Send A Friend

Send A Friend

More Options: Make a Folding Card

Storyboard Description

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Storyboard Text

  • User completes his Tax Return in retail office
  • H&R Block
  • Name
  • Email Address
  • Search for an office
  • Book Appointment
  • Email is sent to client that has completed Tax return with the "Send A Friend Offer"
  • Email is forwarded to friends/colleagues/family
  • Friend will click on the email link which will direct them to a landing page to submit their details for an appointment at the local or nearest office
  • Tax Consultant will receive an email notification of client booking the appointment for the campaign, Consultant will confirm the appointment via TimeTrade
  • New client attends the appointment and completes the tax return. Consultant issues the receipt and marks the client down as "Send A Friend" for discount. Consultant advises they will also receive an email with the offer to their friends. 
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