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Customization Information We can fully customize each client alert with your firm's information, including:
Customization provides a number of benefits for your firm! First, it gets your firm's name in front of your client multiple times throughout the year. Increased contacts lead to more referrals and increased revenue. Second, the alerts include a "call to action" – they encourage your clients to respond and make it easy for them to do so. Finally, each alert appears to your clients that you have spent countless hours preparing the content and customizing the look – when, really, we have done the work for you! To view samples of the client alerts with customization included, click on any of the titles on the order form. Advanced customization options are also available, including addition of photos, bios, and separate contacts for each alert (click here to view a sample). Additional fees apply. Please contact Rochelle at (800) 778-7436 or foxr@cpenow.com for pricing. Don't want your alerts customized? Simply choose that option when you place your order, and we will send the alerts to you without any of your firm's information included. |
Surgent McCoy CPE, LLC |
