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

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