Schedule A Demo & Learn How We Can Help Your Firm Discover Client’s Niche Accounting Needs
Knowing which services your clients desire is imperative towards your firm’s success.
We all have unique skills that set us apart from our competitors. Do you have a system in place that monitors which niche services your clients clamor without having to reach out individually? Find out the distinct needs of your clients.
Through sending out newsletters to your contacts twice a month, you will find which content is most important to each individual. Allow yourself the ability to sit back and see what your prospects and clients are interested in pursuing through click activity.
Fill out the form here and a member of our team will contact you to set a meeting that will show you how our simple digital marketing tools can help you consistently reach and nurture clients and convert more prospects. You can also use our chat feature in the lower-right corner to chat with a representative during regular business hours to schedule a demo now.
Meaningful Business Intelligence
We know you’d like to differentiate your accounting firm in a competitive marketplace. Our reporting tools enable you regularly generate impressions with clients, prospects and referral sources and glean data that makes all your digital interactions more meaningful, efficient and profitable. Our actionable business intelligence helps you generate leads, increase client loyalty and build better relationships with prospects.
Compelling Content To Engage Your Contacts
You won’t have to regularly write articles for your email newsletter because we’re doing the hard part for you. Our digital marketing system is stocked with a library of captivating, informative articles for your CPA firm to use in your email newsletter. In addition to our evergreen content, we maintain a commitment to regularly produce fresh new articles on timely issues affecting your readers every two weeks.
Lead Generation With Trigger Articles
Our Trigger Articles with alerts, and other specialized lead generation content, allow you to choose articles for publication in your email newsletter that are specifically written to deliver you warm leads based on reader response. When an article is read with an obvious tie-in to your services, you will receive an email alert. This feature enables you to quickly and easily follow up and begin conversations with warm prospects.
Centralized Database Housing All Your Contacts
One of the most daunting aspects of email marketing is building a robust database. You might have contacts scattered about in your CRM, Outlook databases, LinkedIn and other many other sources. Why not pool all your important contacts and centralize them within one cohesive, trackable email marketing system? We’ll work with you to gather your existing client, prospect and referral source contact information, and quickly get you started by laying the foundation for your marketing database.