1. January 2012 SundayMondayTuesdayWednesdayThursdayFridaySaturday 1 Write your custom Office plans in this space Company Holiday 2 Company Holiday 3 Welcome Back! Choose one activity you will execute every day during January to grow your business 4 Set up a tax talk around your area and promote FREE 1040 EZ. 5 Tweet/Facebook the FREE 1040 EZ promotion to your friends and family 6 Staff a table outside the office during high traffic time 7 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 8 Go good neighboring and introduce yourself to other retail organizations 9 Target National Employer Solutions Partners (Use coupons supplied by Marketing). 10 Take Employer Solutions coupons to area businesses. Use coupons supplied by marketing 11 Take Pull tab flyers and place on bulletin boards (Groceries, library, Laundromat, Starbucks 12 Contact an apartment complex (Tax Talk, Flyers, Drop Off). 13 Take FREE 1040 EZ flyers to businesses in plaza and ask them to distribute with Paycheck/W2s 14 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 15 Place Tent Cards on tables at food courts of malls 16 Pass out flyers ay high traffic train stations or bus stops. 17 Attend college campus sporting event with FREE 1040 EZ Flyers. 18 Set up a tax for teachers in your area. 19. Offer advice to parents and teachers at schools that participated in the Dollars and Sense (or promote the program). 20 Staff a table outside the office during high traffic time. 21 Attend college sporting events and pass out FREE 1040 EZ flyers. 22 Go good neighboring and introduce yourself to other retail organizations 23 Set up a tax talk around your area 24 Send postcard to your neighbors inviting them to make an appointment 25 Set up/deliver Tax Talks at local churches, temple, or worship centers 26 Pass out flyers at high traffic train stations or bus stops. 27 Place door hangers at your apartment building or neighborhood with your business cards 28 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 29 Tweet/Facebook the FREE 1040 EZ promotion to your friends and family. 30. Wear H&R Block pin or branded material 31. Drop off your business cards while doing your errands (bank, supermarket, dry cleaner, etc.) Visibility Week Owning Your Neighborhood Week Education Week Employer Week Associate Marketing Plan Peak Week: make phone calls & set up activities if there’s no time to get out of the office!

2. February 2012 SundayMondayTuesdayWednesdayThursdayFridaySaturday Last 4 days for the FREE RAC program. Make sure you have distributed all your Marketing Kit RAC Materials! 1 Choose one activity you will execute every day during to grow your business. With 1040 EZ 2 Send an email with your bio link to friends & family or post it to Facebook. 3 Post your bio at the post office bulletin board. 4 Post your bio at your local grocery store. 5 Attend a Superbowl party and hand out tax tips/bios. 6 Partner with a local retailer to put flyers at checkout 7 Wear your HRB pin outside of work. 8 Table event at local gym late afternoon. 9 Go good neighboring and introduce yourself to other retail organizations 10 Good neighbor: target Latino areas with FREE 1040 EZ and settlement products. 11 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 12. When ordering gifts for your Valentine, ask the vendor to leave some flyers at their desk 13 Good neighbor with sweets for Valentine’s day and include Tax Pro Bio. 14. Drop off Valentine’s Day chocolates to your neighbors 15. Deliver a Tax Talk at local Government agency. 16. Go good neighboring and introduce yourself to other retail organizations 17 Staff a table outside the office during high traffic time. 18 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 19. Pass out flyers at big events such as: circus, theater, Disney on Ice 20 Set up/deliver a Tax Talk at local Government agency 21 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 22 Visit hospitals and place flyers in waiting rooms 23 Set up table/deliver a Tax Talk at a top employer in your area 24 Staff a table outside the office during high traffic time 25 Pass out flyers in high traffic area (or outside of the office if it has local foot traffic). 26. Go to local convenience store and discuss possible Post-Its on newspapers, etc 27 Pass your bio out to your friends and ask them for a referral. 28 Staff a table outside the office during high traffic time. 29 Staff a table outside the office during high traffic time. Good Neighboring Week Top 5 Employers Week Top 5 Employers Week Last Chance for FREE 1040 EZ Last Chance for FREE 1040 EZ Peak Week: make phone calls & set up activities if there’s no time to get out of the office! Associate Marketing Plan

3. March 2012 SundayMondayTuesdayWednesdayThursdayFridaySaturday 1 Tweet/Facebook the FREE Second Look promotion to your friends and family. 2 Staff a table outside the office during high traffic time. 3 Choose one activity you will execute every day during March to grow your business with Second Look. 4. Change outside visibility items 5 Good neighbor: target 10 – 15 employees that work at your mall or nearby malls. 6 Set up and conduct a Second Look Event. 7 Participate in a Second Look Event before March ends. 8 S et up Second Look Event with charity/ volunteer and community organizations. 9 Staff a table outside the office during high traffic time. 10. Visit all stores or businesses around your office and talk about Second Look Event opportunities. 11. Visit Irish Pubs and promote Second Look. 12. Fax Flyer SL to business fax numbers listed on Chamber of Commerce site. 13 Setup a Big Box Retailer Tax Talk (Sears/Wal-Mart, Target, etc.). 14. Bowling Alley-staff a table during league night. 15 Attend a local St. Patrick’s Day event and network. 16 St. Patrick’s Day Luck of the Irish promotion. 17 Participate in a St. Patrick’s Day parade or event. 18. Wear H&R Block pin or branded material. 19 Hang pull tab flyers re. Second Look on Community bulletin boards (grocery stores, library, Laundromat). 20 Visit your National Employer Solutions partner and promote Second Look. 21 Place Second Look flyers in waiting rooms (mechanic, doctor, hospital, dentist). 22 Contact Occupational Groups (hospitals, civil service groups) about Second Look 23 Staff a table outside the office during high traffic time 24 Visit hairdresser, nail salon & barbershop and place Second Look flyers 25. Tweet/Facebook the FREE Second Look promotion to your friends and family. 26. Go good neighboring and introduce yourself to retail organizations. 27 Do you belong to a local organization? See if you can make announce/ tax tips, etc. 28 Offer Second Look to parents of college students regarding education credits. 29 Do a Second Look Drop Off at a community college. 30 Contact a local community college. Do a Drop Off Event for Second Look. 31 Staff a table outside the office during high traffic time. Second Look Event Week St. Patrick’s Day Week Occupational Week Second Look Awareness Week Education Week Associate Marketing Plan

4. April 2012 SundayMonday Tuesday WednesdayThursdayFridaySaturday 1 Promote Free Extension to everyone you know. 2 Tweet/Facebook the FREE Extension Filing promotion to your friends and family. 3 Attend a small business networking event, promote free extension 4 Go good neighboring and introduce yourself to other retail organizations 5 HRB Pin Day – Wear your pin outside of work and answer questions to customers. 6 Distribute last minute filer flyers to shopping centers/malls 7 Set up a table in a mall (outlet mall) to pitch Free Extension Filing. 8 Distribute last minute filer flyers (shopping centers and malls). 9 Good neighboring, promoting Free Extensions 10 Post your bio at the post office bulletin board 11 Hand out your business cards at lunch offsite. 12 Distribute last minute filer flyers (shopping centers and malls).. 13 Staff a table outside w/ Music or HRB Video. 14 Staff a table outside w/ Music or HRB Video. 15 Go good neighboring and introduce yourself to other retail organizations 16 Distribute last minute filer flyers (shopping centers and malls). 1718192021 22 Catch up on New Client Second Looks 23 Catch up on New Client Second Looks 24 Catch up on New Client Second Looks 25 Catch up on New Client Second Looks 26 Catch up on New Client Second Looks 27 Catch up on New Client Second Looks 28 Catch up on New Client Second Looks 2930 Visibility Week Home Stretch Week Closing Strong Associate Marketing Plan