Keep your pipeline warm before January
A six-week pre-season campaign that books appointments without posting every day.
The preparers who are booked solid in February started marketing in November. You don’t need daily content. You need a short, consistent campaign aimed at the people who already know you.
The six-week plan
| Week | Social | |
|---|---|---|
| 1 (mid-Nov) | “What’s changing for your 2026 return” | 1 post: tips/overtime explainer |
| 2 | Year-end moves (retirement, charitable, estimated tax) | 1 post: deadline reminder |
| 3 | Holiday thank-you, no pitch | 1 post: behind the scenes |
| 4 (early Jan) | Booking opens + early-bird pricing | 2 posts: booking link |
| 5 | “What to bring” checklist | 1 post: document list |
| 6 | Last call for early-bird | 1 post: testimonial |
That’s six emails and seven posts in six weeks, about two hours a week.
The numbers to expect
With a list of 400 past clients and contacts, a 40% open rate and 8% booking from the opens works out to about 13 early bookings per email. Over the three booking emails, that’s roughly 35–40 appointments on the calendar before February.
Stay compliant
- Under Section 7216, you may use client information to offer tax return preparation to existing clients. Marketing other services needs signed consent.
- Include an unsubscribe link and your physical address (CAN-SPAM).
- Get written consent before marketing by text message.
Export last season’s client list, clean it and draft email #1.
This article is general information for tax professionals, current as of October 2026. It is not legal advice. Confirm figures against current IRS guidance before you rely on them.
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