InnovaReactivating a Tax Office's Customer Base to Generate 200+ Appointments
How InnovaGrow built a dedicated outbound calling operation that turned Flatlands Avenue Tax Plus's inactive customer database into a consistent pipeline of tax preparation appointments in Brooklyn, New York.
Flatlands Avenue Tax Plus
A tax preparation office in Brooklyn, New York, serving individuals who need assistance filing their annual taxes and maximizing their refunds.
Before working with InnovaGrow, the office lacked a dedicated outbound calling operation to consistently follow up with previous customers and prospects. As a result, many potential filing opportunities were being missed, particularly among individuals who had previously shown interest or used the office's services.
The company needed a reliable way to reconnect with these individuals, bring them back into the office, and convert inactive prospects into tax preparation appointments.
Previous customers were not being consistently reminded to return. Non-returning prospects were left without regular follow-up. Older and inactive leads represented missed opportunities.
The office lacked the calling capacity to systematically reach and engage its prospect database. Tax Plus needed more than a calling service — it needed an outbound operation that could actively reactivate its customer base and generate qualified appointments for its tax preparers.
Two Customer Segments, One Dedicated Operation
InnovaGrow established a dedicated outbound calling operation focused on two distinct customer segments.
Returning Customers
Individuals who had filed their taxes with Tax Plus during the previous tax season.
Non-Returning Customers
Individuals who had not filed with Tax Plus during the previous tax season.
A Managed Process From Contact to Scheduling
Rather than simply making calls and passing interested prospects to the office, InnovaGrow managed the appointment-setting process from initial contact through scheduling.
214 Appointments From an Untapped Database
From Passive Traffic to Active Generation
By working with InnovaGrow, Flatlands Avenue Tax Plus gained a dedicated team to systematically work through its returning and non-returning customer databases. Instead of allowing previous customers and inactive prospects to remain untouched, the office had an organized process for reconnecting with them, presenting incentives, handling objections, and scheduling appointments.
The campaign generated 214 appointments across the supplied reports, including 179 in-person visits scheduled for the office.
The key transformation: Tax Plus moved from relying on its existing customer traffic and limited follow-up capacity to having a dedicated outbound team actively generating new tax-filing opportunities from its own database.
Flatlands Avenue Tax Plus Snapshot
Want Results Like This for
Your Tax Business?
If you have an existing customer database that's sitting untouched, InnovaGrow can build a dedicated outbound operation to reactivate those contacts and turn them into scheduled appointments — just like we did for Flatlands Avenue Tax Plus.