A PLAN FOR YOUR FIRM

YOUR FIRM. YOUR MARKETING. YOUR DECISION.

ONE TO ONE

Now you know how the elements of marketing fit together for accountants, it’s time for the deep dive sessions for your firm specifically. Work one to one with the PF team to document your thoughts, organise your actions and make decisions on what the next best step is for your firm’s marketing.

FOUNDATIONS

WHAT DO I GET?

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Your goals documented: personal, hiring/team, financial, clients, systems and marketing
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Your brand story in detail: a detailed summary of your ideal audience’s character, desires, barriers and your purpose as their guide
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A core website structure: crafted by our content team, based on your goals and brand story, you can use your custom 5-page core structure to build your firm’s website
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A detailed marketing plan: identify your top 5 priorities and we’ll build you a full list of actions you can work through in your marketing, including actions for your brand, website, blogs, social media, webinars, workshops, events….
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A timeline for your priorities: a visual summary of how all your marketing fits into the next year: how long each item will take and who will be responsible for it

YOUR NEXT STEP AFTER ACCELERATOR

WHAT’S THE COST?

Foundations starts at £2,995+VAT and you can either pay all at once, or split the cost into milestone payments.

You’re excited to get going NOW with your marketing. Going through Foundations makes sure you’re going in the right direction, so there’s no wasted time.

WHAT’S INVOLVED

HOW DOES THE
PROCESS WORK?

FIND OUT MORE

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ONBOARDING

A 45 minute call with your CMM to discuss how the sessions run and the weekly homework we’ll set you. You will have a 2 week break between your Foundations sessions so you have time to complete your homework and prepare for the next week.

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GOALS

To make sure your marketing delivers results, we step back to asking the question… what kind of results? What does success mean for you? Together we’ll review and document what you want out of your accounting business (and life) so you know what marketing actions will be best for your firm – and in what priority order.

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BRAND

The biggest problems in marketing show up when you aren’t fully sharing who you are. Much more than your logo, name, or colours, we’ll dig deep into things like….Who do you actually want to work with? Do you have the right firm name, logo, and message for them? What’s your style and tone? Together we’ll decide what (if anything) needs to change so you attract the best clients for you.

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WEBSITE

Your website is your marketing hub. Together we’ll review YOUR clients’ journey, the way you do things, and how your website can be built around that to help prospects decide faster. We’ll identify any changes your website needs, including what pages, in what order, and the messages and call to action which will deliver this.

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PLAN

All the marketing ideas, all the actions you could take, organised into a tidy database of tasks, timelines and summaries. We’ll connect this back to your Goals and Brand sessions, so you start with the marketing actions which help you get to where you want to be, and which are attractive to your perfect clients.

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ACTIONS

You’ll get your full Compass document: a summary of the sessions, including the deliverables of your website structure and marketing plan. Together we’ll review what you’ve learned about your firm and yourself, and you will decide what you want to move on to next. Most firms move to a brand or website project, and/or monthly content marketing support: but it’s entirely your decision.

Booking Foundations for your firm also includes:

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Five individual sessions (each 1.5 hours) with two expert PF team members

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Additional support from the PF creative team (involved in your sessions as needed)

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Dedicated Client Marketing Manager (CMM)

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Private Slack community for your firm

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Personal Foundations workbook in Gsheet format

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Homework questions & “to think about” sections to complete

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Free copy & first access to Karen’s upcoming book “Accountant Marketer”

HEAR FROM OTHER ACCOUNTANTS

HOW IT FEELS

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It was basically marketing therapy. And magic

KAREN KENNEDY Founder, Kennedy Accounting

“Foundations is so much more than just ‘marketing’. When you start digging into your values and your reasons why you do what you do, it manifests itself in how you communicate with prospects and clients. I needed to communicate how strong the community is where I’m from and so because the PF team aren’t from here, I thought they perhaps wouldn’t get just how strong it is but they totally did. It takes a special kind of marketing agency to be able to do that: to really get under your skin.

It was business changing and life changing, because they’re so intertwined.”

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It’s literally like someone has plugged into my brain

MAX MCHUGH Founder, Ocelot Accounting

“I’m honestly blown away by how useful Foundations has been, especially the end product! It’s literally like someone has plugged into my brain and downloaded all the relevant data to my life, business and clients, and then organised it into a tidy database of tasks, timelines and summaries.

I think Foundations would be mega helpful for anyone but especially for someone like me who suffers from chronic archaic ideas… top-level stuff, I think this goes beyond marketing as it’s a hard skill to gently extract these sorts of things from people.”

MEET YOUR TEAM

FOUNDATIONS LEADERS

Sessions are delivered by two Client Marketing Managers (CMMs) who each have extensive experience working with accountants and delivering Foundations for firms all over the world. You’ll have a dedicated CMM, and the support of the whole PF creative team.

TAKE THE FIRST STEP TODAY

You’ll be working with two PF team members in a series of five one-to-one sessions, each for 1.5 hours on Zoom. Sessions are arranged to suit your schedule, with space between sessions to give you time to breathe & process what you’ll do in your firm. You will be given homework in advance of each session.

Choose to pay in full and get started as soon as possible, or pay a deposit to get your chosen dates locked in and start the onboarding and homework today.

As soon as you complete the form, you’ll get a confirmation and some questions to start thinking about, and a member of the PF team will be in touch to book your individual sessions.

WANT TO KNOW IF IT’S FOR YOU? HAVE MORE QUESTIONS?

YOUR QUESTIONS ANSWERED

Here’s everything you need to know based on questions other accountants have asked. If your question isn’t listed here, just ask!


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Can I move through the workshop quicker?

If you want to speed up, we can do 1 session per week, but we don’t recommend this. The feedback we’ve had from clients is you need that time in-between to process everything you’ve gone through in the session and to do your homework. From experience, the best time frame for you is leaving 2 weeks in-between each session.


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What do I need to commit to from my side?

You will be given homework at the end of each session and you do need to complete it ahead of your next session. Homework typically involves reading 2-3 blogs and recording 3-5 videos to share your thoughts on anything we need to know ahead of the session. This means we can use the 1.5 hours in the actual session to dig deeper into the content you’ve shared with us and you’ll get more out of Foundations.


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What happens if I don't do my homework?

Your upcoming session will be rescheduled and your Foundations will take you longer to complete.


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I need a new website. Can I skip straight to that session?

No, you can’t. Before we can write content and design your website, we need to first understand your customer journey and how you want a prospect to move through your website. In order to understand this, we need to understand your brand: what values it’s based on and who it’s for. To know this, we need to know what you are aiming for: your goals. This is why you must start at the beginning of Foundations.