Dear Joy,
Thank you for your e mail and your story.
I am a tax preparer and mortgage loan officer. I work closely with a real estate agent who is my best friend.
What could you recommend as far as us doing a joint mailing campaign? He would get the sale end and I would do the mortgage loan.
I also know that I want to build my tax practice but it is July and no one is really thinking about their taxes. When would you recommend I start a mailer for this ?
Thanks,
Pat
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Dear Pat,
Thank you for your e-mail and I apologize for taking so long to get back to you. I just got back in town.
During tax off season it’s a great time to promote your Bookkeeping/QuickBooks services to obtain new customers. Also it’s a great idea to go in with your real estate friend on a promotion because you would both benefit from it. We have many successful campaigns running in the Mortgage/Real estate industry right now and your Marketing Consultant, Ashlie Juric, is able to discuss this with you further and determine what would work best for you. I’ve cc’ed her on this e-mail so you will hear from her soon.
Let me know how it goes!
Sincerely,
Joy
