email
    address you designate
  • “Blacklist” avoidance done
    for you

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