In this episode, we dive deep into the technical aspects of setting up ad campaigns specifically designed to generate leads for tax professionals. Jesse, our marketing director, provides a step-by-step guide on how to create effective ad campaigns, focusing on the lead ad objective.

Key Takeaways:

1. Choosing the Right Objective:
2. For beginners, start with the lead ad objective rather than the conversion objective. Lead ads are simpler to set up and can generate more volume, though the quality of leads might be lower compared to conversion ads.
3. Creating a Strong Offer:
4. Your offer needs to be compelling and valuable. For example, an ebook on "Five Legal Tax Loopholes for Teachers in 2024" can be a strong lead magnet.
5. Ad Copy and Call to Action:
6. Support your headline with concise and informative copy. Experiment with both short and long-form content. Use a clear call to action like "Learn More."
7. Customizing the Lead Form:
8. Ensure congruency between your ad and the lead form. Include at least three bullet points highlighting the value of your offer. Don't forget to add a privacy policy and connect the form to your CRM for proper follow-up.
9. Follow-Up Strategy:
10. After capturing leads, have a robust follow-up strategy. Options include redirecting to a thank you page, booking an appointment, or making a direct call.
11. Budgeting:
12. A minimum budget of $300 per month is recommended. This amount is roughly equivalent to the average tax return fee, making it a worthwhile investment for acquiring new clients.
13. Targeting and Testing:
14. Use interest targeting and location-based targeting to refine your audience. Test different ad sets and placements to see what works best. Monitor metrics like click-through rates and relevance scores to optimize your campaigns.
15. Mindset and Patience:
16. Understand that running ads is about gathering data and refining your approach. Be prepared to invest both time and money to see results.

Additional Insights:

• Niche Marketing: Emphasize the importance of niche marketing to stand out from competitors.
• Automation: Utilize CRM tools to automate follow-ups and manage leads efficiently.
• Community Engagement: Join our free Facebook group for more tips, resources, and networking opportunities.

We hope this episode provides you with the technical know-how to set up effective ad campaigns and grow your tax business. Join our community to continue the conversation and share your experiences.

Thank you for listening!