Skip to content
Philosophy
Marketing Map
Meet Us
Careers
Coaching
Accelerator
PF Lab
Foundations
Pricing
Our Services
Your Stories
Learning
Blog
Free Resources
START TODAY
TELL US ABOUT
YOU
Step
1
of
8
- Let us start
12%
Let's Start!
Name
*
First
Last
Email
*
Firm Name
Where are you located?
What is your current website URL?
What services are your most profitable (which you want to sell more of)?
What geographical area do you want to serve?
Please specify:
Which of the following marketing do you currently do?
Creating & sharing original content
Social media
Video
Events
Email campaigns
Ads (ie social ads, PPC, etc)
Something else
Please specify:
Your Goals
What does "profitable" look like for your firm? (ie what are the numbers you want to achieve)
Do you plan to hire more team members by the end of the year?
Yes
No
Are you happy with all the systems and software you have in place? (accounts, practice management, CRM, etc)
A definite yes!
Need to revisit some of them
No, not at all
What are your top 3 personal goals?
How many clients do you want to have by the end of the year?
Your Brand
What makes you different from other accountants?
Why does your firm exist?
What kind of words describe your firm right now?
What words do you WISH described your firm?
Are you happy with your logo?
Yes
No
Do you have a branding identity document?
Yes
No
Tick the boxes for the style you want your branding identity to have:
Feminine
Masculine
Young
Mature
Luxury
Economical
Modern
Classic
Playful
Serious
Loud
Quiet
Simple
Complex
Subtle
Obvious
Other
Please specify:
Your Audience
Who is your target audience? Be as specific as possible about the type of people / businesses you want to work with
Do you have any potential niche areas? If so, what are they?
What is the biggest problem many of your clients have?
What other issues do your clients have which come up time and time again?
Your Current Clients
Who is your favorite client?
How long have they been a client?
What type of business is this?
How did they become your client?
What kind of work do you do for them?
Why is this your favourite client?
What fees do they pay annually?
Do they refer business to you?
Yes
No
Not sure
Who is your most profitable client?
What type of business is this? (ie industry)
How long have they been a client?
How did they become a client?
How is this your most profitable client?
What type of work do you do for this client?
What fees do they pay annually?
Do they refer business to you?
Yes
No
Not sure
What is your average fee? (per month)
How long do your clients tend to stay with the firm? (rough guess is okay)
Your Website
How many enquiries do you get per month?
Do you feel like you know where these enquiries come from?
Yes
No
What do you like about your website?
What do you not like about your website?
What platform is your website built on? (WordPress, Rocketspark, Squarespace, Something else, Custom build)
What websites do you like (of any kind of company)?
Are you happy with the website URL you are using (ie wearepf.com), or do you want to change it?
Yes, I'm happy with it
No, I'd like to change it
Your Social Accounts
Which social accounts do you currently have set up?
Facebook
Twitter
Linkedin
Instagram
Youtube
Others
How often do you post to your social accounts?
Which social media platform do your very best clients (or your niche) use the most?
Facebook
Twitter
Linkedin
Instagram
Youtube
Others
What social media platform do you like the best and use the most personally?
Facebook
Twitter
Linkedin
Instagram
Youtube
Others
Your Content
Do you have a blog on your current site?
How often do you write new blog posts?
How involved is your team in creating content for the firm (blog posts, social posts, video, etc)
How good is your SEO (search engine optimisation), or do you know?
Do you have a 'bank' of high quality or personalised photographs you can use in your own marketing? (Images which belong to you or have been licensed for your use)
Yes we have!
No, but we'd love to
Consent checkbox
*
I consent to having The Profitable Firm collect this data.
Comments
This field is for validation purposes and should be left unchanged.
Philosophy
Marketing Map
Meet Us
Careers
Coaching
Accelerator
PF Lab
Foundations
Pricing
Our Services
Your Stories
Learning
Blog
Free Resources
SIGN UP HERE