For Inspiration!

 

  • We are going to embrace our clients in a way that makes them feel championed.
  • We will welcome our clients warmly so they feel comforted and cared for.
  • Our clients will feel relieved and confident in our work.
  • Our clients will be proud they chose H&R Block.

 

BlockWorks Certification Training Passport

BlockWorks Certification ILT Schedule


 

Instructor-led Courses 2014 Schedule

 

Income Tax Course (ITC) 2014 Schedule

Income Tax (ITC) Refer-A-Friend

Income Tax Course (ITC) Lead Tool


 

Focus for September/October - Extensions!

Extension calling lists are now available in CONNECT.


 

 

 Top Five Reasons Clients Say They Use Us:

  1. Real people who are friendly and always there to help.
    "I'll take Turbo Kim over turbo tax any day!"
  2. Expert advice and tax planning.
    "Very helpful, the service was catered to my individual needs."
  3. Extras to help like; Peace of mind, Emerald Card, Fees Withheld.
    "Being able to have my fees withheld from the refund helped a lot."
  4. We serve clients the way they want to be served with Drop-Off and Approve Online.
    "Not having to return to the office to sign papers was great!"
  5. We stand behind our work.
    "I felt comfortable that my taxes were done correctly, and felt even better  knowing that H&R Block is here all year to help me."

Referral and Promotion Best Practices

  • Ask all clients for a referral.
  • CSP hand all new clients the Welcome Brochure.
    "This will familiarize you with our products and services. If you have any questions your Tax Pro will be happy to assist you. Thank you for choosing H&R Block!"
  • Hand clients the Approve Online flyer.

Be Loud!        Be Proud!
Promote your team!

Referrals Smart Card