Motivating taxpayers to choose H&R Block.

Orange Call Out

“[Sensible Marketer] has been integral to the success of H&R Block Canada’s direct marketing strategy and implementation. Their expertise in… email marketing has helped us to grow clients, sell incremental services and products, drive engagement, and protect existing customers.”

David Loria, Director Marketing

H&R Block Canada

About H&R Block Canada
H&R Block Canada has served taxpayers for over 60 years in nearly 1,000 offices across the country. Using the latest technology, their team of Tax Experts prepares all types of returns, including personal, small business, corporate, farm, trucker, fishing, U.S., rental, and estate. Headquartered in Calgary, Alberta, with retail locations and tax software for self-filing, they’re able to prepare tax returns for all Canadians, no matter where they are.

Map of North America With Canada Highlighted

H&R Block is committed to making Canadians’ tax experiences the best they can be. As a seasonal business, they needed a reliable team who could scale up during tax season, to build loyalty through personalized communications, and ensure Canadians file on time to get the benefits and credits they’re entitled to and their maximum refund.*

Marketing Solutions

With compressed timelines and no room for error, no tax season has been the same. For more than five years, H&R Block Canada has chosen Sensible Marketer for: 

  • Marketing Strategy & Campaigns
    In-house expertise for strategy on customer base management and data.
  • Email Development
    Management and development of custom-built HTML emails to maximize branding.
  • Marketing Automations
    Triggered and seasonal automations to ensure tax filers meet the CRA deadline.

The Results

Emails Sent In Tax Season

Arrow up icon

12.1M

Campaigns in Tax Season

Arrow up icon

34

Email Platforms Used

Arrow up icon

3

Scaling campaigns, growing clients.

Since 2017, Sensible Marketer has worked alongside the team at H&R Block to help Canadians get the most back. With taxes, relationships matter and accuracy cannot be jeopardized.

Every year, Sensible Marketer builds strategies and campaigns to help grow the customer base, supporting Refer-a-Friend, promotional, and winback programs, and identifying new opportunities to reach customers.

While growing the customer base is important, Sensible Marketer holds accountability with retention as well. With email being a primary vehicle to communicate with customers, the team collaborates with the business to drive urgency and action from Canadian taxpayers.

Throughout the years, the Sensible Marketer team finds ways to build new, innovative campaigns using data, automation, and AI to deliver an improved customer experience.

Discover our client spotlights

ATCOenergy

Powering relationships for customer growth

Arrow up icon

Loyalty & Retention

ATCOenergy recognized the need to actively engage their customers at every stage of the lifecycle to boost retention and revenue. But, with various stakeholders, limited processes, and a lean team juggling competing priorities, it was difficult to get personalized emails out the door. That’s where Sensible Marketer stepped in.

Read Their Story

Global Manufacturing Client

Advisory & Consulting

Arrow up icon

8 Systems Analyzed

The marketing department of a global manufacturing company needed to demonstrate ROI to secure budgets from their new, financially focused C-suite team. With a small yet highly skilled team, they needed assistance with leadership alignment to move forward. 

Read Their Story

Global Manufacturer

Creating the path to attribution.

Arrow up icon

Advisory & Consulting

This client’s marketing team had their health metrics in the right place—CPMs and CPCs were looking good. The team had an impressive tech stack, but needed help with the path to marketing attribution, with insights and results for the global team.

Read Their Story

Kate Hewko

Rebels unleashed

Arrow up icon

1

As both a fashionista and entrepreneur, Kate invests in her company’s success by keeping ahead of trends. So, when our branding team identified opportunities to boost her rebellious brand archetype, she was all in.

Read Their Story

Hopewell Residential

Automation Campaigns

Arrow up icon

12+

Hopewell Residential knew their marketing automations could serve homebuyers better, and wanted to ensure Sales reached out to the right prospects. So they knocked on Sensible Marketer’s door.

Read Their Story

H&R Block Canada

Emails sent in Tax Season

Arrow up icon

12.1M

As a seasonal business, they needed a reliable team who could scale up during tax season, and then build customer loyalty through personalized communications to ensure Canadians file on time.

Read Their Story

Signal Hill Community Association

Development & CRM

Arrow up icon

Members

The SHCA knows bringing people together and fostering relationships is essential. They needed an upgrade as charming as their neighborhoods to keep residents engaged while generating revenue to fund events and amenities.

Read Their Story

ShowPass

Click throughs

Arrow up icon

2.91%

Showpass needed marketing expertise from an agency that understood agile principles and could help attract event organizers, event goers, and ultimately, investors.

Read Their Story

Want to see if we are the marketing agency you've been looking for?

Calendar icon

Book a free 1-hour marketing consult or ask us a question

Please enable JavaScript in your browser to complete this form.