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First Resolution Attempt - New

Say:

We've moved to a Drop-Off Only business model for April in order to handle the high volume.  Currently, we have 15 minute appointments reserved for Review & Wrap-up only.  This means that we need to get started on your return so that appointment is as efficient as it can be.  

 

I can send you a link so you can upload your documents and we'll get started on it right away.  How does that sound?

Digital Drop-Off

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Client Objection:  Why can't I just make an appointment?

Say:

______ , last week, the IRS released data showing that 47% of taxpayers still need to file, that's DOUBLE what it normally is at this time, likely because we've had more time to file the last two years. 

 

We're working longer and harder than ever to help our clients, but we've had to make changes to accommodate the flood of clients trying to file before April 18th.  

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So, can I send you the link so you can upload your documents and we'll get started on it right away.  How does that sound?

No Computer/Email/Not comfortable/safety

Do you do your banking online?

Have you done any shopping online?

H&R Block uses the most secure technology available to keep your information safe.

Digital Drop-Off

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Client Objection:  Are there any other options?

If you prefer, you can drop your documents of at our office.                                                                     How does that sound?

In-Office Drop-Off

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Acceptable Appointment Reasons

  • Too many docs to scan/upload

  • Business with Employees

  • Elderly - Just no way

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