1. NOVEMBER 3, 2014 VOLUME 1, ISSUE 1
New This Week: Emerald Advance
Our current focus is attracting new clients
through strategic marketing of Emerald
Advance, H&R Block’s line of credit of up to
$1,000. This program welcomes new clients
without requiring a W2. Now is the time to
spread the word in one-on-one interactions as
well as in group settings. Let’s saturate the New
Orleans district…Metairie to the East, Kenner
to Chalmette. Contact me today to discuss your
role in helping to distribute Emerald Advance
information city-wide.
New Orleans District EA Locations:
 1109 Veterans Blvd., Metairie
 2353 St. Claude Ave. New Orleans
 5300 Tchoupitoulas St., New Orleans
 9954 Lake Forest Blvd., New Orleans
 303 W. Esplanade Ave., Kenner
Marketing Coordinator Welcome
Welcome to Preseason! Just like in the
National Football League, tax preseason is
our time to sharpen our skills and plan
ahead for TS15. It’s time to put on our
hypothetical shoulder pads, cleats & jersey,
go out there and WIN!
As you can tell, I’m a football fan! I’d like
to introduce myself to everyone in the
awesome New Orleans district and say hello
to those I’ve already met. My name is
Anisha Vanita Williams and I am your MC.
I am excited to bring my years of expertise
in communications, marketing and
promotions to H&R Block.
My primary role is to support and carry-out
marketing initiatives for each office. If you
have ideas on how we can grow the number
of NEW CLIENTS in our district, I look
forward to speaking with you. Contact me
now at 504-373-0076 or email me at
anisha.williams@hrblock.com.
NOLA/Marrero District distributed water for the
Making Strides Against Breast Cancer walk at
Champions Square, Saturday, Nov. 1.

2. 4th ANNUAL NOLA EAST FRIENDS FEST
NOVEMBER 3, 2014 VOLUME 1, ISSUE 1
H&R Block Booth Receives 100+
Visitors During Event
On Saturday, Oct. 18, H&R Block’s New Orleans
District took part in the 4th Annual NOLA East
Friends Fest. The community organization
Friends of Joe W. Brown Park hosted the day-long
event on Read Blvd. It featured entertainment,
food vendors as well as free health screenings
courtesy of the Daughters of Charity Health
Centers. According to our estimate, more than 100
NOLA East resident and business owners stopped
by the H&R Block booth. The image on the left
shows some of the giveaways available to booth
visitors. Very special thanks to the dedicated CSLs
who took time out of their day to spend a few
hours staffing our booth, including Veronica
Coleman-Hunter (9954 Lake Forest), LaDonna
Sims (Clearview Mall) and Gwen Mullen (111 E.
Judge Perez, Chalmette).
New merchandise, new look…
Have you visited the online company store lately?
If not, check it out today! Stock up on cool H&R
Block gear like newly designed t-shirts, mugs,
travel cups and a whole lot more.
www.hrblock.corpmerchandise.com
Several festival attendees sign-up for tax appointments
and picked up freebies like pens, nail files and mints.
555.555.5555
555.555.5555
555.555.5555
email@address.com
www.webaddress.com

3. NOVEMBER 10, 2014 VOLUME 1, ISSUE 2
Emerald Advance Updates
 For the EA season, offices should use
current TS14 inventory first before
switching to the new card design.
 Select EA clients will receive their new
cards in the mail in early November.
 Select non-EA tax clients will receive their
cards in the mail in January.
 Encourage your clients to bring their new
cards when they come in to the office their
year—and then use throughout TS15.
 Associates who have an Emerald Card will
also have new cards mailed to their
addresses on file by the end of the year.
When you get your new card, just follow
the instructions to activate it.
PREPARING FOR EMERALD ADVANCE
Emerald Advance Kits Arrive
As of Mon., Nov. 3 the New Orleans District is
equipped to get the word out on Emerald
Advance. We have in stock several visibility
items including door hangers, yard signs,
flyers, sticky notes and water bottle labels.
If you’re working in an EA office, I am
looking forward to collaborating with you in
order to let locals know why they should get
an Emerald Card. In last week’s newsletter I
listed our EA offices. THIS WEEK we will
blitz the neighborhoods and businesses
surrounding EA offices.
In addition to our local efforts, the company is
making marketing easier for us with a national
campaign that includes radio commercials,
direct mail to consumers and calling
individuals to set appointments.
Top 5 Reasons To Have An
Emerald Card
1. You could get up to $1,000 line of credit.
2. You can use the EC at ATMs giving you
full-access to available funds.
3. Consumer Reports ranks the EC as
“Excellent” for convenience and safety.
4. Tech-savvy users can download the
EC Mobile Banking App for on-the-go
balance inquiries and transaction history.
5. Get a jump start on Black Friday and
holiday shopping.
The newly redesigned, award-winning Emerald Card is
loaded with features that make it one of the most
recommended prepaid card in the marketplace.

4. WHAT’S IN YOUR MARKETING TOOLBOX?
Introduction to Marketing
Thanks to all the New and Prior CSLs who took
part in the Introduction to Marketing training
sessions on last week. From understanding the
Drumbeat, to Good Neighboring on a regular-
basis—H&R Block makes it easy for tax pros to
take marketing into their own hands.
I hope all of the CSLs are contemplating ways to
implement their individual office-level
marketing ideas and strategies. Remember, I
am here to help execute. Let’s be creative!
Neighborhood Playbook
Don’t forget how to access all the useful
marketing tools included in the TS15
Neighborhood Playbook. Once logged-in to
DNA, you can access it through FAMS. Please
take a moment and revisit the Neighborhood
Playbook as part of your marketing planning
sessions.
This valuable marketing tool provides data and
intelligence to complement your existing
knowledge of the New Orleans market. Fact-
based information serves as a resource in the
development and implementation of your
business and office level plans.
NOVEMBER 10, 2014 VOLUME 1, ISSUE 2
“ALWAYS DO RIGHT. THIS
WILL GRATIFY SOME PEOPLE
AND ASTONISH THE REST.”
–MARK TWAIN
The H&R Block office located at 1037 N. Broad St. in
New Orleans stands out among other nearby
businesses—including two other tax preparers
How does your office stand out?
7 WEEKS UNTIL…
Stock-Up On Company Swag

5. BLOCK PARTY – SATURDAY, NOV. 22
NOVEMBER 17, 2014 VOLUME 1, ISSUE 3
Calling All Tax Pros & Associates
We are only days away from the New Orleans
District’s first Block Party.
Here’s the details:
Saturday, November 22
Noon – 5:00 p.m.
303 W. Esplanade Ave., Kenner
Why W. Esplanade? Well, not only is this an
EA location but it is also an LDO. We are
hoping for as many available tax pros to assist
with this community event. Several
neighboring businesses have agreed to
participate in our Block Party.
The flyer created for this event invites anyone
and everyone who has a tax related question to
stop by our Block Party and speak with a tax
professional. It also states, “We have expertise,
support and flexibility to assist with tax
preparation, personal finances, health care
reform and more.”
Obviously a huge focus of this Block Party is
Emerald Advance which begins on the following
Monday, November, 24. Here’s some fun news,
a local inflatable bounce house company will be
on site with one of their best bounce houses for
the kids to have fun. We also plan to have hot
chocolate, games, prizes and of course valuable
information.
If you have ideas or are interested in helping with
the Block Party, please contact me.
Announcing New Partnership
Partnering with the nonprofit organization
Friends of Joe W. Brown Memorial Park for
the 4th Annual N.O. East Friends Festival
last month continues to open doors allowing
more collaboration opportunities. H&R
Block has been invited to give a tax talk
during the nonprofit’s December meeting.
CSL Veronica Hunter-Coleman will present
tax information relevant to the audience.
This will take place:
Monday, December 1 at 6:00 p.m.
N.O. East Library, 5641 Read Blvd.
If you are interested in assisting with this tax
talk or have a suggestion for another tax talk,
please contact me.
Continued pg. 2

6. INAUGURAL FAT CITY FESTIVAL
NOVEMBER 17, 2014 VOLUME 1, ISSUE 3
Metairie Neighborhood Event
Saturday, Nov. 15 marked the first Fat City
Festival. If you’re not sure, Fat City is considered
the area in Metairie where the H&R Block at 3501
Severn Ave., Suite 14A is located. Taking full
advantage of our district’s membership in the
Jefferson Chamber of Commerce, we participated in
the five-hour event along with several other area
businesses.
The main objectives of participating in the event
were to increase awareness of Emerald Advance.
Festival-goers were thrilled to spend time at the
H&R Block booth and kids of all ages enjoyed
spinning the prize wheel. Some even took advantage
of entering our raffle of $50 off new client tax
preparation.
Friends of Joe W. Brown Memorial
Park (Continued from pg. 1)
In addition to an upcoming tax talk to organization
members, Friends of Joe W. Brown Memorial Park
has expressed great interest in becoming a nonprofit
referral partner. This move will help the New
Orleans District with our goal of acquiring 50
Incremental New Clients. During TS15.
Organization leaders have invited us to participate
with their holiday celebration event “A Winter
Wonderland East of the North Pole.” This event
takes place, Sat., Dec. 13 and includes a toy
giveaway, pictures with Santa Clause, ginger bread
house workshop as well as entertainment. Stay
tuned, more info to come!
Emerald Advance Drumbeat
Week 3: November 17-23
Neighborhood Outreach
Marketing Ideas:
Visit local supermarkets to get Second Look and
Emerald Advance information out
116 Emerald Advance door hangers were placed at
Lakewind East Apartment Homes, 5131 Bundy Rd., in
New Orleans East. This apartment neighborhood is
only one mile from the EA office at 9954 Lake Forest
Blvd. How are you getting the word out on EA?
TOP: Kids wave H&R Block Bam Bam sticks while
New Orleans band Bag of Donuts performs. BOTTOM:
Prize wheel spinners anxiously await outcome.

8. EMERALD ADVANCE IS HERE
NOVEMBER 24, 2014 VOLUME 1, ISSUE 4
All About Visibility
It’s go week at the 5 New Orleans EA offices:
 3501 Severn Ave., Metairie
 5300 Tchoupitoulas St., New Orleans
 2353 St. Claude Ave., New Orleans
 9954 Lake Forest Blvd., New Orleans
 303 W. Esplanade Ave., Kenner
Be sure yard signs are displaying EA
messaging in addition to “Now Open”
signage. If you have to place the signs in the
morning, then remove before closing—do so.
Ahead of the Block Party on Nov. 24th, we
placed 4 double-sided yard signs that
highlight “You could get up to $1,000” and
removed them when the office closed.
New Orleans District Numbers
As of Nov. 24, our district is at 8.45% new
client revenue growth. In order to reach our
EA goal of 20% increase over last year we must
get 505 new clients by Dec. 15th.
We’ve Reached The Peak
We are currently in the peak season for EA.
Now until Dec. 13, let’s work hard to spread
the word and get NEW CLIENTS into our
offices. Based on results from prior years,
this is the week H&R Block sees the most
EA applications. Let’s capitalize!
Our Tchoupitoulas location has multiple yard signs
at the entrances & exits of the shopping center.

9. BLOCK PARTY – 303 W. ESPLANADE
NOVEMBER 24, 2014 VOLUME 1, ISSUE 4
Kenner Block Party
Very special thanks to all who helped with Saturday’s event at 303 W. Esplanade. The Block
Party was successful in regard to increasing visibility and partnering with local businesses. On
the other hand, the chilly weather and forecast for rain may have kept some potential clients
from stopping by.
Who’s Your Office Marketing Ambassador?
Each office in our district should have a designated Office Marketing Ambassador (OMA) who
can help assist the office with local marketing initiatives and execution. This person can be
ANYONE in the office, but must be someone who is willing, able and eager to help grow new
clients for the office. While the CSL is responsible to communicating and executing local
marketing initiatives for the office, the OMA is one who can assist and ensure the entire office is
in the know doer all things marketing. Please let me know your OMA by Dec. 15
We hosted a block party to
kickoff Emerald Advance
this weekend in Kenner.
Several neighboring
businesses took part
including: Metro PCS,
Radioshack, Smoothie
King, Galactic Goods as
well as Crescent City
Inflatables.
The owners of a brand new health, fitness and wellness spa
near our Severn location is offering H&R Block Clients free 5
day passes.
Anisha V. Williams
Marketing Coordinator
New Orleans District
Cell: 504-373-0076
anisha.williams@hrblock.com

10. WEEK 5: EMERALD ADVANCE
DECEMBER 1, 2014 VOLUME 1, ISSUE 5
Partnering With Nonprofit
Organizations
I truly believe nonprofit partnerships can
play a huge role in the New Orleans District
growing new clients. If you are a member of
any nonprofit organization, which
oftentimes includes religious, educational
and charitable organizations—please work
with me to register the group for this
referral program.
Once these partnerships are in place, it will
allow us to have more of a role in
helping/volunteering with the
organization—in which many CSLs are
already taking part in. This is a way for you
to help your preferred nonprofit raise
money.
This Week’s Drumbeat
Plan a tabling event near your H&R Block
office and look for new clients. Visit a big
retailer and ask if you could leave some EA
information for their employees. Put gift
baskets full of candy canes in break room of
Bog Box Retailers. Fill baskets full of EA
marketing collateral. Include some water
bottles. Remember always get approval from
the manager of these locations prior to
placing any material.
Countdown to TS15
Only 30 days remain until TS15 is here.
Amid all of your training as you prepare
for the tax season, keep in mind some of
the marketing tactics and events you’d
like to carry out. If you share some of
these ideas with me now, we can begin
putting the plans in place to ensure a
successful marketing strategy for each
office in the district.
Upcoming Events
Dec. 5 – Distributing EA flyers at City
of Kenner Christmas Village
Dec. 13 – Tabling event at NOLA East
Toy Giveaway

11. EMERALD ADVANCE BY THE NUMBERS
DECEMBER 1, 2014 VOLUME 1, ISSUE 5
Black Friday & Bayou Classic Marketing
During the rush of Black Friday shopping last week, H&R Block was invited to a promotional
event already taking place at T-Mobile in Metairie. We were able to share information on
Emerald Advance to customers looking to spend money on Black Friday deals.
The main event surrounding the 41st Annual Bayou Classic in New Orleans is the football game
between longtime in-state rivals Grambling State University and Southern University. Ahead of
the gridiron battle, myself and the Baton Rouge Marketing Coordinator handed EA wrapped
water bottles to individuals at the Pre-game Fan Fest.
Office Marketing Ambassador Selections
Have you selected your OMA yet? If so, let me know! If not, please do so and let me know who
will lead your office’s marketing initiatives throughout TS15. New CSL’s are more than welcome
to serve as OMA as well as Prior CSL. But if you know someone in your office who enjoys Good
Neighboring, distributing flyers and telling strangers how H&R Block can help them—please
appoint them as your OMA by Dec. 8, 2014.
“NEVER GIVE UP, FOR THAT IS
JUST THE PLACE AND TIME THAT
THE TIDE WILL TURN.”
-HARRIET BEECHER STOWE
This chart shows the
number of EA apps as
of Nov. 27. You can
see, the Pontchartrain
Place office leads the
way with 210
applications thus far!
In total, the New
Orleans District has
completed 690 EA
applications.

12. PARTNERSHIPS & NEW CLIENTS
DECEMBER 8, 2014 VOLUME 1, ISSUE 6
Make This Week Count
New Orleans is on the way to
meeting our Emerald Advance
goal of 20% increase in new
clients. The actual number
of new EA Clients we need is
505 by Dec, 15th. As of Sunday,
we’ve seen 382 new clients.
The chart (top right) shows that our district has processed 1,025 EA applications!
Help keep this momentum going by stepping up and assisting with the many
marketing opportunities you can get involved with across the district.
Local Marketing App
Have you tried this app yet? The Local Marketing App (LMA) can be easily downloaded onto
your work-issued or personal iPhone or iPad. This app can be a great resource at events, Tax
Talks, when setting client tax appointments and when generating leads for future
communications. Information entered into the app will be used to follow-up with the client—
making that one less thing you have to do! Join me for a demonstration of the LMA at 1109
Veterans Blvd. Tuesday at 1:00 p.m.
THE WEEK AHEAD…
Tabling events are planned Tuesday at Tchoupitoulas office (11am) and
Wednesday at Lake Forest office (1pm). The Jefferson Chamber of
Commerce hosts a Christmas Business Card Exchange Thursday from
5:30-7:30 p.m. in Kenner. All are welcome to participate. Saturday we
will have a table setup at the Joe W. Brown Memorial Park for a toy
giveaway with our nonprofit partner. Please let me know if you are
available to help between 11:00 a.m. and 4:00 p.m.

13. DECEMBER 8, 2014 VOLUME 1, ISSUE 6
Latino Community Networking
H&R Block joins local businesses at
networking event that focused on increasing
marketing opportunities to Hispanic
communities in the New Orleans metro area.
The event hosted by Jambalaya News and the
Hispanic Chamber of Commerce in Kenner
offered ideas and partnership leads that will
help us reach the Latino community right now
and throughout TS15. Included in the picture
are Jambalaya News Owner & Editor Brenda
Murphy and Marketing Director Scarlett
Pauiaguer.
OMA Nominations
A special Thank You to CSLs at these locations
for submitting their nomination for Office
Marketing Ambassador:
18197 – 1109 Veterans Blvd.
18209/18412 – 3501 Severn Ave.
18739 – 6600 Franklin Ave.
18224 – 9605 Jefferson Hwy.
18230/18474 – 9954 Lake Forest Blvd.
18400 – 2205 Magazine St.
If you have not selected your OMA, please do so
here using this link as soon as possible.
http://fs30.formsite.com/AVWilliams/form1/index.html
Celebration in the Oaks
The annual New Orleans Christmas tradition at
City Park is in full swing. Organizers call this
“the most spectacular holiday lights festival in
the country.” Last week, H&R Block
distributed more than 100 EA post-it notes by
placing each on a parked car outside the event.
Look close! See the EA yard signs in the bottom picture? Great job
by St. Claude office on using neutral ground to increase visibility!
EA post-its notes on cars parked at Celebration in the Oaks.

14. PROGRESS THROUGH PARTNERSHIPS
DECEMBER 15, 2014 VOLUME 1, ISSUE 7
Toy Giveaway Generates 38 Leads
As you know, obtaining leads while at an
event or during good neighboring is a great
way to get contact information for potential
clients. This information aids in setting
appointments. On, Saturday, Dec. 13 we
assisted our nonprofit partner with their
holiday celebration which included a toy
giveaway to more than 200 kids, pictures
with Santa, holiday train ride around the
park, face painting and gingerbread house
decorating. We collected 38 leads of
potential new clients and distributed EA
flyers.
Celebration In The Oaks
Run/Walk at City Park
H&R Block set up a water bottle distribution
table for the 2 mile Run/Walk held at New
Orleans City Park Dec. 13. This quick pop-up
event was well-received by thirsty runners.
I will be in each office at some point on Monday, Tuesday & Wednesday helping CSLs with
good neighboring and discussing Tax Talk opportunities and plans for ACA Q&A Day. Bring
your ideas and so we can reach our goal of 10 new client appointments per office on Jan. 8.
Holiday celebration with nonprofit partner Friends of Joe
W. Brown Memorial Park in N.O. East.

15. TAX TALKS & ACA Q&A DAY PLANNING
DECEBER 15, 2014 VOLUME 1, ISSUE 7
Tax Talk Scheduling
The New Orleans District needs to
conduct Tax Talks early during
TS15 before we enter peak.
Ideally, we should conduct these
Tax Talks before Jan. 20. Think
about which organizations you’d
like to host a Tax Talk with and
let’s get them scheduled now!
EA: By The Numbers
As of today, our district has processed
1,228 Emerald Advance applications.
3501 Severn 433
2353 St. Claude 326
5300 Tchoupitoulas 224
9954 Lake Forest 204
303 W. Esplanade 41
Great job in making progress on EA! Our
goal is 25% increase in EA New Clients.
Upcoming Events
Jan. 8 – ACA Q&A Day Nationwide
Jan. 12 – Tax Talk at Metairie Church
Jan. 26 – Tax Talk at Humana Metairie
Please let me know if you’re available to
help with any of these events. Even if you
can’t stay the entire time, your help is
appreciated.
Holiday candies featuring EA information sticker.
NOLA Marketing
Coordinator, Anisha
Williams and President
of Jefferson Chamber of
Commerce Todd
Murphy at annual
Christmas Business
Card Exchange. More
than 100 Jefferson
Parish businesses were
represented at this
networking event.

16. TAX TALKS AND ACA Q&A DAY
DECEMBER 22, 2014 VOLUME 1, ISSUE 8
Tax Talk Scheduling
The New Orleans District needs to conduct as many
Tax Talks as we can early during TS15 before we enter
peak. Think about which organizations you’d like to
host a Tax Talk with and let’s get them scheduled now!
ACA Q&A Day – District Goal: 10 New
Client Appointments/ Office on Jan. 8th
Start now while you’re out holiday shopping, share flyers
that highlight H&R Block and the Affordable Care Act.
IMPORTANT NOTE
The TS15 Marketing Kit delivered to each office last
week includes flyers promoting 50% off promotion
beginning Feb. 15th. All door hangers and sticky notes
displaying this should be placed out of site, preferably
under lock and keep. The last thing we want is tax filers
waiting until the promotional period to file.
Upcoming Event Dates
Jan. 8 – ACA Q&A Day
Jan. 12 – Healthcare Tax Talk w/
Mitra Ghaffari at Metairie Church
Jan.23 – Grand Opening at 6600
Franlkin
Jan. 26 – Healthcare Tax Talk w/
Ron Siegultuch at Humana
2205 Magazine St. office shows off new sinage
for TS15 with “It’s refund season” messaging.

17. GOOD NEIGHBORING, GREAT RESULTS
DECEMBER 22, 2014 VOLUME 1, ISSUE 8
EA Sticky Notes at Papa John’s
CSL Jackie Dillard (Williams Blvd. office)
and I were able to get Papa John’s to
place sticky notes on their pizza boxes.
The restaurant manager plans to share
coupons with us when the tax season
arrives. This is a great way to drive sales
for both businesses.
Pepperoni Ray’s Partnership
Another partnership was initiated through
good neighboring near 3135 Gentilly Blvd.
Pepperoni Ray’s on Frenchman St. has
also agreed to place sticky notes on boxes.
Big Airline Tent Event
Our neighbors at Harbor Freight Tools
near (6421 Airline Dr.) are welcoming our
participation in their annual “Blowout
Sale” taking place Fri.-Sun., Jan. 9, 10,
11. The store will have a large tent in the
parking lot with discount items for sale.
We will put up the H&R Block tent with a
goal of bringing in new clients.
Emerald Advance Numbers
The New Orleans district hasn’t reached our
EA goal yet, but we’re so close! 83.14% to
goal to be exact. The aim was to have 505
New EA Clients, we achieved 420 with 71 of
those applications approved!
Opportunity to get more exposure to Papa John’s
customers. Be sure to reach out to these types of
businesses as we get closer to Super Bowl on Feb.1.
Picture to left of
Anisha V. Williams
with Todd Murphy,
President of the
Jefferson
Chamber of
Commerce. More
than 100 Jefferson
Parish businesses
were represented
at the annual
Christmas
Business Card
Exchange in
Kenner.

18. THIS WEEK: STREET TEAM BLITZ
JANUARY 13, 2015 VOLUME 1, ISSUE 9
Executing The Drumbeat
Every office has a Marketing Kit that
should be open and nearly empty by now.
Let’s hit the streets this week to get the
message out that we are open! Every office
should execute a marketing event at least
twice a week to support the Drumbeat.
OMA’s: a CSL’s Secret Weapon
The designation for office Marketing
Ambassador was due Dec. 15th and some
offices still have not shared who is their OMA.
You should look at the OMA as your secret
weapon to accomplishing all the goals we’ve
set for TS15.
When you’re up to your neck in tax returns,
the OMA should be your go to person for
setting tax talks, good neighboring and
helping to grow new clients for the offices.
Important Dates & Events
Thursday, Jan. 15 – Tax Talk at USDA
Tuesday, Jan. 20 – IRS E-File Begins
Thur., Jan. 22 – Tax Talk at Metairie Church
Sunday, Jan. 25 – King Cake Festival
Sunday, Jan. 25 – Rock ‘n’ Roll Marathon
Monday, Jan. 26 – Tax Talk at Humana
Weekly Office Level Market Plan
Below is an example of the weekly planner.
The CSL uses this document to list who,
what, when, where and how each week
their office will implement the weekly
Drumbeat. I, the Marketing Coordinator,
can help CSLs complete this weekly.
Communication Boards
 Drumbeat Calendar
 Updated Marketing Tracker
 Office Visibility Photo
The above named items should always be
posted and up-to-date in each office. I also
encourage you to print out and post the
weekly newsletter!

19. FIRST TASTE OF WINNING IN TS15
JANUARY 13, 2015 VOLUME 1, ISSUE 9
ACA Q&A Day Success
Great job on all you did as office leaders to
ensure a successful ACA Q&A Day last week.
Nationally, the company made more than
97,000 appointments for new and prior clients.
Locally, our district made 234 appointments
on last Thursday, including 14 new client
appointments. Congratulations on exceeding
the company goal of 10 appointments per
office. Special congratulations to the staff at
1037 N. Broad who secured appointments for 5
new clients—the highest in the district.
New Client Growth Update
Every office has a goal of 50 New Clients per
office during TS15. Keep in mind this is
incremental new clients. Meaning, if you had
100 new clients last year, you need 50 more, so
a total of 150 new clients to win this year!
Cricket Wireless Partnership
We have partnered with Cricket Wireless and
Optimal Wireless to carryout marketing events
throughout TS15. On ACA Day, we hosted a
pop-up event at 1037 N. Broad St. Cricket is
currently offering a deal exclusive to H&R
Block clients. It includes a waived activation
fee and a free set of headphones ($60 value).
Pat yourself on the back for excelling when it comes to
office visibility. Many offices used signage, yard signs,
and balloons to ensure everyone passing by knows
“It’s Tax Season!”
It was freezing! But cold weather didn’t stop us from
hailing traffic toward H&R Block.

20. THIS WEEK: OCCUPATION
JANUARY 19, 2015 VOLUME 1, ISSUE 10
Executing The Drumbeat
This week’s Drumbeat focuses on several types of
businesses we can target with flyers, new client
coupons, as well as other partnership opportunities. A
great approach to carrying out the Drumbeat is to
partner with a local trade school to do a Tax Talk on
education credits, planning for 1099, occupational
write-offs, etc.
National Employer Solutions (NES)
All CSLs have received the list of NES participating
businesses. It includes the employers offering
discounted tax preparation to their employees through
H&R Block. I also took the initiative to compile a local
list of the businesses in the New Orleans District.
You are encouraged to use the list to:
 Identify participants near your office
 Contact employers about New Client Coupon
The coupons can be saved to your computer and
emailed to the employer OR you can bring them in
person along with “It’s Refund Season” flyers and
“Affordable Care Act” flyers, all included in the
Marketing Kit sent to each office.
IMPORTANT:
 Don’t distribute coupons or other printed
material without permission.
 Don’t be surprised if they are not aware of the
program.
New Client Growth
Based on the chart above, our district
is down 32.98% in New Client
Growth.
GOAL: 50 New Clients
Reminder that corporate has set a
goal to get 50 incremental new
clients per office, meaning 50 more
than last year for each office.

21. STREET BLITZ IN ACTION
JANUARY 19, 2015 VOLUME 1, ISSUE 10
Mark Your Calendars
Upcoming Events
1/20 – IRS E-file Begins
1/22 at 6:00 p.m. – Metairie Church Tax Talk
1/23 from 12-2 p.m. – Franklin Grand Opening
1/23 from 3-5 p.m. – 4704 Vets Grand Opening
1/25 – Marketing at King Cake Festival
1/25 – Marketing at Rock ‘n’ Roll Marathon
1/26 at 9 a.m. – Humana Tax Talk
WWL-TV Features H&R Block
Last Wednesday, WWL-TV featured H&R Block
during their 10 p.m. newscast. You can still watch
the video online by visiting wwltv.com and
searching “Affordable Care Act Taxes.”
Pictured on right:
Flyers on display at
Enterprise on Gentilly
Blvd., also one of our
National Employer
Solutions partners;
“It’s Refund Season”
post-it notes on cars
at NOLA Home Show;
Flyers on display at
Magazine St.
convenience store.
Below:
Magazine St. CSP Carol Lofton helping to combine
flyers. This is a great idea to distribute more info to
potential new clients at once.
N. Broad TP & OMA Harmony Baston gives Tax Talk
to group of 40 U.S. Dept. of Agriculture Accountants.

22. SUPER BOWL & VISIBILITY
JANUARY 26, 2015 VOLUME 1, ISSUE 11
Marketing to Super Bowl Fans
This Sunday, Feb. 1, 2015, millions of
consumers will tune in to the Super Bowl.
Here’s our chance to tap into a huge market
of local football fans. Show your office team
spirit leading up to game day by hitting
your local pizza spots with box toppers. It’s
up to you to be creative on how you
celebrate success and out National “Get
Your Billions Back America” (GYBBA)
campaign! Read on for more ideas:
1. Pump up the office, create a team,
partner w/ pizza places, sports bars
and sporting good stores to leave
GYBBA flyers (all included in your
Marketing Kit and there are more on
FAMS). Set up a table to talk to
potential new clients, or host a raffle
to collect leads.
2. Throw a Super Bowl (tailgate) Block
Party in front of your office on the
Saturday before. If you are near a
grocery store they will be very busy
as people stock up for weekend
parties.
3. Connect with local sports bars and get
pens and table toppers of our National
Campaign on the tables and
information on their take-out bags or
containers.
Office Visibility Excellence
Check out the pictures above from the
Franklin Ave. office on the day of its
Grand Opening. Great job to these offices
for setting great examples on using all the
tools you have to boost visibility!
 18224
 18233
 18412
 18738
 18739
Continue to send in your visibility
photos so they can be shared across the
district as well as company-wide.

23. NEW LOCATIONS OFFICIALLY OPEN
JANUARY 26, 2015 VOLUME 1, ISSUE 11
Grand Openings/ Ribbon Cutting
On Friday, Jan. 23 we held ribbon cuttings
and grand opening celebrations at 6600
Franklin Ave. and 4704 Veterans Blvd.
These events really let out neighbors and
local businesses know of our presence. Thank
you to all who helped to make these grand
openings festive and fun. Now that we’ve
shown our presence, let’s keep the momentum
going throughout TS15 and work toward
meeting all the goals set before us.
Who Says You Need An MC To
Have A Successful Event
I am amazed at the independence shown by
CSL Jackie Dillard and her initiative to
partner with Metro PCS to hold a tabling
event on Saturday outside the Williams Blvd.
office. Check out the photos below! In
addition to this event, Jackie delivered NES
coupons to Wendy’s, Family Dollar, Office
Depot, McDonalds, FedEx, and Dollar
General. She’s even getting her TPs on board
with marketing initiatives and already
planning a Super Bowl event. Keep up the
phenomenal marketing!
CSL Germain Wharton and TPs Avis James & Gwen Terrel and
DGM James Beason are all smiles as we officially open the doors
at 6600 Franklin Ave.
Photo captions speak volumes of their subject matter,
so spend a moment to explain what’s really going on
in graphs and photographs.
CSL LaDonna Sims, TP Jewlia Love, CSP Mary Blust and MC
Anisha Williams mark the opening of new location at 4704 Veterans
Blvd., formerly located inside Clearview Mall.

24. NOVEMBER 3, 2014
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VOLUME 1, ISSUE 11
NEW CLIENT GROWTH -25.66%
NOLA Can Beat This Goal
The chart to the left shows where each
office stands as it relates to New Client
Growth. Our goal is to get at least 50
new clients above last year. Don’t stress
about these numbers, but do keep them
in mind. YOU CAN DO THIS NOLA!
Metairie Church Tax Talk
Cold & wet weather led to low turnout,
nonetheless, the church wants to
schedule another & we collected 4 leads.
Chalmette MLK Day March
Thanks to CSL Gwen Mullen for
securing a table inside the Sigur Civic
Center in Chalmette where hundreds
gathered after the MLK Day March.
This was a great opportunity to
interact with community and we
collected 16 leads.
The above photo (left) shows great visibility at Chalmette office which was along
the route of the MLK Day March from Chalmette High to the Sigur Center. Photo
on right shows excellent visibility at the Severn office including decorated vehicle,
yard signs & balloons. TP Harry Blust, CSL Mitra Ghaffari are pictured.
Photo captions speak volumes of their subject matter,
so spend a moment to explain what’s really going on
in graphs and photographs.
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