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Tag Archives: process

How to build and use a client acceptance process so you only work with the best clients for you

You CAN choose who you work with. Whether you’re just starting out or you’re an

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

traffic light wait signal
What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?

You just got a new lead. Maybe even a few of them. How do you

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

How to create YOUR process, your way, to convert the right leads

Your prospects may use a range of different software and systems but as you are

Getting leads are not the problem.
Getting leads isn’t the problem – our firm has plenty (and many are good). Do we ease back on marketing now?

Getting leads is one thing: but what happens when – due to all the marketing

The personal element has the greatest impact
The personal element has the greatest impact

“You need to have the machine, and you also need the human element.”  My friend

Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot

Sketchnotes brand
Glimpse into the “three stage” level of brand work

Last week I had Col, our head of Branding, round and we talked about our

We are PF. You are PF.
Sharing our stories and your stories


Have you explored the Free Resources page on PF’
Have you explored the Free Resources page on PF’s website yet?

There’s something for every type of learner - whether you like to watch videos, read blogs, or take action with the templates.

Follow the link in our bio to get there quickly. 

#freeresourcesforaccountants #accountingmarketing #marketingforaccountants #wearepf

AI is one of the best tools around right now – I u
AI is one of the best tools around right now - I use it every single day to speed up my work. But if you aren’t keeping an eye on what it puts out (and what you put in!), you may end up sounding generic, robotic, or corny.

This is just a couple of tips to help you get the best out of AI:
Be specific with prompts
Feed it your brand voice
Question everything it tells you
Ban the buzzwords.

The goal isn't to replace your expertise - it's to help you share it better.

Need help with marketing strategy that actually sounds like you and wins you ideal clients? 

Newsletter sign up in bio 👆

#BrandVoiceTips #MarketingWithAI #AIContentCreation #SmarterMarketing #EthicalMarketing

I mean, if the sky is trying to tell you something
I mean, if the sky is trying to tell you something then you have to listen right?

#WeLoveAccountants #IdealClients #MarketingForAccountants #MarketingStrategy

Our @kellidoorne is heading to Dublin! ✈️

We'
Our @kellidoorne is heading to Dublin! ✈️

We're buzzing that our marketing strategist @kellidoorne is speaking at the BKR International EMEA Regional Conference on June 14-16.

Her session "Human Strategy Meets AI - Finding the Balance" is all about using AI tools smartly whilst keeping your brand voice intact. Perfect for accountants who want to work with AI, not be replaced by it.

The whole lineup looks brilliant - practical sessions you can actually use in your firm straight away.

Proud of our team taking PF's marketing expertise to stages around the world! 🌍

#TeamPF #BKRInternational #Dublin #AccountingMarketing #AIStrategy #ProudMoment


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    • Careers
  • Free resources
    • Blog
  • START TODAY
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