Accountants The Top 5 Lead Generation Sources To Grow Your Firm

Post on 23-Jun-2015

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David Oliver's Top Five Lead Generation Sources for Accountants wanting to grow their firms

Transcript of Accountants The Top 5 Lead Generation Sources To Grow Your Firm

The top 5 MOST profitable

Ways to GROW your firm

We’ve paid the price

Discovered as a result of many mistakesSignificant errorsFailed campaigns Discouraging resultsExpensive and time consuming tests

All - Proven, Tried & Tested

We will cover

• Inbound Model with no selling • Don’t start cold • Be Agile - Launch your own App• Automated Email Marketing• Targeted Telephone Follow Up• Active Referral Scheme

Attracting Buyers NO Selling

Get ‘them’ to come to ‘you’

Only this guy starts Cold

Start With Your Clients

BBATF

Annual Client Survey

Benefits

• Protect Existing Clients• Update key data• Identify opportunities for new work• Generate quality referrals

Have a Referral Scheme

App’s have been the biggest key and the biggest surprise

Be Agile

App Use Dominate Mobile Web

An App is:

The most affordableEffective Productive Efficient

Tool for you to reach & interact with existing & future customers.

This is commonplace

For businesses, the App ecosystem represents a commercial and

customer services opportunity that should not be missed.

The most exciting thing I have seen in

over 45 years of accountancy

What Can An App Do?

Mobile is no. 1 communication channel

Apps will become the interface between a firm and its customers.

Our App is already the face of hundreds of firms, in time it will be the face of thousands.

Calculators, Content & Tools

16 Powerful Calculators

Tax Tables Financial Dates Key Practice InfoClick 2 Call Financial News Precious Metal TrackerBlog Stream Social Media Skype Integration

Photo Receipt Manager Mileage Tracker Income Management

A Permission Based Mobile Communication Channel

A deeply personal connection

Push is the the voice of your App

Lets Have a Closer Look

Emails Push

Inboxes are overflowing Personal connectionData accuracy vital Client manages dataBounce rates high 0% bounce rateOpen rates of 3 – 4% 80% + higher open rate Difficult to send Seconds to sendLegal issues/data protection etc No data stored by you

An App will WIN you clients

Increased Referrals Direct Enquiries App Promotion

Increased Customer Loyalty Hours of Time savedFuture Proof

Effective Email Marketing

The Mechanics of Lead Generation

Sending Successful Emails

Plain Text

Reasons For

• Easy to create – type and send• Consistent display across devices • Can ‘feel’ more personal than HTML emails• May be less ‘salesy’

Reasons Against

• No colours or graphics • No links or ‘click here’• Hard to design and format • Tracking becomes more complex

HTML

With HTML Emails you can do more • Track which emails are opened and by whom• Use images, colours, design and branding• Responsive design • Interactive response

50% open rate on mobiles

Subject Lines• Always write 4 subject lines • Keep it short, ideally below 50 characters • Avoid spam words like – Free, Offer, Save, Help, Percent Off,

Reminder • Inform your reader what they can expect from your email. • Add their name into the subject line • Personalise by industry or geographic area, for example

Accountants in Derby or Tax Review for Derby Vets • Create urgency using words like Alert, Breaking, Update etc.

Send Them to a Landing Page

Targeted Telephone Follow Up

• Quality telephone follow up• Email Opens• Website Visitors• Free Report/Free Content requests• Hot & Warm follow up• Relational Prospecting not Selling• Appointment setting

Blogging

One Blog Updates Everything

Award Winning Firm Use it Daily

What About Content?

What About the Content

1. Share articles from Accountancy Profession2. Guest Bloggers – invite clients and contacts

to post 3. Comment on other news relevant to your

clients4. One personal blog from you per month (or

use a hired editor from our team)