InnovaGenerating 560 Tax Appointments Through Customer Reactivation
How InnovaGrow helped Diamond Eagle Taxes reconnect with previous customers, rebuild trust, and generate approximately 560 tax preparation appointments across two tax seasons through personalized outbound calling.
Diamond Eagle Taxes
Diamond Eagle Taxes provides tax preparation services to individuals, offering in-person, drop-off, and virtual filing options.
The company wanted to reconnect with previous customers and bring back individuals who had not filed with them during the previous tax season. To support this effort, InnovaGrow managed targeted outbound calling campaigns using contact lists provided by Diamond Eagle Taxes.
Diamond Eagle Taxes had an existing database of previous customers and non-returning clients, but many of these individuals had not been contacted consistently. Some had moved to other tax preparation providers, others had concerns about previous experiences, and some simply had not returned to file.
Without a dedicated outbound calling team, the company had limited capacity to systematically follow up with these contacts and convert them into new appointments.
The calling strategy focused on personalized conversations rather than simply promoting tax preparation services. Agents introduced updated customer benefits, addressed concerns about previous experiences, and highlighted incentives to encourage prospects to return.
Two Segments, Personalized Conversations
InnovaGrow organized the campaign around two customer segments, focusing on personalized conversations rather than generic promotion.
Non-Returning Customers
Individuals who had not filed with Diamond Eagle Taxes during the previous tax season.
Returning Customers
Individuals who had filed with the company previously.
Giving Prospects Real Reasons to Return
Agents highlighted a range of incentives to encourage prospects to file with Diamond Eagle Taxes again.
Three Ways to Schedule & File
The team made appointment scheduling convenient by offering three filing options. Prospects could book directly through the company's appointment portal or arrange a suitable time with an agent.
560 Appointments Across Two Tax Seasons
Recovering Lost Opportunities Through Consistent Outreach
Through consistent outbound outreach, InnovaGrow helped Diamond Eagle Taxes reconnect with its existing customer base and recover opportunities among individuals who had not returned in previous years.
The segmented approach allowed agents to address the different reasons customers might return or choose another provider, while the updated offers gave prospects additional reasons to consider filing with Diamond Eagle Taxes again.
Diamond Eagle Taxes already had access to a substantial database of previous customers and prospects. The missing piece was a dedicated team to consistently engage those contacts and turn conversations into appointments.
Diamond Eagle Taxes Snapshot
Have a Customer Database
That's Sitting Untapped?
If you have previous customers and prospects who haven't been contacted consistently, InnovaGrow can build a dedicated outbound operation to re-engage them, rebuild trust, and turn those contacts into appointments, just like we did for Diamond Eagle Taxes.