Leaderboard · Local services
Law firms & accountants
Marketing plays for law firms & accountants, ranked by votes.
Photo: Sora Shimazaki
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1
Tax deadline reminder email sent six weeks before the filing date
Six weeks before the annual filing deadline, email clients from the prior year reminding them of the date, listing the documents you'll need from them, and offering a link to book a preparation appointment. Send a second, shorter reminder two weeks before the deadline to anyone who hasn't responded.
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2
Plain-language email explaining one estate planning document each month
Once a month, send clients and past clients a short email explaining one document, such as a will or a power of attorney, in plain language, describing what it generally covers without giving advice about their specific situation. Include a line inviting them to schedule a consultation if they have questions.
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3
Referral partner lunch with a financial advisor once a quarter
Once a quarter, invite a financial advisor, insurance agent, or other professional whose clients often need your services to lunch, and use the conversation to agree on how you'll refer clients to each other, such as a standard introduction email template. Follow up in writing to confirm what you discussed.
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4
New business formation checklist offered as a free download on your site
Create a one-page checklist covering the general steps of forming a business entity, such as choosing a structure and registering with the state, and offer it as a free download on your website in exchange for an email address. Follow up with anyone who downloads it within a few days by email.
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5
Client check-in email at the one-year anniversary of a closed matter
Track the closing date of each matter, and one year later, send the client a brief email checking in, asking whether anything has changed in their situation, such as a new hire, a property purchase, or a family change, that might call for a follow-up conversation.
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6
Google Business Profile post explaining a filing requirement in plain terms
Once a month, post to your Google Business Profile explaining a general filing requirement or deadline relevant to your practice area, such as quarterly estimated tax payments, in plain language without addressing anyone's specific situation. Include your office hours and a scheduling link.
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7
Local business association event booth with a free document review offer
Sign up for a booth at a local chamber of commerce or small business association event and offer attendees a short general review of one document they bring, such as a lease or an employment agreement, with clear signage that it's a general review, not legal advice.
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8
Year-end email listing specific deadlines for the coming tax year
In the first week of December, send clients an email listing the specific deadlines they'll face in the coming year, such as estimated payment dates and any filing changes you're aware of, formatted as a simple calendar they can save. Invite them to schedule a planning session before year end.
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9
Referral thank-you note sent when a client sends someone new
When a new client mentions they were referred by an existing client, send that existing client a short handwritten thank-you note within a week acknowledging the referral by name. Check your state bar or professional association rules before offering any fee or discount tied to the referral.
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10
LinkedIn post summarizing one regulatory change in plain language
When a regulatory or tax law change affects your typical client, write a short LinkedIn post explaining what changed and who it generally affects, in plain language and without addressing individual circumstances. Include a line inviting readers to reach out if they want to discuss how it might apply to them.
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