InnovaGenerating 440 Tax Appointments Across Three Locations
How InnovaGrow managed targeted outbound calling campaigns across three Liberty Tax locations, turning existing customer records into tax preparation appointments through consistent, location-specific outreach.
Liberty Tax
Liberty Tax operates multiple tax preparation locations, serving individuals who need assistance filing their annual tax returns.
The company wanted to reconnect with previous customers and reach individuals who had not returned to file with them in recent years. InnovaGrow supported Liberty Tax with targeted outbound calling campaigns across three locations, helping turn existing customer and prospect records into tax preparation appointments.
Liberty Tax had existing customer databases and lists of individuals who had previously used its services but had not returned in one or two years. However, without a dedicated outbound calling team consistently following up with these contacts, many potential appointments were being missed.
The challenge was to reconnect with these individuals, generate interest in returning, and convert conversations into scheduled tax preparation appointments across all three locations.
Three Locations, Tailored Scripts
Each of the three locations had its own calling lists and tailored scripts, with promotions and appointment options adapted to the individual office.
Two Audiences, Three Locations
The campaigns were organized around two main audiences across all three locations.
Returning Customers
Individuals who had filed with Liberty Tax the previous year.
Non-Returning Customers
Individuals who had not filed with Liberty Tax in one or two years.
440 Appointments Across Three Locations
Turning Overlooked Records Into Real Opportunities
Through a structured outbound calling process, InnovaGrow helped Liberty Tax make better use of its existing customer databases and reconnect with individuals who might otherwise have been overlooked.
The three-location campaign allowed Liberty Tax to maintain a consistent outreach effort while adapting its messaging, promotions, and appointment options to each office. Most importantly, the campaigns generated approximately 440 tax preparation appointments from the contact lists provided by Liberty Tax.
Liberty Tax already had access to thousands of potential customers. InnovaGrow helped turn those existing records into meaningful conversations and scheduled appointments through consistent, targeted outbound calling.
Liberty Tax Snapshot
Have Multiple Tax Office Locations?
Let's Fill Them All.
If you operate multiple tax preparation locations with untapped customer databases, InnovaGrow can build a coordinated outbound operation that tailors scripts, promotions, and appointment options for each office, just like we did for Liberty Tax.