Does TaxProMarketer provide lead scheduling options?
When a lead fills out your lead capture form, they are sent a series of follow-up emails introducing and warming them up to you with informative content. They will be provided with a variety of ways to contact your firm, including any lead scheduling links you provide TaxProMarketer with for your online marketing presence.
If your firm is looking for a lead scheduling system, you're already equipped with one! Our ClientStack Calendar is built right into your service at no additional charge. It integrates seamlessly with your workflow and is designed specifically with tax and accounting professionals in mind.
To help you make the most of this tool, we’d be happy to schedule a walkthrough with our ClientStack Specialist. They can guide you through your calendar setup and show you how to use it effectively to schedule and manage client appointments.
Let us know if you'd like to set up that walkthrough—we’re here to help!