Tax School

Kick-Off
Get theTraining
Word
Out
Session 2

Tax School Kick-Off Training

on
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Tax Session 3
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e
Filling Classes
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Suc

a Session 2
o
t
h
Getting the Word Converting
Pat

- Recruiting and

ur

Session
Yo 1 The
Right Start
Planning, Staffing,
Training, and
Building Curriculum

Out Marketing,
Generating
Leads, and
Entering Leads
into Employee
Education

Leads into
Students

Session 4
Sharing
Knowledge
Delivering
Content

Session 5
Building
Careers
Communicating
Employment
Opportunities,
Evaluating
Student
Performance &
Student to
Employee
Hiring Process

Objectives
By the end of this session, youll know how to:
Use last years performance to
help you plan for this year
Tailor your marketing efforts to
your Tax School curricula
Use the available marketing
messages, methods, and
materials
Build and implement a marketing
plan
Track and evaluate the success of
your marketing efforts
Manage leads in Employee
Education, including entering new
leads, editing existing leads, and
deleting duplicate leads

Operate Your
Tax School
Business Center
Whats New
Tax School - By Task and
By Role
Tax School Tools
eServices for Tax School
Tax School Reports
JH Learning Center Links
Tax School A - Z

Description of the task

Detailed explanation of the task

Links to tools

Comprehensive tool listing and

links the Learning Center

Set Tax Season and Tax School Goals with the

Determining Preparer Needs Worksheet

Budgeting
Create a budget that will allow you to
recruit the necessary number of tax
preparers to meet or exceed your
goals for tax return growth.
Staff
Marketing Materials & Signage
Placement

Staff
Identify, Hire, and Train the RIGHT:
Tax School Recruiter
Tax School Coordinator
Marketing Specialist

Research
Analyze past years Tax School marketing, e.g.
conversion rates, successes, failures, trends.
Review demographics, years of experience, etc. of your
tax preparers Where did you find your best preparers?
Create a profile of your target audience
Identify special considerations:

New Office
Moved Office
Short Staffed Office
Daytime/Evening/Weekend Preparer Needs
Experienced vs. New Ratio of Preparers

Reports
The Tax School Dashboard
The Employee Education Marketing
Report
The Mail Campaign Effectiveness Report

Tax School Dashboard

Employee Education Marketing Report

Mail Campaign Effectiveness

Employee Education Contact

Information Report
Create
Mailers
Create Labels
Filters:
Date
Type
Interested
Reason
ProFiler Y/N

Tax School

Your Marketing Message

Your marketing message
should reflect not just
your Tax School and
your organization, but
what means the most to
prospects.
Earn extra money has
been proven to be one of
the key drivers to tax
school leads.
Know your audience and
plan to market
accordingly.

Reaching Your Audience

Use every available avenue to reach prospects:
The Internet
Local newspapers
Businesses
Schools, colleges, trade schools
Churches
Social Clubs
Daycare
Senior Centers / Housing
Word of mouth

Your Tax School Curriculum

Basic Income Tax Course
Traditional Classroom
Computerized or Online Classroom
Online

Basic Modules
Online/Traditional

Intermediate Modules
Online/Traditional

Advanced Modules
Online/Traditional

Other Considerations

Dates
Times
Locations
Additional Office Space Considerations
Preseason Products
Labs

What Marketing Materials

Are Available?

Marketing Materials Overview

JacksonHewitt.com
TaxSchool.com
Tax School Ad Kit
Marketing Collateral Viewer
Tax School Order Form - Pre-printed &
print-on-demand materials from RR
Donnelley
Free Information Seminar Tool Kit

Tax School.com

Tax School Ad Kit

Tax School Marketing

Collateral Viewer
- Overview of your tax school marketing
resources.

Flyers

Postcards

Brochures

Display Ads

Banners

Real Estate Signs

Posters

Recruitment Posters

Recruiting Bilingual Preparers

Tax School Order Form

Use this form or order
online by clicking RR
Donnelley in the Tax
School A-Z list on the
Operate Your Tax School
Business Center.

Free Information Seminar

Provides Tax School prospects with a
taste of tax school, presents a tax topic,
showcases courses.
Goals:
Impress leads with what you have to offer
Reinforce marketing message
Enroll qualified leads in Tax School

Location Settings

Building and Implementing

Your Marketing Plan

Finalize Plan & Calendar

Confirm logistics and costs and negotiate
best deals for advertising
Cross check your tax school marketing
plan and calendar with key players within
your organization, such as your Tax
School coordinator and marketing
specialist

Calendar
APRIL / MAY
-

Analyze current Tax School marketing plan

Begin planning / review business goals
Replace tax season signage with Tax School signage
Hold a Kick-Off meeting

JUNE
- Confirm Tax School classes, formats, locations
- Finalize / present Tax School marketing plan, and
calendar

Calendar

JULY/AUGUST

SEPTEMBER - DECEMBER

Finalize costs & budget

Implement marketing and media buys

Track effectiveness (ongoing)

JANUARY - APRIL

Have a great tax season!

Tracking Effectiveness
Local Promotion Management eService
Tracks results of individual newspaper, radio and TV
advertising and direct mail
Local Promotion Management User Guide for more
information and instructions

Reports
Employee Education Marketing Report
Employee Education Contact Information Report
Tax School Dashboard

Employee Education
Marketing Report

Employee Education Contact

Information Report
Create
Mailers
Create Labels
Filters:
Date
Type
Interested
Reason
ProFiler Y/N

Tax School Dashboard

Managing Leads
in Employee Education
Entering New Leads
Updating Existing Leads
Deleting Duplicate Leads

Tax School Registration Form

Entering New Leads

Duplicate Lead Prompt

Updating Existing Leads

Removing Duplicate Leads

Select Remove Leads from the Utility Menu

Removing Duplicate Leads - Bulk

Select Remove Leads from the Utility Menu

Summary
Weve covered how to:
Use last years performance to help you plan for this year
Tailor your marketing efforts to your Tax School curricula
Use the available marketing messages, methods, and
materials
Build and implement a marketing plan
Track and evaluate the success of your marketing efforts
Manage leads in Employee Education, including entering
new leads, editing existing leads, and deleting duplicate
leads

Dont miss the live Q&A

session:
(Date)
Taxschool@jtax.com