Using Client Surveys to Get Back "Lost" Clients.

It can be an awkward situation for both client and professional when an appointment or even tax year is missed. We have been marketing our “Missed You Last Year” brochure for many years with huge success. Whether you use our printed version or create your own, the process opens the door to a conversation that might not take place without any correspondence. The reasons for a missed appointment are many, from health, marriage, or moving to dissatisfaction with services.

Client Retention Is Job #1. 

A “Missed You Last Year” survey helps former clients overcome their embarrassment about letting you know why they did not continue with your services and accomplishes two other goals as well: 1) It opens the door for clients to become reacquainted with your firm; and 2) It provides you with a valuable critique of your business operation to let you know where improvement is needed. It also provides an effective way to check up on employees who may be raiding your business.

If you are developing your own online survey, we recommend This approach has successfully worked for CPAs, Tax Preparers, Enrolled Agents and Tax Accountants nationwide.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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