90-Day Marketing Plan
Channel choices, offers, weekly actions, and metrics.
All tracks
05
Marketing
Attract clients, keep them coming back, and turn reviews into revenue.
6 lessons ~120 min 2 downloads
Track progress
0%0 of 6 lessons complete · knowledge check not taken
What you'll walk away with
You have a written client acquisition plan with offers, channels, and a follow-up sequence.
Module outline
Check off each lesson as you complete it. Progress saves automatically on this device.
- 24 min
Where your first hundred clients actually come from.
- Defining your ideal client
- Warm network activation
- Local partnerships and community presence
- Paid vs. organic tradeoffs
- Tracking lead source on every intake
Action item — Pick two channels and commit to them for 90 days.
- 22 min
Posting with a purpose instead of posting for likes.
- Choosing one primary platform
- Content pillars: educate, prove, invite
- A simple weekly posting rhythm
- Turning comments into conversations
- What not to post as a tax professional
Action item — Fill in a two-week content calendar using the planner.
- 18 min
Making it easy and rewarding for clients to send people.
- Designing a compliant referral offer
- When to ask during the client journey
- Tracking referral credit
- Thanking and re-activating referrers
Action item — Write your referral offer in one sentence.
- 20 min
Keeping clients across seasons instead of rebuying them.
- Off-season touchpoints
- Year-round service ideas
- Retention metrics to watch
- Win-back outreach for lapsed clients
Action item — Schedule three off-season touchpoints on your calendar.
- 14 min
Turning happy clients into public proof.
- The right moment to ask
- Making the ask simple
- Responding to reviews — good and bad
- Using reviews in your marketing
Action item — Write your review request message.
- 21 min
Owned channels that reach clients without an algorithm.
- Consent and opt-in basics
- List segmentation
- Season kickoff and reminder sequences
- Frequency and unsubscribe hygiene
Action item — Draft your season kickoff email.
Downloadable resources
Working files for this track. Educational resources only — not tax, legal, or financial advice.
Content Calendar Planner
A two-week posting grid built on three content pillars.
Knowledge check
Marketing quiz
Answer all 3 questions. Score 70% or higher to mark this track's check complete.
1. The most reliable early source of tax clients is usually:
2. Why track lead source on every intake?
3. Before sending marketing texts to clients you need: