July 2, 2020  
 
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Mailing Lists for Tax Planning Services

Good leads are a prerequisite to succeeding in sales. Here's how to make tax planning service business lead lists pay off for your business.

Be aware that tax planning services are diverse operations with unique needs and circumstances.
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Nowadays, tax planning services expect vendors to locate them. Fortunately, good lead lists can enable access to the industry's most attractive sales prospects.

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Acquire a tax planning service prospecting database.
 

Collaborative Uses for Mailing Lists

If you limit the use of tax planning service lead lists to direct mail and cold calling, you're handicapping the return on your investment. A good lead list can serve as a collaborative resource for sales, marketing and other business divisions. For example, after you have acquired a lead list that has been filtered by area code, your marketing division could test a handful of marketing concepts in each area. If the marketing division's efforts are coordinated with the sales division, you could then determine which marketing concepts have the highest conversion rates in each area before launching a full-scale, one-size-fits-all campaign.

Reasons to Buy Lead Lists

Isn't it possible to create your own lead lists without paying an outside provider? Sure -- but in-house lead generation is usually much less efficient than purchasing leads from a third-party specialist.

You'll get higher ROI from good list providers because they have access to larger and more current databases. The bottom line is that lead lists improve the speed and effectiveness of the selling process.

Making the Most of Your Lead List Vendor's Capabilities

In today's business environment, relationships are the foundation of commerce. Your relationship with your lead list provider is no different than any other business relationship. By nurturing a relationship with a proven vendor, you gain the peace of mind that comes with knowing that your lists include highly accurate tax planning service contacts.

Our business partners consistently have good things to say about Experian. Experian has a proven reputation for delivering high converting leads across a range of industries. Even more, their tax planning service leads can be manipulated to target your specific geographic and demographic (size of company, number of employees, years in business, etc.) sales goals.

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How are you going about building your tax planning service lead database? We always welcome feedback and we're eager to hear about new ways to sell to tax planning services.


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Are You Currently Running a Tax Planning Service?

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