Just a Few From Our Vault of HerdBuilder Marketing Success Stories!

One Of The Most Effective Client-Retention Tools I’ve Ever Used! And The Least Painful, and Most Cost Effective!

“The newsletter has proven to be one of the most effective client retention instruments I have ever used. Virtually all my clients brought in a discount coupon wihen they dropped off their taxes. My referrals were up 30%. I attribute this to the newsletter, as most had their coupon in hand when they arrived at my office.

I am no longer shy about getting addresses and adding people to the list. I figure if they don’t like it , they will tell me. No one has asked to be removed. Obviously not an obnoxious piece of mail. I put copies in the foyer that I share with other businesses. The copies always seem to disappear which is a good sign.

Since one is supposed to touch clients a minimum of once a month, I have found this to be the least painful, most cost effective way to maintain contact. I believe that it has helped me retain border line clients (those that I was sure were gone, but magically appeared on my doorstep the next year).”

- Judy Meyer, Judith E. Meyer, CPA (Ft Collins, CO)


Newsletter More Than Pays For Itself In A Matter Of Days!

“Nate, In just a few days of mailing, the newsletter paid for itself 3 times over.
Looks like I’m going to busy in the off season with a couple of new business setups
and training. I always knew I needed a newsletter but was too lazy to do it. I can’t
wait for next month!”
- Tim Veurink, The Tax Guy, Lockport, IL

No Confusing Tax Talk! Your Newsletter is Entertaining, Personal, And Generates Referrals!

“Nate, I want to thank you for the opportunity to put a fence of protection around
my herd. For several years I have thought about sending those professional letters
that only have confusing tax talk. Your newsletter is entertaining yet at the same
time letting my clients know I care about them. They call me and say keep those
newsletters coming while also referring their friends. Before long I’ll have to push
the fences out as the herd grows! Thanks Nate”

– Tom Tudisco, Tom’s Tax Express (Rochester, NY)


“I’d Have To Be Brain Dead Not To Take Advantage Of The Opportunities
This Newsletter Creates!”

“Nate, the newsletter is great! This has energized my staff and is creating a lot of
excitement among both the staff and my clients. I have had several calls just to tell
me how much they like the letter. Here is a sample of the response I have received:

“˜Wow, we really enjoyed your newsletter. It made us laugh, it made us think, it made
us wonder “What has he been drinking?” Fun stuff. I hope it brings you tons of new
business. -Kelli Levey’

I would have to be brain dead not to take advantage of the opportunities this is going
to create. Thank you so much for developing this tool.”

-Roy Bowman, Bowman Business & Tax Strategies (College Station, TX)

Nate’s Copy-Writing and Marketing Skills Helped Grow My Business Three-Fold


“Nate Hagerty has directly helped me grow my tax business three-fold with his copy-writing and marketing skills. Thanks to one of his live presentations, I was also able to avoid 7 significant pitfalls most business owners fall prey to. BUT the most awesome thing is that I am able to take what I learn from him and apply it to my PayDay lending business. Most people don’t realize what works in one business will work in other businesses!when I get to pick Nate Hagerty’s brain it’s like getting two for one!”

- Michael Gray, All American Check Cashing (Ridgeland, MS)


Newsletter Generated Increased Client Interaction Within Days

“Nate, your newsletter generated many phone calls and compliments from our clients in
just the few days after the first issue came out. I am already looking forward to the
next issue.”
- Steve Deifendeifer, Deifendeifer & Associates (Lima, OH)


This Newsletter Is The BEST Tool Yet! … I Think It Will Help To Double My Tax Business

“Nate, I was out of my office yesterday, the 19th, and when I got to the office today,
my receptionist said she received 7 phone calls on the trivia question. That’s great!
Some of the clients said they really liked the newsletter. This Newsletter is the BEST
tool yet, I think it will help to double my tax business over the next two tax seasons.
Thanks Nate!”
– Ray Whisenant, Whiz-Tax (Arab, AL)


This Newsletter Is Dynamite Stuff!””Provides Exciting Off-Season Sales Possibilies!

“Hey, Nate— This new newsletter is dynamite stuff–just what I needed. The selling
possibilities it affords during the off season and the bonding it provides with clients
and prospects are truly exciting.”- William Constance, Access Pro Tax (Hayward, CA )


Marketing That Gets Real Results: Nate Has Helped Me Expand My Businesses And Increase My Revenue Consistently

“Nate Hagerty helped me expand my businesses to two locations with an increase in revenue each of the last few years. I have always found him to be knowledgeable, professional, and sincere. I would recommend his services to any business owner who desires to establish a marketing plan that will get real results.”

- Steve Deifendeifer, Deifendeifer & Associates (Lima, OH)


Your Newsletter Converted A Prospect Into A Solid New Business Account Within Hours Of The First Mailing

“Nate, just wanted to let you know how fast good things work. I received my prospect copies of the first newsletter on Wednesday afternoon. Now, I had filled out my mailing list with some prospects I had been wanting to market to but never got around to and one of them called me that Wednesday evening. I will be doing his incorporation, Quickbooks setup and training tomorrow and handling all of his future quarterly and annual filings. Not bad I think. Can’t wait for next Month!”

- Tim Veurink, Tim the Tax Guy, Inc. (Lockport, IL)


steve-lomsdalen

Love The Newsletter!

“I love the newsletter and our clients do also. Thank you,”

- Steve Lomsdalen, Lomsdalen Wealth Management (Phoenix, AZ)


Making Exponentially More Money, While Working Less During Tax Season””Thanks To Nate’s Help!

“With Nate’s help, we have taken our business from a small, 1-person operation doing only $10,000 a year in revenue to now having 3 offices, 30 employees and over $200,000.00 in revenues. Not only has Nate helped us grow our business, he has helped us systemize our business so we can obtain quality employees and we can enjoy not working as much during the busy season as we once did.”

- Tony Mauro, Tax Doctor Inc. (Des Moines, IA)


The Newsletter Is Such A Great Way To Reach Out To Our Clients

“We have been using Herdbuilder since late 2007. Since then we have had more contact throughout the year with our current clients than before we used the newsletter. We get all kinds of feed back on how they love the contents and the trivia contests each month. They have used the coupons that were offered during the tax season and some that were offered off of tax season. We even used it to announce our move and our Open House, which was good because some of the clients had not opened their invitation. We are now using it to promote our 1st annual holiday party and the new service our office is offering, college planning. We love that we can use or change the contents in it each month. It is such a great way to reach out to our current clients.”

“I don’t mind speaking to anyone that has questions about it. You do a great job and have always worked with us. Thanks,”

- Sarah J. Owen-Rubio, Office Manager for Stellar Financial Services (San Jose, CA)


Impressed With Outstanding Service By The HerdBuilder Staff!

“Nate, I was very impressed with the quickness of response by your associates in answering questions and solving problems with the newsletter. I was so grateful. Outstanding service! Thanks,”
- Elaine Kraft, Tax Pro Associates (Warminster, PA)


Nate Is Trustworthy and Honorable!And Really Understands Business and Marketing ““ Any Business Is Lucky To Have Him On Their Side

“I have known Nate for over 5 years and I have spent a fair amount of time with him over the phone and in person.

I can definitely say that Nate is successful in anything he does in the business arena because he has “˜learned from the best’ and understands the nuances of business and marketing. Nate is always full of good ideas and is able to listen well and, thus, offer great insight to any situation.

From a personal point, Nate has always demonstrated the highest level of integrity and trust. I have spoken to many of the people he has helped and all of us trust him implicitly. He is an honorable person with high standards. I can’t emphasize the importance of that enough. Any business he deals with is lucky to have him on their side.

I would be happy to talk to anyone who has any questions about Nate. Please feel free to contact me.”

- Michael Gordon, Michael A. Gordon, CPA, LLC (Coos Bay, OR)


My Hat Is Off To You ““ Fantastic Job!

“You guys have done a fantastic job. My hat is off to you. This is wonderful and so
much fun…thanks again!” - James Oliver, J. C. and Associates (Cleveland, OH)


Office Phone Ringing Off The Hook!During Off-Season!

“Nate, I was going to e-mail you yesterday morning to ask when I should expect the
newsletter to make it to my clients’ mail boxes. Well, I got the answer later in the
day. My receptionist, who happens to be my daughter Melissa, called me on my cell phone
asking what the heck was going on! The office phone, which is normally quiet this time
of the year, was ringing constantly! Thanks,”

- Al Burgos, Burgos Income Tax, Inc. (Rochester, NY)


Thanks For The Good Work You And Your Staff Do!

“Thank you again for your prompt response to my emails and probably others. I know you are as busy as I am so I appreciate the communication!.Thanks for the good work you and your staff do.”

- Martha Echols, Hancock & Echols, PC (Birmingham, AL)


Nate Hagerty Is A True Marketing Guru!He Grew My Business, And Can Grow Any Business ““Work With Nate!

“Being a marketing guy myself from years of studying, implementing and always learning, I can honestly say Nate Hagerty is a true marketing guru. I have observed his work as he directed the Marketing for PRO-TAX — and from personal experience, I know that what he did (juggling all the campaigns and different marketing steps) is not easy! Nate Hagerty can grow any business. It works for any business. And for mine, it worked to the tune of growing my business from 9 locations, now to 23 legal, tax and accounting offices in the New Jersey area. Work with Nate.”

- Ceasar Malqui, Malqui Financial Center (Paterson, NJ)


A Core Marketing Tool ““ We Have Been Very Pleased With The Results

“Since we started with the Rancher Letter, we have been very pleased with the results. Mainly, the result that a newsletter goes out every month, whether or not we have the time to make it happen. But when we do want to get specific content to our clients, it’s so easy to fit it in the newsletter format. Actually, lately there has been less temptation to want to change content, because of the quality of the content provided. The only content changes we’ll be making are for issues specific to our company – like promoting our services other than the tax services. We have been active in college planning, business consulting and incorporation activities as well, and the newsletter gives us a great platform to cross sell these services to our tax-only clients.

We now have regular calls coming in because of the newsletter (who would have thought that so many folks would want to answer trivia questions?) and would have to say that it will remain as a core marketing tool for us. And there is no way that I could duplicate the results on my own for the same cost.”

- Bill Perlette, ITS of Riverside County, Inc. (Murrieta, CA)


“˜This Is A Good Advertisement’ ““Good Job, Nate!

“Nate, Here is an email I got from a client after receiving the newsletter. Good job Nate!

“˜Hey Gerard, I think the news letter is just great, especially reading the 13 facts about you. Quite a guy and finally someone who can make the IRS back up and whimper. Just want you to know this is a good advertisement. See you soon. ““Jim’“

- Gerard Cannito, Gerard F. Cannito, CPA PA (Denver, NC)

The Newsletter Is Quite A Success!Just What We All Want

“The newsletter is quite a success in my little corner of the world. Several great
comments, but the most telling was “˜it was not done on throw away paper. I was
compelled to open it.’ Just what we all want with our mail. Great work!!!!” - Judy Meyer, Judith E. Meyer, CPA (Ft Collins, CO)


Nate, Your Advice Is Taking Businesses To The Ultimate

“What a great job you did of enlightening us on better methods of improving our business by working fewer hours. The information you shared with us is very informative and will be of major assistance to us as we rearrange our office procedures.

!God bless you as you continue to share with others these good concepts of taking their business to the ultimate.”

- John & Anita Baker, Acts Tax Service (Midwest City, OK)


“˜Your Newsletter Is Awesome!’

“Nate, here’s a comment from one of my clients:

“˜Billy, your newsletter is awesome. I’m passing it around in our weekly Read-N-Pass at our office. I’m curious, did you write that or is that from a 3rd party? Because it’s great! -Brant’”

“I am really impressed with the content of the information contained in the newsletter. It is both entertaining and informing!.Keep up the good work.”

- Billy Barton, Barton’s Tax & Accounting Service (Clayton, NC)


The Newsletter Is GREAT ““ Rave Reviews From Our Clients!

“I think the newsletter is GREAT! We have been getting raving reviews from our clients
who say they enjoy reading the newsletter, as the information contained in them has been
“real food for thought” and “down to earth”, likewise they look forward to the next
months issue, especially the trivia question(s).”
– Fred Johnson, Johnson, Johnson & Associates, Inc. (Lansdowney, PA)


You’re In Good Hands With Nate!…He’s Honest and Trustworthy, And Has Great Talent For Understanding Business

“Nate possesses great energy and vision for whatever he does. In my interactions with him, I have found him to be capable, flexible, and trustworthy. He is a man of honesty and integrity who has a great talent for understanding business and great heart for helping people. You are in good hands with Nate!”

- Bill Finley,
Pastor, Evergreen Community Church (Charlottesville, VA)


Very Positive Responses From Our Clients ““ Keep Up The Good Work

“I have received very positive responses from our 1040 clients regarding the monthly newsletter. They are extremely happy to call and answer the Trivia questions just to see if they have the right answer, even if they didn’t win. Winning is a plus. Also all the great cartoons hit home as well as the tax advice monthly. Keep up the good work.”

- Rita M. Weiss, Operations Mgr for Daniel P. Vigilante, CPA (Denville, NJ)


Smashing Newsletter!

“Several people have commented on the cute, smashing newsletter”
– William Constance, Access Pro Tax (Hayward, CA)


Nate’s Business Expertise Is Unbelievably Valuable

“Nate’s coaching is unbelievably valuable to help me grow a new business or reinventing an established business. Nate has a diversified group of individuals, in a broad array of businesses. He helps them to develop a specific set of goals for their business and a group member also receives suggestions from other group members. He brings his expertise to filter the suggestions to make sure that they can actually be made workable.”

- Dave Cunningham, Cunningham Photography (Charlottesville, VA)


Clients Read Wealthy And Wise Newsletter Every Month””And Enjoy It!

“By all means ““ use our client’s testimonial if you’d like:

“˜We enjoy reading “The Tri-State Family Wealthy and Wise Newsletter”, every month –its very news worthy. We also appreciate the good tax tips. I like Trivia Challenges every once in a while. Some are harder than others but last month’s was right in my ball park! AND, I won! Sharon and I will enjoy lunch at Green Mill. Thanks! -Ed Parkin (Hastings, MN)’“

- Dave & Jolinda Schreiber, Tri-State Tax & Accounting, and Refunds USA (Albert Lea, MN)


Great Job ““ My Associates Are VERY Impressed

“Thank you for such a great meeting with your team. I took my friend out for coffee afterwards and she was VERY impressed. I was able to tell her a lot of good things about working with you. I haven’t had a chance to speak to the other friend that I brought to the meeting, but I think that she was lapping it up, too.

Great job today. I especially liked the referral part. A strong referral is such a wonderful way to grow my business.”

- Andrea Saathoff, Independent Beauty Consultant for Mary Kay Inc. (Charlottesville, VA)


Nate’s Marketing Expertise, And His Authentic Care For Business Owners’ Success, Are Incredible and Rare

“Nate was incredible! His commitment to helping others succeed was wonderful to watch. The mastermind discussion proved very helpful. With both his genuine care for people, coupled with his expertise in marketing, he will help take many businesses to their next level of influence. His authentic care for people and their life work is rare in today’s culture. It was fun seeing him in his element””Nate Hagerty’s success is linked to his character in caring genuinely for others’ success.”

- Mara Martin, New Dominion Consulting (Charlottesville, VA)


Nate Changed The Way I Understood Marketing””And The Results Speak For Themselves; His Results-Oriented Marketing Is Life-Changing!

“My wife and I purchased Cabin Creekwood in 1995, and expanded it from five resort cabins to nine. We did the typical marketing thing, such as trade shows, memberships in travel associations, advertising in travel publications, etc. We gradually saw increase in our business, but then hit a plateau for a couple of years, after which we began to see decline. After three consecutive years of decline in our occupancy, I knew that something had to change. After all, doing what we had been doing was no longer working.

I saw an ad for an October 2006 marketing seminar at our local chamber of commerce. Not knowing what else to do, I signed up, little knowing that this one event would be life-changing. The seminar speaker was Nate Hagerty. The things I learned at that seminar changed the way that I understood marketing. After working with Nate, I set out to write my first direct response piece, and sent it to a targeted mailing list that we rented.

!The results speak for themselves. For April, we saw our occupancy go from a ten-year average of 52% to a whopping 75%, higher for that month than all of our previous history! That is a 44% increase! Our May also increased 26%, from a ten-year average of 49% to 62%! Thanks, Nate, for introducing me to such results-oriented marketing.”

- Stan Horst, Cabin Creekwood (www.cabincreekwood.com) (Lyndhurst, VA)


Excellent, Capable, and Extremely Competent””I Heartily Recommend Nate!

“I have had the pleasure to know and work with Nate Hagerty for a couple of years. I have found him to be an extremely competent and capable individual who excels at everything he does. I heartily recommend him.”

- Ernest Sharp, Ernest P. Sharp, II CPA (Ashland, KY)