Accountants The Top 5 Lead Generation Sources To Grow Your Firm

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The top 5 MOST profitable Ways to GROW your firm

description

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

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The top 5 MOST profitable

Ways to GROW your firm

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We’ve paid the price

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

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All - Proven, Tried & Tested

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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

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Attracting Buyers NO Selling

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Get ‘them’ to come to ‘you’

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Only this guy starts Cold

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Start With Your Clients

BBATF

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Annual Client Survey

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Benefits

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

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Have a Referral Scheme

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

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Be Agile

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App Use Dominate Mobile Web

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An App is:

The most affordableEffective Productive Efficient

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

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This is commonplace

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For businesses, the App ecosystem represents a commercial and

customer services opportunity that should not be missed.

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The most exciting thing I have seen in

over 45 years of accountancy

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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.

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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

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A Permission Based Mobile Communication Channel

A deeply personal connection

Push is the the voice of your App

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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

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An App will WIN you clients

Increased Referrals Direct Enquiries App Promotion

Increased Customer Loyalty Hours of Time savedFuture Proof

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Effective Email Marketing

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The Mechanics of Lead Generation

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Sending Successful Emails

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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

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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

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50% open rate on mobiles

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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.

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Send Them to a Landing Page

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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

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Blogging

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One Blog Updates Everything

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Award Winning Firm Use it Daily

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What About Content?

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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)

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