Tax Season Sale

Tax Season Sale Training Module 

 

Tax Season Special Promotions: March & April

Objective: To capitalize on tax return season by driving pre-paid membership sales through limited-time, discounted promotions.

Rationale: March and April present a significant opportunity to increase membership enrollment as individuals typically receive their tax refunds. By implementing strategic discounts and creating a sense of urgency, we can effectively leverage this period.

Promotion Structure:

  • Duration: Two distinct promotional periods:
    • March 1st – March 31st
    • April 1st – April 30th
  • Discount: 15-35% off standard program pricing, with an additional 5% discount applied to all programs during the Tax Season Sale, regardless of existing discounts.
  • Scarcity Strategy: To maximize impact, the team may be informed of each month’s promotion at its commencement, mirroring the customer experience and fostering a sense of urgency.

Implementation Procedures:

  1. Program Discounting:

    • Calculate the total discount by adding the 5% Tax Season discount to any existing program discounts.
    • Ensure accurate pricing is reflected across all sales materials.
  2. Sales Presentation Materials:

    • Update presentation slides with the following:
      • Strikethrough the standard discounted price.
      • Display the new Tax Season Sale price prominently below, using a distinct color.
      • Clearly indicate the sale’s end date to create a sense of urgency.
  3. Targeted Marketing:

    • Promote the Tax Season Special to:
      • Past consultation leads who did not enroll.
      • Current membership renewals.
      • Former members.
      • Individuals currently in sales consultations.
      • Conduct email marketing campaigns targeting current members, former members, and prospects.
      • Distribute physical flyers.
  4. Team Communication & Engagement:

    • Instructors should actively promote the special:
      • Announce the promotion before and after classes.
      • Conduct follow-up calls with potential members.
      • Proactively pursue renewals and upgrades.
  5. Calendar Management:

    • Set calendar reminders to:
      • Update the promotion dates from March to April on March 31st.
      • Remove the special pricing from all materials on April 30th.
  6. Instructor Payment Processing:

    • Instructors must manually input the Paid-In-Full (PIF) amount during the sales transaction.
    • Record a detailed note in the “Quick Actions” section, specifying the “Tax Season Special” and the corresponding discount rate.
    • After the promotion ends, ensure all subsequent program purchases are processed at the current standard pricing.

Note: This structured approach ensures consistency, accuracy, and effective execution of the Tax Season Special promotions.