New Orleans District Digest Issues 1-12

NOVEMBER 3, 2014 VOLUME 1, ISSUE 1

New This Week: Emerald Advance

Our current focus is attracting new clients

through strategic marketing of Emerald

Advance, H&R Block’s line of credit of up to

$1,000. This program welcomes new clients

without requiring a W2. Now is the time to

spread the word in one-on-one interactions as

well as in group settings. Let’s saturate the New

Orleans district…Metairie to the East, Kenner

to Chalmette. Contact me today to discuss your

role in helping to distribute Emerald Advance

information city-wide.

New Orleans District EA Locations:

1109 Veterans Blvd., Metairie

2353 St. Claude Ave. New Orleans

5300 Tchoupitoulas St., New Orleans

9954 Lake Forest Blvd., New Orleans

303 W. Esplanade Ave., Kenner

Marketing Coordinator Welcome

Welcome to Preseason! Just like in the

National Football League, tax preseason is

our time to sharpen our skills and plan

ahead for TS15. It’s time to put on our

hypothetical shoulder pads, cleats & jersey,

go out there and WIN!

As you can tell, I’m a football fan! I’d like

to introduce myself to everyone in the

awesome New Orleans district and say hello

to those I’ve already met. My name is

Anisha Vanita Williams and I am your MC.

I am excited to bring my years of expertise

in communications, marketing and

promotions to H&R Block.

My primary role is to support and carry-out

marketing initiatives for each office. If you

have ideas on how we can grow the number

of NEW CLIENTS in our district, I look

forward to speaking with you. Contact me

now at 504-373-0076 or email me at

[email protected].

NOLA/Marrero District distributed water for the Making Strides Against Breast Cancer walk at

Champions Square, Saturday, Nov. 1.

4th ANNUAL NOLA EAST FRIENDS FEST

NOVEMBER 3, 2014

VOLUME 1, ISSUE 1

H&R Block Booth Receives 100+

Visitors During Event

On Saturday, Oct. 18, H&R Block’s New Orleans

District took part in the 4th Annual NOLA East

Friends Fest. The community organization

Friends of Joe W. Brown Park hosted the day-long

event on Read Blvd. It featured entertainment,

food vendors as well as free health screenings

courtesy of the Daughters of Charity Health

Centers. According to our estimate, more than 100

NOLA East resident and business owners stopped

by the H&R Block booth. The image on the left

shows some of the giveaways available to booth

visitors. Very special thanks to the dedicated CSLs

who took time out of their day to spend a few

hours staffing our booth, including Veronica

Coleman-Hunter (9954 Lake Forest), LaDonna

Sims (Clearview Mall) and Gwen Mullen (111 E.

Judge Perez, Chalmette).

New merchandise, new look…

Have you visited the online company store lately?

If not, check it out today! Stock up on cool H&R

Block gear like newly designed t-shirts, mugs,

travel cups and a whole lot more.

www.hrblock.corpmerchandise.com

Several festival attendees sign-up for tax appointments

and picked up freebies like pens, nail files and mints.

555.555.5555 555.555.5555 555.555.5555 [email protected] www.webaddress.com

www.hrblock.corpmerchandise.com


Emerald Advance Updates

For the EA season, offices should use

current TS14 inventory first before

switching to the new card design.

Select EA clients will receive their new

cards in the mail in early November.

Select non-EA tax clients will receive their

cards in the mail in January.

Encourage your clients to bring their new

cards when they come in to the office their

year—and then use throughout TS15.

Associates who have an Emerald Card will

also have new cards mailed to their

addresses on file by the end of the year.

When you get your new card, just follow

the instructions to activate it.

PREPARING FOR EMERALD ADVANCE

Emerald Advance Kits Arrive

As of Mon., Nov. 3 the New Orleans District is

equipped to get the word out on Emerald

Advance. We have in stock several visibility

items including door hangers, yard signs,

flyers, sticky notes and water bottle labels.

If you’re working in an EA office, I am

looking forward to collaborating with you in

order to let locals know why they should get

an Emerald Card. In last week’s newsletter I

listed our EA offices. THIS WEEK we will

blitz the neighborhoods and businesses

surrounding EA offices.

In addition to our local efforts, the company is

making marketing easier for us with a national

campaign that includes radio commercials,

direct mail to consumers and calling

individuals to set appointments.

Top 5 Reasons To Have An

Emerald Card

1. You could get up to $1,000 line of credit.

2. You can use the EC at ATMs giving you

full-access to available funds.

3. Consumer Reports ranks the EC as

“Excellent” for convenience and safety.

4. Tech-savvy users can download the

EC Mobile Banking App for on-the-go

balance inquiries and transaction history.

5. Get a jump start on Black Friday and

holiday shopping.

The newly redesigned, award-winning Emerald Card is

loaded with features that make it one of the most

recommended prepaid card in the marketplace.

WHAT’S IN YOUR MARKETING TOOLBOX? Introduction to Marketing

Thanks to all the New and Prior CSLs who took

part in the Introduction to Marketing training

sessions on last week. From understanding the

Drumbeat, to Good Neighboring on a regular-

basis—H&R Block makes it easy for tax pros to

take marketing into their own hands.

I hope all of the CSLs are contemplating ways to

implement their individual office-level

marketing ideas and strategies. Remember, I

am here to help execute. Let’s be creative!

Neighborhood Playbook

Don’t forget how to access all the useful

marketing tools included in the TS15

Neighborhood Playbook. Once logged-in to

DNA, you can access it through FAMS. Please

take a moment and revisit the Neighborhood

Playbook as part of your marketing planning

sessions.

This valuable marketing tool provides data and

intelligence to complement your existing

knowledge of the New Orleans market. Fact-

based information serves as a resource in the

development and implementation of your

business and office level plans.

NOVEMBER 10, 2014

VOLUME 1, ISSUE 2

“ALWAYS DO RIGHT. THIS WILL GRATIFY SOME PEOPLE AND ASTONISH THE REST.”

–MARK TWAIN

The H&R Block office located at 1037 N. Broad St. in

New Orleans stands out among other nearby

businesses—including two other tax preparers

How does your office stand out?

7 WEEKS UNTIL…

Stock-Up On Company Swag

http://hrblock.corpmerchandise.com/default.aspx

BLOCK PARTY – SATURDAY, NOV. 22


Calling All Tax Pros & Associates

We are only days away from the New Orleans

District’s first Block Party.

Here’s the details:

Saturday, November 22

Noon – 5:00 p.m.


Why W. Esplanade? Well, not only is this an

EA location but it is also an LDO. We are

hoping for as many available tax pros to assist

with this community event. Several

neighboring businesses have agreed to

participate in our Block Party.

The flyer created for this event invites anyone

and everyone who has a tax related question to

stop by our Block Party and speak with a tax

professional. It also states, “We have expertise,

support and flexibility to assist with tax

preparation, personal finances, health care

reform and more.”

Obviously a huge focus of this Block Party is

Emerald Advance which begins on the following

Monday, November, 24. Here’s some fun news,

a local inflatable bounce house company will be

on site with one of their best bounce houses for

the kids to have fun. We also plan to have hot

chocolate, games, prizes and of course valuable

information.

If you have ideas or are interested in helping with

the Block Party, please contact me.

Announcing New Partnership

Partnering with the nonprofit organization

Friends of Joe W. Brown Memorial Park for

the 4th Annual N.O. East Friends Festival

last month continues to open doors allowing

more collaboration opportunities. H&R

Block has been invited to give a tax talk

during the nonprofit’s December meeting.

CSL Veronica Hunter-Coleman will present

tax information relevant to the audience.

This will take place:

Monday, December 1 at 6:00 p.m.

N.O. East Library, 5641 Read Blvd.

If you are interested in assisting with this tax

talk or have a suggestion for another tax talk,

please contact me.

Continued pg. 2

INAUGURAL FAT CITY FESTIVAL

NOVEMBER 17, 2014

VOLUME 1, ISSUE 3

Metairie Neighborhood Event

Saturday, Nov. 15 marked the first Fat City

Festival. If you’re not sure, Fat City is considered

the area in Metairie where the H&R Block at 3501

Severn Ave., Suite 14A is located. Taking full

advantage of our district’s membership in the

Jefferson Chamber of Commerce, we participated in

the five-hour event along with several other area

businesses.

The main objectives of participating in the event

were to increase awareness of Emerald Advance.

Festival-goers were thrilled to spend time at the

H&R Block booth and kids of all ages enjoyed

spinning the prize wheel. Some even took advantage

of entering our raffle of $50 off new client tax

preparation.

Friends of Joe W. Brown Memorial

Park (Continued from pg. 1)

In addition to an upcoming tax talk to organization

members, Friends of Joe W. Brown Memorial Park

has expressed great interest in becoming a nonprofit

referral partner. This move will help the New

Orleans District with our goal of acquiring 50

Incremental New Clients. During TS15.

Organization leaders have invited us to participate

with their holiday celebration event “A Winter

Wonderland East of the North Pole.” This event

takes place, Sat., Dec. 13 and includes a toy

giveaway, pictures with Santa Clause, ginger bread

house workshop as well as entertainment. Stay

tuned, more info to come!

Emerald Advance Drumbeat

Week 3: November 17-23

Neighborhood Outreach

Marketing Ideas:

Visit local supermarkets to get Second Look and

Emerald Advance information out

Place EA flyers as bag stuffers during Thanksgiving

116 Emerald Advance door hangers were placed at

Lakewind East Apartment Homes, 5131 Bundy Rd., in

New Orleans East. This apartment neighborhood is

only one mile from the EA office at 9954 Lake Forest

Blvd. How are you getting the word out on EA?

TOP: Kids wave H&R Block Bam Bam sticks while

New Orleans band Bag of Donuts performs. BOTTOM:

Prize wheel spinners anxiously await outcome.

EMERALD ADVANCE IS HERE


All About Visibility

It’s go week at the 5 New Orleans EA offices:

3501 Severn Ave., Metairie

5300 Tchoupitoulas St., New Orleans

2353 St. Claude Ave., New Orleans

9954 Lake Forest Blvd., New Orleans


Be sure yard signs are displaying EA

messaging in addition to “Now Open”

signage. If you have to place the signs in the

morning, then remove before closing—do so.

Ahead of the Block Party on Nov. 24th, we

placed 4 double-sided yard signs that

highlight “You could get up to $1,000” and

removed them when the office closed.

New Orleans District Numbers

As of Nov. 24, our district is at 8.45% new

client revenue growth. In order to reach our

EA goal of 20% increase over last year we must

get 505 new clients by Dec. 15th.

We’ve Reached The Peak

We are currently in the peak season for EA.

Now until Dec. 13, let’s work hard to spread

the word and get NEW CLIENTS into our

offices. Based on results from prior years,

this is the week H&R Block sees the most

EA applications. Let’s capitalize!

Our Tchoupitoulas location has multiple yard signs

at the entrances & exits of the shopping center.

BLOCK PARTY – 303 W. ESPLANADE

NOVEMBER 24, 2014

VOLUME 1, ISSUE 4

Kenner Block Party

Very special thanks to all who helped with Saturday’s event at 303 W. Esplanade. The Block

Party was successful in regard to increasing visibility and partnering with local businesses. On

the other hand, the chilly weather and forecast for rain may have kept some potential clients

from stopping by.

Who’s Your Office Marketing Ambassador?

Each office in our district should have a designated Office Marketing Ambassador (OMA) who

can help assist the office with local marketing initiatives and execution. This person can be

ANYONE in the office, but must be someone who is willing, able and eager to help grow new

clients for the office. While the CSL is responsible to communicating and executing local

marketing initiatives for the office, the OMA is one who can assist and ensure the entire office is

in the know doer all things marketing. Please let me know your OMA by Dec. 15

We hosted a block party to

kickoff Emerald Advance

this weekend in Kenner.

Several neighboring

businesses took part

including: Metro PCS,

Radioshack, Smoothie

King, Galactic Goods as

well as Crescent City

Inflatables.

The owners of a brand new health, fitness and wellness spa

near our Severn location is offering H&R Block Clients free 5

day passes.

Anisha V. Williams

Marketing Coordinator

New Orleans District

Cell: 504-373-0076

[email protected]

WEEK 5: EMERALD ADVANCE

DECEMBER 1, 2014 VOLUME 1, ISSUE 5

Partnering With Nonprofit

Organizations

I truly believe nonprofit partnerships can

play a huge role in the New Orleans District

growing new clients. If you are a member of

any nonprofit organization, which

oftentimes includes religious, educational

and charitable organizations—please work

with me to register the group for this

referral program.

Once these partnerships are in place, it will

allow us to have more of a role in

helping/volunteering with the

organization—in which many CSLs are

already taking part in. This is a way for you

to help your preferred nonprofit raise

money.

This Week’s Drumbeat

Plan a tabling event near your H&R Block

office and look for new clients. Visit a big

retailer and ask if you could leave some EA

information for their employees. Put gift

baskets full of candy canes in break room of

Bog Box Retailers. Fill baskets full of EA

marketing collateral. Include some water

bottles. Remember always get approval from

the manager of these locations prior to

placing any material.

Countdown to TS15

Only 30 days remain until TS15 is here.

Amid all of your training as you prepare

for the tax season, keep in mind some of

the marketing tactics and events you’d

like to carry out. If you share some of

these ideas with me now, we can begin

putting the plans in place to ensure a

successful marketing strategy for each

office in the district.

Upcoming Events

Dec. 5 – Distributing EA flyers at City

of Kenner Christmas Village

Dec. 13 – Tabling event at NOLA East

Toy Giveaway

EMERALD ADVANCE BY THE NUMBERS

DECEMBER 1, 2014

VOLUME 1, ISSUE 5

Black Friday & Bayou Classic Marketing

During the rush of Black Friday shopping last week, H&R Block was invited to a promotional

event already taking place at T-Mobile in Metairie. We were able to share information on

Emerald Advance to customers looking to spend money on Black Friday deals.

The main event surrounding the 41st Annual Bayou Classic in New Orleans is the football game

between longtime in-state rivals Grambling State University and Southern University. Ahead of

the gridiron battle, myself and the Baton Rouge Marketing Coordinator handed EA wrapped

water bottles to individuals at the Pre-game Fan Fest.

Office Marketing Ambassador Selections

Have you selected your OMA yet? If so, let me know! If not, please do so and let me know who

will lead your office’s marketing initiatives throughout TS15. New CSL’s are more than welcome

to serve as OMA as well as Prior CSL. But if you know someone in your office who enjoys Good

Neighboring, distributing flyers and telling strangers how H&R Block can help them—please

appoint them as your OMA by Dec. 8, 2014.

“NEVER GIVE UP, FOR THAT IS JUST THE PLACE AND TIME THAT THE TIDE WILL TURN.”

-HARRIET BEECHER STOWE

This chart shows the

number of EA apps as

of Nov. 27. You can

see, the Pontchartrain

Place office leads the

way with 210

applications thus far!

In total, the New

Orleans District has

completed 690 EA

applications.

PARTNERSHIPS & NEW CLIENTS


Make This Week Count

New Orleans is on the way to

meeting our Emerald Advance

goal of 20% increase in new

clients. The actual number

of new EA Clients we need is

505 by Dec, 15th. As of Sunday,

we’ve seen 382 new clients.

The chart (top right) shows that our district has processed 1,025 EA applications!

Help keep this momentum going by stepping up and assisting with the many

marketing opportunities you can get involved with across the district.

Local Marketing App

Have you tried this app yet? The Local Marketing App (LMA) can be easily downloaded onto

your work-issued or personal iPhone or iPad. This app can be a great resource at events, Tax

Talks, when setting client tax appointments and when generating leads for future

communications. Information entered into the app will be used to follow-up with the client—

making that one less thing you have to do! Join me for a demonstration of the LMA at 1109

Veterans Blvd. Tuesday at 1:00 p.m.

THE WEEK AHEAD…

Tabling events are planned Tuesday at Tchoupitoulas office (11am) and

Wednesday at Lake Forest office (1pm). The Jefferson Chamber of

Commerce hosts a Christmas Business Card Exchange Thursday from

5:30-7:30 p.m. in Kenner. All are welcome to participate. Saturday we

will have a table setup at the Joe W. Brown Memorial Park for a toy

giveaway with our nonprofit partner. Please let me know if you are

available to help between 11:00 a.m. and 4:00 p.m.

DECEMBER 8, 2014

VOLUME 1, ISSUE 6

Latino Community Networking

H&R Block joins local businesses at

networking event that focused on increasing

marketing opportunities to Hispanic

communities in the New Orleans metro area.

The event hosted by Jambalaya News and the

Hispanic Chamber of Commerce in Kenner

offered ideas and partnership leads that will

help us reach the Latino community right now

and throughout TS15. Included in the picture

are Jambalaya News Owner & Editor Brenda

Murphy and Marketing Director Scarlett

Pauiaguer.

OMA Nominations

A special Thank You to CSLs at these locations

for submitting their nomination for Office

Marketing Ambassador:

18197 – 1109 Veterans Blvd.

18209/18412 – 3501 Severn Ave.

18739 – 6600 Franklin Ave.

18224 – 9605 Jefferson Hwy.

18230/18474 – 9954 Lake Forest Blvd.

18400 – 2205 Magazine St.

If you have not selected your OMA, please do so

here using this link as soon as possible. http://fs30.formsite.com/AVWilliams/form1/index.html

Celebration in the Oaks

The annual New Orleans Christmas tradition at

City Park is in full swing. Organizers call this

“the most spectacular holiday lights festival in

the country.” Last week, H&R Block

distributed more than 100 EA post-it notes by

placing each on a parked car outside the event.

Look close! See the EA yard signs in the bottom picture? Great job

by St. Claude office on using neutral ground to increase visibility!

EA post-its notes on cars parked at Celebration in the Oaks.

http://fs30.formsite.com/AVWilliams/form1/index.html

PROGRESS THROUGH PARTNERSHIPS


Toy Giveaway Generates 38 Leads

As you know, obtaining leads while at an

event or during good neighboring is a great

way to get contact information for potential

clients. This information aids in setting

appointments. On, Saturday, Dec. 13 we

assisted our nonprofit partner with their

holiday celebration which included a toy

giveaway to more than 200 kids, pictures

with Santa, holiday train ride around the

park, face painting and gingerbread house

decorating. We collected 38 leads of

potential new clients and distributed EA

flyers.

Celebration In The Oaks

Run/Walk at City Park

H&R Block set up a water bottle distribution

table for the 2 mile Run/Walk held at New

Orleans City Park Dec. 13. This quick pop-up

event was well-received by thirsty runners.

I will be in each office at some point on Monday, Tuesday & Wednesday helping CSLs with

good neighboring and discussing Tax Talk opportunities and plans for ACA Q&A Day. Bring

your ideas and so we can reach our goal of 10 new client appointments per office on Jan. 8.

Holiday celebration with nonprofit partner Friends of Joe

W. Brown Memorial Park in N.O. East.

TAX TALKS & ACA Q&A DAY PLANNING

DECEBER 15, 2014

VOLUME 1, ISSUE 7

Tax Talk Scheduling

The New Orleans District needs to

conduct Tax Talks early during

TS15 before we enter peak.

Ideally, we should conduct these

Tax Talks before Jan. 20. Think

about which organizations you’d

like to host a Tax Talk with and

let’s get them scheduled now!

EA: By The Numbers

As of today, our district has processed

1,228 Emerald Advance applications.

3501 Severn 433

2353 St. Claude 326

5300 Tchoupitoulas 224

9954 Lake Forest 204

303 W. Esplanade 41

Great job in making progress on EA! Our

goal is 25% increase in EA New Clients.

Upcoming Events

Jan. 8 – ACA Q&A Day Nationwide

Jan. 12 – Tax Talk at Metairie Church

Jan. 26 – Tax Talk at Humana Metairie

Please let me know if you’re available to

help with any of these events. Even if you

can’t stay the entire time, your help is

appreciated.

Holiday candies featuring EA information sticker.

NOLA Marketing

Coordinator, Anisha

Williams and President

of Jefferson Chamber of

Commerce Todd

Murphy at annual

Christmas Business

Card Exchange. More

than 100 Jefferson

Parish businesses were

represented at this

networking event.

TAX TALKS AND ACA Q&A DAY


Tax Talk Scheduling

The New Orleans District needs to conduct as many

Tax Talks as we can early during TS15 before we enter

peak. Think about which organizations you’d like to

host a Tax Talk with and let’s get them scheduled now!

ACA Q&A Day – District Goal: 10 New

Client Appointments/ Office on Jan. 8th

Start now while you’re out holiday shopping, share flyers

that highlight H&R Block and the Affordable Care Act.

IMPORTANT NOTE

The TS15 Marketing Kit delivered to each office last

week includes flyers promoting 50% off promotion

beginning Feb. 15th. All door hangers and sticky notes

displaying this should be placed out of site, preferably

under lock and keep. The last thing we want is tax filers

waiting until the promotional period to file.

Upcoming Event Dates

Jan. 8 – ACA Q&A Day

Jan. 12 – Healthcare Tax Talk w/

Mitra Ghaffari at Metairie Church

Jan.23 – Grand Opening at 6600

Franlkin

Jan. 26 – Healthcare Tax Talk w/

Ron Siegultuch at Humana

2205 Magazine St. office shows off new sinage

for TS15 with “It’s refund season” messaging.

GOOD NEIGHBORING, GREAT RESULTS

DECEMBER 22, 2014

VOLUME 1, ISSUE 8

EA Sticky Notes at Papa John’s

CSL Jackie Dillard (Williams Blvd. office)

and I were able to get Papa John’s to

place sticky notes on their pizza boxes.

The restaurant manager plans to share

coupons with us when the tax season

arrives. This is a great way to drive sales

for both businesses.

Pepperoni Ray’s Partnership

Another partnership was initiated through

good neighboring near 3135 Gentilly Blvd.

Pepperoni Ray’s on Frenchman St. has

also agreed to place sticky notes on boxes.

Big Airline Tent Event

Our neighbors at Harbor Freight Tools

near (6421 Airline Dr.) are welcoming our

participation in their annual “Blowout

Sale” taking place Fri.-Sun., Jan. 9, 10,

11. The store will have a large tent in the

parking lot with discount items for sale.

We will put up the H&R Block tent with a

goal of bringing in new clients.

Emerald Advance Numbers

The New Orleans district hasn’t reached our

EA goal yet, but we’re so close! 83.14% to

goal to be exact. The aim was to have 505

New EA Clients, we achieved 420 with 71 of

those applications approved!

Opportunity to get more exposure to Papa John’s

customers. Be sure to reach out to these types of

businesses as we get closer to Super Bowl on Feb.1.

Picture to left of

Anisha V. Williams

with Todd Murphy,

President of the

Jefferson

Chamber of

Commerce. More

than 100 Jefferson

Parish businesses

were represented

at the annual

Christmas

Business Card

Exchange in

Kenner.

THIS WEEK: STREET TEAM BLITZ

JANUARY 13, 2015 VOLUME 1, ISSUE 9

Executing The Drumbeat

Every office has a Marketing Kit that

should be open and nearly empty by now.

Let’s hit the streets this week to get the

message out that we are open! Every office

should execute a marketing event at least

twice a week to support the Drumbeat.

OMA’s: a CSL’s Secret Weapon The designation for office Marketing

Ambassador was due Dec. 15th and some

offices still have not shared who is their OMA.

You should look at the OMA as your secret

weapon to accomplishing all the goals we’ve

set for TS15.

When you’re up to your neck in tax returns,

the OMA should be your go to person for

setting tax talks, good neighboring and

helping to grow new clients for the offices.

Important Dates & Events

Thursday, Jan. 15 – Tax Talk at USDA

Tuesday, Jan. 20 – IRS E-File Begins

Thur., Jan. 22 – Tax Talk at Metairie Church

Sunday, Jan. 25 – King Cake Festival

Sunday, Jan. 25 – Rock ‘n’ Roll Marathon

Monday, Jan. 26 – Tax Talk at Humana

Weekly Office Level Market Plan

Below is an example of the weekly planner.

The CSL uses this document to list who,

what, when, where and how each week

their office will implement the weekly

Drumbeat. I, the Marketing Coordinator,

can help CSLs complete this weekly.

Communication Boards

Drumbeat Calendar

Updated Marketing Tracker

Office Visibility Photo

The above named items should always be

posted and up-to-date in each office. I also

encourage you to print out and post the

weekly newsletter!

FIRST TASTE OF WINNING IN TS15

JANUARY 13, 2015

VOLUME 1, ISSUE 9

ACA Q&A Day Success

Great job on all you did as office leaders to

ensure a successful ACA Q&A Day last week.

Nationally, the company made more than

97,000 appointments for new and prior clients.

Locally, our district made 234 appointments

on last Thursday, including 14 new client

appointments. Congratulations on exceeding

the company goal of 10 appointments per

office. Special congratulations to the staff at

1037 N. Broad who secured appointments for 5

new clients—the highest in the district.

New Client Growth Update

Every office has a goal of 50 New Clients per

office during TS15. Keep in mind this is

incremental new clients. Meaning, if you had

100 new clients last year, you need 50 more, so

a total of 150 new clients to win this year!

Cricket Wireless Partnership

We have partnered with Cricket Wireless and

Optimal Wireless to carryout marketing events

throughout TS15. On ACA Day, we hosted a

pop-up event at 1037 N. Broad St. Cricket is

currently offering a deal exclusive to H&R

Block clients. It includes a waived activation

fee and a free set of headphones ($60 value).

Pat yourself on the back for excelling when it comes to

office visibility. Many offices used signage, yard signs,

and balloons to ensure everyone passing by knows

“It’s Tax Season!”

It was freezing! But cold weather didn’t stop us from

hailing traffic toward H&R Block.

THIS WEEK: OCCUPATION


Executing The Drumbeat

This week’s Drumbeat focuses on several types of

businesses we can target with flyers, new client

coupons, as well as other partnership opportunities. A

great approach to carrying out the Drumbeat is to

partner with a local trade school to do a Tax Talk on

education credits, planning for 1099, occupational

write-offs, etc.

National Employer Solutions (NES)

All CSLs have received the list of NES participating

businesses. It includes the employers offering

discounted tax preparation to their employees through

H&R Block. I also took the initiative to compile a local

list of the businesses in the New Orleans District.

You are encouraged to use the list to:

Identify participants near your office

Contact employers about New Client Coupon

The coupons can be saved to your computer and

emailed to the employer OR you can bring them in

person along with “It’s Refund Season” flyers and

“Affordable Care Act” flyers, all included in the

Marketing Kit sent to each office.

IMPORTANT:

Don’t distribute coupons or other printed

material without permission.

Don’t be surprised if they are not aware of the

program.

New Client Growth

Based on the chart above, our district

is down 32.98% in New Client

Growth.

GOAL: 50 New Clients

Reminder that corporate has set a

goal to get 50 incremental new

clients per office, meaning 50 more

than last year for each office.

STREET BLITZ IN ACTION

JANUARY 19, 2015

VOLUME 1, ISSUE 10

Mark Your Calendars

Upcoming Events

1/20 – IRS E-file Begins

1/22 at 6:00 p.m. – Metairie Church Tax Talk

1/23 from 12-2 p.m. – Franklin Grand Opening

1/23 from 3-5 p.m. – 4704 Vets Grand Opening

1/25 – Marketing at King Cake Festival

1/25 – Marketing at Rock ‘n’ Roll Marathon

1/26 at 9 a.m. – Humana Tax Talk

WWL-TV Features H&R Block

Last Wednesday, WWL-TV featured H&R Block

during their 10 p.m. newscast. You can still watch

the video online by visiting wwltv.com and

searching “Affordable Care Act Taxes.”

Pictured on right:

Flyers on display at

Enterprise on Gentilly

Blvd., also one of our

National Employer

Solutions partners;

“It’s Refund Season”

post-it notes on cars

at NOLA Home Show;

Flyers on display at

Magazine St.

convenience store.

Below:

Magazine St. CSP Carol Lofton helping to combine

flyers. This is a great idea to distribute more info to

potential new clients at once.

N. Broad TP & OMA Harmony Baston gives Tax Talk

to group of 40 U.S. Dept. of Agriculture Accountants.

SUPER BOWL & VISIBILITY


Marketing to Super Bowl Fans

This Sunday, Feb. 1, 2015, millions of

consumers will tune in to the Super Bowl.

Here’s our chance to tap into a huge market

of local football fans. Show your office team

spirit leading up to game day by hitting

your local pizza spots with box toppers. It’s

up to you to be creative on how you

celebrate success and out National “Get

Your Billions Back America” (GYBBA)

campaign! Read on for more ideas:

1. Pump up the office, create a team,

partner w/ pizza places, sports bars

and sporting good stores to leave

GYBBA flyers (all included in your

Marketing Kit and there are more on

FAMS). Set up a table to talk to

potential new clients, or host a raffle

to collect leads.

2. Throw a Super Bowl (tailgate) Block

Party in front of your office on the

Saturday before. If you are near a

grocery store they will be very busy

as people stock up for weekend

parties.

3. Connect with local sports bars and get

pens and table toppers of our National

Campaign on the tables and

information on their take-out bags or

containers.

Office Visibility Excellence

Check out the pictures above from the

Franklin Ave. office on the day of its

Grand Opening. Great job to these offices

for setting great examples on using all the

tools you have to boost visibility!

18224

18233

18412

18738

18739

Continue to send in your visibility

photos so they can be shared across the

district as well as company-wide.

NEW LOCATIONS OFFICIALLY OPEN


Grand Openings/ Ribbon Cutting

On Friday, Jan. 23 we held ribbon cuttings

and grand opening celebrations at 6600

Franklin Ave. and 4704 Veterans Blvd.

These events really let out neighbors and

local businesses know of our presence. Thank

you to all who helped to make these grand

openings festive and fun. Now that we’ve

shown our presence, let’s keep the momentum

going throughout TS15 and work toward

meeting all the goals set before us.

Who Says You Need An MC To

Have A Successful Event

I am amazed at the independence shown by

CSL Jackie Dillard and her initiative to

partner with Metro PCS to hold a tabling

event on Saturday outside the Williams Blvd.

office. Check out the photos below! In

addition to this event, Jackie delivered NES

coupons to Wendy’s, Family Dollar, Office

Depot, McDonalds, FedEx, and Dollar

General. She’s even getting her TPs on board

with marketing initiatives and already

planning a Super Bowl event. Keep up the

phenomenal marketing!

CSL Germain Wharton and TPs Avis James & Gwen Terrel and

DGM James Beason are all smiles as we officially open the doors

at 6600 Franklin Ave.

Photo captions speak volumes of their subject matter,

so spend a moment to explain what’s really going on

in graphs and photographs.

CSL LaDonna Sims, TP Jewlia Love, CSP Mary Blust and MC

Anisha Williams mark the opening of new location at 4704 Veterans

Blvd., formerly located inside Clearview Mall.

NOVEMBER 3, 2014

VOLUME 1, ISSUE 1

Continue newsletter text here. Continue newsletter text here. Continue newsletter text here. Continue

newsletter text here. Continue newsletter text here. Continue newsletter text here. Continue newsletter

text here. Continue newsletter text here.

VOLUME 1, ISSUE 11

NEW CLIENT GROWTH -25.66%

NOLA Can Beat This Goal

The chart to the left shows where each

office stands as it relates to New Client

Growth. Our goal is to get at least 50

new clients above last year. Don’t stress

about these numbers, but do keep them

in mind. YOU CAN DO THIS NOLA!

Metairie Church Tax Talk

Cold & wet weather led to low turnout,

nonetheless, the church wants to

schedule another & we collected 4 leads.

Chalmette MLK Day March

Thanks to CSL Gwen Mullen for

securing a table inside the Sigur Civic

Center in Chalmette where hundreds

gathered after the MLK Day March.

This was a great opportunity to

interact with community and we

collected 16 leads.

The above photo (left) shows great visibility at Chalmette office which was along

the route of the MLK Day March from Chalmette High to the Sigur Center. Photo

on right shows excellent visibility at the Severn office including decorated vehicle,

yard signs & balloons. TP Harry Blust, CSL Mitra Ghaffari are pictured.

Photo captions speak volumes of their subject matter,

so spend a moment to explain what’s really going on

in graphs and photographs.

“INSERT PULL QUOTE HERE.

DELETE BOX IF NOT IN USE.”

Documents

New Orleans District Digest Issues 1-12