YOUR SUPPORT AND COMMUNITY

EXPERIMENT. LEARN THINGS. MAKE CONNECTIONS.

LEARNING + SUPPORT

The PF Lab is your community for support and help from the PF team, live coaching and feedback on the content you create, and deep dive training sessions on specific areas in your accounting business. It’s for accountants who want to move fast, try things, and get support as you do it.

COMING SOON

UPCOMING SESSIONS

Every month, we’ll hold at least one training & coaching deep dive session, based on the areas of marketing you need help and support with.

Sessions include topics such as:

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Prequalifying:

How to make sure your clients are ready
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Onboarding:

Building a system which gives you the best clients
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Hiring:

Creating a hiring system to bring you the team members right for your firm
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Culture & Values:

Identifying your values and integrating them into your hiring and other processes

RESOURCES AND SUPPORT

INCLUDED WHEN
YOU JOIN

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One to one coaching session with Karen (founder)

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FREE access to any Lab training session on a deep dive topic

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Opportunity to request additional training sessions

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Private Slack community with fellow Lab members

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Exclusive to accountants only

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PF Vault items to help you create content (checklists, worksheets, workbooks, templates)

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Access to recordings of any previous training & Lab sessions

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

YOUR EXCLUSIVE

LAB RESOURCES

When you join the PF Lab, you’ll get access to all these resources which help support your marketing:

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Briefs to help you create and communicate what you need

(i.e. blogs, design, emails)
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Tutorial videos to support your marketing actions

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Checklists and templates to help you kick start actions in your marketing

(and keep going!)

MEET YOUR TEAM

LAB LEADERS

Lab sessions and group coaching are delivered by various members of the PF creative team, depending on the topic. (For example, a training session on design would be led by one of our designers.) Meet your team – and introduce yourself to us as well!

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Marketing is a fundamental part of changing our business

GEORGI ROLLINGS, Starfish Accounting

Marketing is not just about getting new clients. It’s making sure the people you sign up are happy and that the clients you already have are kept happy. It’s a whole lot more than I thought. So because of that, it’s one of the most fundamental things you can invest in as an accounting firm owner. There are only a few things now I would borrow money in order to be able to keep going with, and one of those is PF. It feels like it’s business critical, not something which is fit in around the edges trying to get more stuff in, but a fundamental part of changing the business.

MONTH TO MONTH ROLLING MEMBERSHIP

HOW MUCH IS IT?

A Lab membership costs £99/mo.

There’s no long term commitment for Lab members: join whenever you like, stay as long as you need (or just try it for a few months). You could even join just one session on its own and decide on monthly membership later.

JOIN TODAY!

Join Lab anytime on a monthly rolling membership. As soon as you complete the form, we’ll give you a private login to the PF Vault with access to all the training recordings, bonus resources, private Slack group, and your one-to-one call.

STILL DECIDING? NEED MORE INFO?

YOUR QUESTIONS ANSWERED

You may be considering Lab in addition to (or instead of) other great options within PF. Get all your questions answered here! If you’re still not sure, complete the diagnostic to tell us more about where your firm is at right now.


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When do the training and coaching sessions run?

There is at least one training and coaching deep dive session per month and the time of each session varies. We’ll keep you up to date on Slack and by email on all upcoming sessions so you can come along to as many as you want to.


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What if I miss a session?

If you can’t make the live session, the recording will be posted in Slack and in your CustomerHub so you can go back and watch it in your own time.


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Can I bring a team member with me to a training session?

Your marketing will be more powerful when your team is involved so if you have a team, we recommend you sign up for the team membership option. This means your whole team can come to every session and they will be a part of the Slack community.


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How long do I have to join for?

The monthly membership option is monthly rolling so there is no long term commitment for Lab members. You can join whenever you like and stay as long as you need. You can even join a session on its own and then decide on a monthly membership later.