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So you’ve got an idea of your onboarding process and are excited to put it into action (if you don’t have one yet, check out our onboarding kit). Then you ask yourself, how do I get started? What pages and forms do I need? Will the process be manual or automated? The list goes on. […]
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You’ve decided to use video content for your accountancy firm and gone through the creative process of producing what you’re absolutely sure is compelling content for your future clients. Now that your video is ready, where do you publish it? Do you post it to Vimeo or YouTube? Where you post your video content makes […]
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For many accountants, the lead to sale process seems quite simple. In your mind, it goes like this: Get lead Send proposal Get the work (or not) Then it’s time to go back to step 1. And this would be brilliant if the process did actually work that way! Simple, easy, and we can all […]
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Running an event of any kind for your accountancy firm is exciting. Whether it’s a small gathering of 10 clients in your downstairs boardroom, or a massive event for hundreds of people held in a top-class venue, there’s always a bit of a ‘buzz’ around it. You give your presentation – or a guest speaker […]
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Last week we looked at the fact that follow up is your marketing lifeline. But how do you manage the follow up process so that you stay steadily connected, in a good way – and you don’t become the stalker who turns prospects away because you’re TOO keen? First, I should point out that for […]
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‘Follow up, and do it forever.’ For those in professional services (which includes accountants), follow up is not only important – it’s your marketing lifeline. Follow up is an area which many accountants struggle with – mostly because of the tendency to get really excited about new prospects. Prospecting and new clients are fun, and […]
Read MoreFrom cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.
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