Finish Strong
AES Surveys are due.
What is Friday the latest?
This process ensures the client returns and has a presumptive appointment.
What is Save the Date?
April 1st.
The day Tony/Tyler are coming?
These are what the H and the R stand for in H&R Block.
What is Henry and Richard?
These dates are our 2nd Peak.
What are Apr. 5th - 18th?
This product counts towards a New Client.
What is SPRUCE?
This TEAM just hit 2,000 Returns.
Who is the TPR Team?
This office was originally part of Milwaukee North years ago.
What is State Street?
Campaign calls are due on this date.
What is March 10th?
A client came to Block in 2021 and 2023 and now 2024. The tax pro should attach....
What is a Second Look?
He is the highest writing 1st Year Tax Pro.
Who is Eric Tawwater?
Jeff Jones joined Block in 2017. He came from this company.
What is Target Corporation?
Use this tool to set goals and expectations for your staff.
What is the daily huddle?
True or False: A new client does not need a second look if they were not required to file in 2023.
What is FALSE?
These 2 offices are TIED with 3 Traveling Trophies a piece.
Who are Lincoln Ave and Whitewater?
RAL was the acronym for this H&R Block product.
What is the Refund Anticipation Loan?
Fine tune these to make sure you are set up for success.
What are schedules?
This process is used to pair up a client with a tax pro.
What is the Best Match process?
Name 3 tax pros in the Circle of Excellence.
Ramos, Beasley, Meyer, Short, Shorey, Goryl, Rose, Burks, Higgins, Lieske, Vargas, Schmetzle, Solberg, Eileen, McCabe, Gail, Vargas, Hastings, Wilson, Kaifesh, Schmidt, Gibson
This office was originally part of the Madison District.
What is Lincoln Plaza?