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Category Archives: Follow up

How and when do I set up a waiting list for new clients?

There are only so many hours in the day and as much as you might

How to move onboarding from your head to an actual process

So you’ve got an idea of your onboarding process and are excited to put it

Youtube Subscribers graph
Is Vimeo or YouTube better for posting my accounting firm content?

You’ve decided to use video content for your accountancy firm and gone through the creative

The 7 steps to follow up for your accountancy firm

For many accountants, the lead to sale process seems quite simple.  In your mind, it

When your event is over, the real work begins

Running an event of any kind for your accountancy firm is exciting. Whether it’s a

The fine line between good follow up and stalking

Last week we looked at the fact that follow up is your marketing lifeline. But

Follow up is your marketing lifeline

‘Follow up, and do it forever.’ For those in professional services (which includes accountants), follow

We are PF. You are PF.
Sharing our stories and your stories


@gilliancaughey always brightens up our day and th
@gilliancaughey always brightens up our day and this message was no different 👏

Check out @fearlessfinancials to see how #accountants can use Instagram well to connect with your ideal audience! 🔥

#client #stories #instaforaccountants #victories

Thanks to @millcreek_mom for sharing how she spent
Thanks to @millcreek_mom for sharing how she spent some recent #creativitypillar time 🎨 chalk painting!

As a team, we try to set aside time every couple of weeks to do something creative. 

That looks like something different for each one of us. For some it might be reading, drawing or sketching. For others, it's painting or baking or dancing 💃

Tell us in the comments how you enjoy being creative? 💛

#creativitypillar #values #space #fun

🎉Our team of creatives just keeps on growing an
🎉Our team of creatives just keeps on growing and last week we welcomed Kathy as our newest Assistant Graphic Designer! 🎉

Meaning we now we have a 5 person design team 🤩

Since graduating in Mixed Media and Photography, Kathy has helped several businesses with graphic design and digital marketing. She is passionate about understanding what it takes to create designs which are clear, simple and effective.

Kathy does her best work when surrounded by a talented and inspiring team who she can collaborate with in order to create the best and most powerful designs for our clients 🔥

When she's not designing, you'll find Kathy exploring the countryside with Dylan (her four-legged shadow) in Brighton, sea swimming or working on her latest pet portrait! 🐶

Kathy's personal pillars are:

#familypillar
#oceanpillar
#musicpillar
#dogspillar
#teapillar

and her two core values are: Kindness and Balance.

We're so excited to have you here!

#new #teammember #growth #creativestudio #graphic #designer

NOW HIRING: Operations Director!

In the past mont
NOW HIRING: Operations Director!

In the past month we've taken on three new team members, bringing our numbers up to 18. And a few more to come! 

Hiring more people feels (and is) exciting. It stirs up enthusiasm, reminds us how great our culture truly is, and brings in fresh ideas and perspective.(We tell our newbies their superpower is seeing things with new eyes, and to always share ideas and opinions, because we might be a little "stuck" in our ways!)

So we'll soon be a team of nearly 20 people. We’re creative, we’re collaborative, and we know we can be even more efficient and productive as a team. We need someone whose sole task is dedicated to efficiencies within the company, resource planning, project managing (from prospect to sale to client work), and people managing. 

For this role, the hiring process will be different. Normally the team does literally everything to identify the best candidate, and our MD Karen only comes in at the end for a final interview. This time, there will be more time with the MD, more one to one interviews, and a group interview at the end. 

We’re a remote company, so this role will primarily be remote (with travel to other team members, clients’ offices, and events). We’re starting in Edinburgh or Glasgow but you could be anywhere in the UK for this role. 

The first step is to send a 3 min introductory video, and the link is in our bio and story. There’s also a video from our MD giving a little history about the company. 

If this role is for you, we’d love to see your video. If you know someone who would be great at this role, share this with them or tag them to apply. 

We’re excited to meet our Ops Director! 

#team #creativeagency #nowhiring #operationsdirector #recruiting #jobalert #operations


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