RECENT SESSIONS
Here are some of the most recent PF Lab sessions.
THE BUYER JOURNEY: FIXING GAPS IN YOUR SALES PROCESS TO IMPROVE THE BUYER EXPERIENCE
Your sales journey is much more than just a sequence of steps. It has to connect to your prospects’ emotions and motivations. Once you understand the existing journey people are following, you’ll be able to fill the gaps and help your ideal audience buy from you faster.
LET YOUR WEBSITE DO THE HARD WORK: CREATE THE RIGHT MESSAGE FOR THE BEST LEADS
Is your website bringing you the right leads? Right now, you may feel like your website is either good or good enough. But is it really sending the right message, to the right people? Watch this masterclass to learn how to review your current website messaging to make it’s appealing to the kind of clients who will be the very best fit for you.
CAMPAIGNS-FOCUSED MARKETING: TRACKING THE NUMBERS THAT MATTER TO GET THE RESULTS YOU NEED
The best marketing campaigns are focused on specific, achievable, and measurable marketing goals. Watch this session to learn how to track the numbers that matter and get the results you need!
HOW TO IMPLEMENT SUSTAINABILITY PRACTICES WITHIN YOUR FIRM WITH GUEST SPEAKER, JAMES LIZARS
James Lizars, owner of Thrive, shares his experience of leading a B Corp accounting firm, his passion for incorporating sustainability practices into your firm and tips for how other can consider being more sustainable.
BUILDING ASSETS FOR YOUR SALES SYSTEM
Learn what assets you can build, and how to build them well for your sales process so your follow-up goes smoother and prospects come more ready to buy from your firm.
HOW TO BUILD HEALTHY MARKETING HABITS
Start small and focus on showing up for your audience!
BRIEFS TO CREATE AND COMMUNICATE WHAT YOU NEED
Use these brief documents to help you communicate what you want to create or have designed – either for your in-house marketing team, or for when you outsource to PF, or even doing it yourself!
BLOG POST BRIEF
DESIGN BRIEF
EMAIL BRIEF
TUTORIAL VIDEOS TO SUPPORT
YOUR MARKETING ACTIONS
Get step by step “how to” help with specific areas of your marketing with these tutorial videos from the PF team
HOW TO TRACK YOUR MARKETING NUMBERS
Learn how to get started tracking your marketing numbers with Google Analytics.
HOW TO USE LINKEDIN WELL AS AN ACCOUNTANT
From this tutorial, you’ll learn what LinkedIn is best for, how to use it well, how it differs from other platforms and 3 things you can do today to either get started or boost your LinkedIn presence.
HOW TO USE YOUR TEMPLATE IMAGES IN CANVA
Get help from the PF design team so you can create your own images on Canva which you can use in blogs, on social media and anywhere else you’d like
HOW TO USE TWITTER WELL AS AN ACCOUNTANT
From this tutorial, you’ll learn what Twitter is best for, how to use it well, how it differs from other platforms and 3 things you can do today to either get started or boost your Twitter presence.
HOW TO USE TIKTOK WELL AS AN ACCOUNTANT
From this tutorial, you’ll learn what TikTok is best for, how to use it well, how it differs from other platforms and 3 things you can do today to either get started or boost your TikTok presence.
QUICK SEO WINS
Watch this video to learn the key points of SEO and small and powerful actions you can take to improve your firm’s SEO.
HOW TO USE INSTAGRAM WELL AS AN ACCOUNTANT
From this tutorial, you’ll learn what Instagram is best for, how to use it well, how it differs from other platforms and 3 things you can do today to either get started or boost your Instagram presence.
HOW TO USE FACEBOOK WELL AS AN ACCOUNTANT
From this tutorial, you’ll learn what Facebook is best for, how to use it well, how it differs from other platforms and 3 things you can do today to either get started or boost your Facebook presence.
CHECKLISTS AND TEMPLATES
Use these PF checklists and templates to kick start actions in your marketing. Whether it’s asking a client for a testimonial, or scheduling out your social media, use these resources to get you started (and to keep going!)
TESTIMONIAL TEMPLATE
CASE STUDY TEMPLATE
SEO STARTING PLACE CHECKLIST
REBRAND CHECKLIST
NEW SERVICE CHECKLIST
SALES ASSET & CONTENT CHECKLIST
