Case Study: D&J Professional Services achieves 30% growth and 95% client retention with Textellent

D&J Professional Services - Customer Case Study

D&J Professional Services, a small-business advisory and tax-preparation firm, struggled with time-consuming appointment management, low retention, costly direct mail and ineffective email outreach. To streamline operations and boost client retention, they turned to Textellent’s text message marketing / business SMS service after attending a webinar.

Working with Textellent, D&J implemented automated one-to-one SMS campaigns with scheduling links, appointment reminders, post-appointment thank-you/referral requests, and periodic informational and greeting messages. As a result, 70% of clients scheduled their own appointments via text, the firm’s business grew 30% over three years from the 2014 baseline, retention rose to about 95%, marketing spend fell, and no additional staff were required.