Retention Financial services
Tax service reactivates 67 dormant clients via email newsletter
A targeted seasonal email sequence reactivated 67 lapsed clients during peak tax season, without a single manual phone call.
The actual campaign asset we sent to Rideshare Tax Consultants's database.
Headline result
67
Dormant clients reactivated
Client
Rideshare Tax Consultants
Financial services
Engagement
2025
3 services delivered
The challenge
A specialist rideshare tax firm was losing returning customers to generic tax preparers. Their team didn't have capacity to manually contact hundreds of inactive clients before tax season.
Our approach
- Segmented the client database to surface dormant rideshare drivers specifically.
- Wrote messaging that spoke directly to rideshare tax concerns and deadlines.
- Leaned on the firm's specialist knowledge of rideshare deductions to differentiate.
- Timed the automated email campaign to land right as tax season pressure built.
The results
- 67 dormant clients reactivated through systematic outreach
- Zero manual outreach load on the team during their busy season
- Appointment bookings driven by urgency, not staff time
"Mitch gave us real clarity on what to focus on and what to fix. It's given us the confidence to grow properly."
Vincent Fredrickson, Owner, Rideshare Consultants