Tax Prep Firm Increases Bookings by 50% With Targeted Postcard Featuring Credit Message
This financial firm wanted to reach taxpayers who were unsure how to maximize their deductions or credits . Their goal was to increase consultations, especially around clients who might qualify for special tax…
The Challenge
This financial firm wanted to reach taxpayers who were unsure how to maximize their deductions or credits. Their goal was to increase consultations, especially around clients who might qualify for special tax credits, with an emphasis on professional, proactive prep.
The Strategy
They mailed 4,400 postcards using the message “Maximize Your Deductions with Professional Tax Prep!”. A standout callout, “YOU MAY GET A TAX CREDIT!”, was used to spark curiosity. A free financial analysis was offered, along with a QR code for quick contact. OMNI REACH helped them target income brackets and family types that aligned with EITC, Child Tax, and Schedule C returns. Facebook and Google ads reinforced their credibility with positive language and a modern brand look.
The Results
The campaign produced 39 responses — 31 calls and 8 QR code scans. The firm booked 29 new returns, generating $14,800 in revenue. Their digital campaign generated 14,000+ ad displays and over 225 clicks to the booking page.
$14,800 Total Revenue 722% Return on InvestmentDigital Ad Network Performance
| Platform | Ad Displays | Clicks |
|---|---|---|
| 7,800 | 117 | |
| 6,200 | 108 |
Key Takeaways
Messaging focused on credits and deductions successfully engaged tax procrastinators
The QR code made contacting effortless for mobile users
OMNI REACH allowed smart targeting of the right filers with qualifying needs
Revenue was higher than last year’s campaign, with a 25% increase in return volume
Customer Reviews
“This was the most successful postcard we’ve done. The credit message sparked a lot of new interest from families.”— Patrice, Owner
“We used OMNI’s targeting to find people likely eligible for credits. That boosted the quality of the leads. Well worth it.”— Robert, Marketing Director
“I was nervous about my taxes, but this card made it sound like I might get money back. The call was quick and really helpful.”— John, Client