Customer database management is extremely important in any business and especially in the tax world because repeat business is critical to success. In this module we'll discuss Customer Relationship Management (CRM) and the first part of email marketing. Building a relationship with your customers is extremely important - you don't just want to contact them once a year and ask for their business. By using simple strategies and software outlined in this module we'll show you how you can regularly communicate with your customers and build a lasting relationship. We'll also discuss email marketing strategies that will provide your customers useful content and keep them engaged all year so you can make sure they customers again and again.

In this module we'll discuss simple and cost effective ways to create content with E-books, blogging and podcasts. Constantly publishing relevant content is how you engage with your audience. This will also go hand in hand with creating leads for your marketing funnel. The good news is that you can quickly and easily create this content and we'll show you how.

Now that you have all pieces it is time to put it all together and build your marketing plan. In this module we'll discuss and summarize the various strategies discussed in previous modules and how to bring them all together and form your marketing plan. Your marketing plan should be treated as a living entity. It is a constant process of refinement and trial and error. Update your plan regularly, refer to it regularly. Your marketing plan is a money machine - it is just a matter of keeping it well oiled and running efficiently.