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The 7 steps to follow up for your accountancy firm
The 7 steps to follow up for your accountancy firm

For many accountants, the lead to sale process seems quite simple.  In your mind, it goes like this: Get lead Send proposal Get the work (or not) Then it’s time to go back to step 1. And this would be brilliant if the process did actually work that way! Simple, easy, and we can all […]

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When your event is over, the real work begins
When your event is over, the real work begins

Running an event of any kind for your accountancy firm is exciting. Whether it’s a small gathering of 10 clients in your downstairs boardroom, or a massive event for hundreds of people held in a top-class venue, there’s always a bit of a ‘buzz’ around it. You give your presentation – or a guest speaker […]

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The fine line between good follow up and stalking
The fine line between good follow up and stalking

Last week we looked at the fact that follow up is your marketing lifeline. But how do you manage the follow up process so that you stay steadily connected, in a good way – and you don’t become the stalker who turns prospects away because you’re TOO keen? First, I should point out that for […]

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Follow up is your marketing lifeline
Follow up is your marketing lifeline

‘Follow up, and do it forever.’ For those in professional services (which includes accountants), follow up is not only important – it’s your marketing lifeline. Follow up is an area which many accountants struggle with – mostly because of the tendency to get really excited about new prospects. Prospecting and new clients are fun, and […]

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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.

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