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The Situation

The owners of Mehaffey Financial Service needed an effective accountant marketing campaign to generate new clients for the 2018 tax season. They contacted us to mail postcards and run coordinated Google and Facebook ads using our Everywhere Small Business product.

The Solution

We designed a tax marketing postcard — plus, matching Google and Facebook ads — that showed prospects that doing business with Mehaffey Finance Service would mean money in their pockets.

Here’s why their design worked:

  • The large, yellow $30-off special offer instantly jumps out at recipients.
  • Prospects can’t help but notice the bright red header promising a faster tax refund via a cash advance.
  • The personable 5-star review creates instant trust and credibility.

We mailed Mehaffey’s tax advertising postcards 3 months in a row to a list of 6,000 residents who lived near their office. At the same time, we ran their Google and Facebook ads using Everywhere Small Business to ensure their prospects saw their accountant marketing message virtually everywhere.

Mailing List: Mailed to residents living in 2 specific zip codes near their office.

The Results

50 responses and 30 NEW clients!

After 18,000 accountant marketing postcards were mailed — in addition to the Everywhere Small Business online ads — Mehaffey received these results:

  • 52 prospect calls
  • Google and Facebook ads shown 200,460 times
  • 47 clicks to their website
  • And 30 new clients so far!

The owners immediately generated $4,250 from this Everywhere Small Business campaign. However, since their client retention rate is 90%, their overall projected return on this campaign is $7,975, since clients often book follow-up financial appointments. Anyone who refers a friend or family member will receive $10 off their next service for each referral, so just another reason to choose Mehaffey Financial Service!

Interested in doing a similar campaign for your business? Call us and we will get you connected with a marketing consultant who has experience creating campaigns for other financial services using proven accountant marketing!