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    Email Marketing

    Can you segment my email list by service type or client value?

    Email list segmentation for accounting firms groups contacts by service type, engagement level, and lifecycle stage — so clients only receive content relevant to them.

    Yes. We segment by service type (tax-only, advisory, full-service), engagement level (active, at-risk, dormant), and lifecycle stage (prospect, new client, long-term client). This ensures everyone gets personalized, relevant content.

    Related Questions

    How often will you send emails to my clients?What if clients unsubscribe or complain about too many emails?Do I need to write the emails, or do you handle that?

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