Marketing Guidelines

In addition to our national marketing campaigns, we have developed marketing templates for you to use when communicating with your clients, family, friends, and community contacts to promote your tax consultancy services. You can add your details in the BOLD highlighted sections of the templates. However, you cannot change the wording in the templates listed below.

PTB will post marketing materials and Tax Help videos weekly for you to share with your Instagram followers.  To do this, follow our Instagram page by clicking https://www.instagram.com/taxbook.com.au

This will allow you to receive our posts on your Instagram home feeds and share our posts as a story on your Instagram account. If you require any assistance, please contact info@ptbau.com.au

5. EMAIL & SMS to Client Enquiry

If a client wishes to book an appointment with you, you can use the SMS and email template below. Before sending, add the client’s name, your state and your name.

Dear < client  name >>

Thank you for contacting us to prepare your tax return. To book your appointment with me, click on https://taxbook.com.au/booking-portal/ , select < add your state>  and then click <add your name >

 Our Tax Help Videos can help you maximise your 2024 tax refund. To watch, click on https://taxbook.com.au/tax-help/

Regards

<Your name>

Premier Tax & Bookkeeping

5. Business Cards

If you would prefer to have a PTB business card, please email at admin@ptbau.com.au Please note business cards are optional and printing, or related costs are not reimbursed by PTB.