AI Web MakerSocial media marketing strategy
Clearfile Tax Services
Clearfile Tax Services will use document checklists, plain answers and a calm voice to turn worried filers on Facebook and TikTok into appointment messages.
More messages and enquiries · Under 100 US dollars a month
Fix these first
Choose one name and one photo across Facebook, TikTok and WhatsApp, and say plainly in each bio which returns you prepare.
Tell people in your bios never to send documents in a comment or a chat, and give them the private route you use for those.
Post a short document checklist or a plain answer every week, and never comment on one person's tax position in public.
Your platforms, in order
Facebook 5 posts in 4 weeks · Checklist photos, Short videos, Group replies
Neighbours ask each other who can sort out a return or a worrying letter, and a page shows them you are real and local.
Fix on your profile:
- Set the category to tax preparation service and list the returns you prepare.
- Add your hours and a message button, and say that it is for booking and simple questions.
- Pin a post explaining how clients send documents privately.
- Turn on reviews and ask for ones about clear explanations.
TikTok 4 posts in 4 weeks · Talking video, Checklist video, Voice over photos
Freelancers, gig workers and newly self-employed people search there for plain explanations, and a short checklist video is easy to pass on.
Fix on your profile:
- Choose a name that includes tax so people find you in search.
- Make the bio name the returns you prepare and say how to message you.
- Link to your appointment request page.
WhatsApp 3 posts in 4 weeks · Status updates, Quick replies
Clients like to ask a quick question or book a slot by message, and a business number keeps those chats apart from your personal ones.
Fix on your profile:
- Add your hours, your service area and a short description of the returns you prepare.
- Write a greeting that asks which type of return the person needs.
- Set an automatic reply saying that documents are never sent in the chat, and explain the private route.
Your content pillars
Document checklists 30%
- What to gather if you drive or deliver for a living
- Papers to find before a tax appointment
- A checklist for people with a rented room
Plain answers 25%
- What a tax preparer actually does
- What happens after your return is filed
- Why we ask to see last year's return
Letters from the tax office 20%
- Opened a letter? What we do first
- Why a worrying letter can be answered calmly
Book an appointment 15%
- Appointment slots opening this week
- Message us to start your checklist
Behind the desk 10%
- Meet the person who will prepare your return
- How a return is checked before it leaves the desk
Your 4-week posting calendar
Week 1
Papers to find first
Heading to a tax appointment? Look for these first: pay records, bank interest statements, last year's return and anything about other income. Missing something? We will tell you what to chase. Message us to book a time or to get the checklist for your situation.
What a tax preparer does
What does a tax preparer actually do? We take your records, ask about what is missing, build the return and go through it with you before it is filed. No jargon. Message us if you want to talk through your own situation.
Appointments opening
Appointment slots are open on [dates]. Please do not send documents in this chat. Reply with the type of return you need, personal, self-employed or small business, and we will send you a time and a checklist.
Week 2
Newly self-employed checklist
Started working for yourself? Start a folder now: money in, money out, receipts and the dates of everything. It makes your return much easier to prepare. Message us for our checklist for the newly self-employed.
Gig worker records
Driving or delivering for a living? Keep records of what you earn and what you spend on the work. Here is what we ask gig workers to bring. Message us to book a time before the busy weeks start.
Meet the preparer
Meet [name], who prepares your return and goes through every line with you before it is filed. Questions are welcome, and nothing is sent until you are happy. Message us to book an appointment.
Week 3
A letter has arrived
A letter from the tax office has arrived? Take a breath. Letters usually ask for something specific, and we can go through yours together and help you answer it. Message us and we will say what we would need to see.
Letters explained
Letters from the tax office are worrying, but they are rarely a mystery once someone explains them. Bring yours and we will go through it together and work out the reply. Message us to arrange a time.
Questions welcome
Not sure which papers to bring? Send your question here and we will reply in everyday language. Please hold your documents back until we share the private route for them.
Week 4
How we check a return
Before any return leaves our desk, we check it line by line against your records and go through it with you. If something looks odd, we ask rather than guess. Message us to book your appointment.
After your return is filed
Your return has been filed. What now? We send confirmation, keep a copy for you and stay on hand if a letter turns up later. Message us to have next season's return prepared.
Thank you, clients
Thank you to everyone who trusted us with their return this month. If you would like a checklist ready for next season, message us here and we will send it over.
Words in [square brackets] are for you to fill in, like a price or an offer.
Your hashtags
Your advert budget
The numbers to watch
Messages a week
Count new messages on Facebook, TikTok and WhatsApp that ask about a return or an appointment.
Appointments booked from messages
Note each appointment that began as a social media message.
Checklist saves and shares
See which checklist posts get saved or passed on most, then make more like them.
Messages about letters
Count the enquiries from people holding a letter, to see whether those posts reach them.
Clients who found you through a video
Ask new clients whether a video or a post led them to you.
How AI Web Maker runs this strategy
Every post sends people somewhere. On AI Web Maker your website comes with the tools that keep this strategy running every week:
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so the pages your posts link to climb on Google too.