marketing

7 tips to keep the clients you have

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new revenue may be closer than you think.

by sandi smith cpa
accountant’s accelerator

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor between people is at an all-time low. so you might want to think about re-directing a portion of your marketing attention on your existing client base instead of networking for new clients.

i’ve met a lot of business owners who have trouble getting their employees to sell while they’re on site, and i’ve also heard from some customers who’ve remarked that their vendors don’t stay in touch with them. so here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.

sandi smith
sandi smith

more from sandi smith at 卡塔尔世界杯常规比赛时间: • how to attract clients like a magnet • eleven easy ways to deliver more value to clients•five things accountants take for granted that costs them revenue • what’s in your new client funnel? • what’s in your welcome kit for new prospects? • five fun and easy ways to wow your clients • six ways to give yourself a raise
• strategies to stop losing business to competitors • five tips to manage your ‘overwhelm’ level • easy ideas for a quick business boost • four new mega-trend marketing strategies • how to stop leaving money on the table

  1. change your attitude about staying in touch with your client.you might feel like you don’t want to “bother” your client, but i bet your client would be delighted to get a phone call out of the blue, especially if you have an idea that will save them time or money. they already trust you, so find out how you can help them even more than you already are. read more →

get real: 15 questions for achievable growth

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  first, understand your firm. by bruce w. marcus professional services marketing 3.0 in building a growth plan for your firm, perspective is important. objectives, clearly defined as they should be, should not be overwhelming. nor should they be adhered … continued

how to attract clients like a magnet

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10 tips to build an irresistible reputation.

by sandi smith, cpa
accountant’s accelerator

if you’re an expert at something, don’t be the best-kept secret on your block. get the word out about what you can offer others, and one way to do that easily, especially if you’re an accountant, is to build your reputation.

here are 10 quick tips to boost yours.

1. get credentialed, certified, or educated. a good credential, and the cpa is pretty much the gold standard, will get you instant credibility with your prospects and clients. you are simply treated better and respected more when you’ve earned a credential that others recognize.

sandi smith

more from sandi smith at 卡塔尔世界杯常规比赛时间:

• eleven easy ways to deliver more value to clients • five things accountants take for granted that costs them revenue
• what’s in your new client funnel?
• what’s in your welcome kit for new prospects?
• five fun and easy ways to wow your clients
• six ways to give yourself a raise
• strategies to stop losing business to competitors
• five tips to manage your ‘overwhelm’ level
• easy ideas for a quick business boost
• four new mega-trend marketing strategies
• how to stop leaving money on the table

2. create a results-oriented biography. let people know what you’ve accomplished so far in your career and what you’re capable of doing for them by writing a great bio that represents you well. read more →

nine networking tips to speed sales and referrals

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keep in mind: it takes up to six months before people get to know you well enough to refer you.

sandi smith

by sandi smith, cpa
卡塔尔世界杯常规比赛时间 / accountant’s accelerator

networking is an essential part of building your business. whether you network locally, nationally, or internationally, there are some tips that are common to all businesses.

more from sandi smith at 卡塔尔世界杯常规比赛时间:

• five things accountants take for granted that costs them revenue
• what’s in your new client funnel?
• what’s in your welcome kit for new prospects?
• five fun and easy ways to wow your clients
• six ways to give yourself a raise
• strategies to stop losing business to competitors
• five tips to manage your ‘overwhelm’ level
• easy ideas for a quick business boost
• four new mega-trend marketing strategies
• how to stop leaving money on the table

1. be crystal clear about what you do and how people can use you. also know exactly who your ideal client is in case you’re asked. if you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they wanted to.

read more →

five things accountants take for granted that costs them real money

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what we know that clients don’t even know they need.

by sandi leyva

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more sandi leyva: what’s in your new client funnel?  |  what’s in your welcome kit for new prospects?  |  five fun and easy ways to wow your clients   |  six ways to give yourself a raise   |  strategies to stop losing business to competitors  |  five tips to manage your ‘overwhelm’ level  |  easy ideas for a quick business boost  |  four new mega-trend marketing strategies |  how to stop leaving money on the table

1. clients do not know how to evaluate our technical skills.

read more →

what’s in your new client funnel?

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 three simple questions to test your revenue forecast.

sandi smith
sandi smith

by sandi smith, cpa
accountant’s accelerator

you may have heard about the marketing funnel before.  there are lots of variations, and i want to cover it in a way that helps us examine our mix of products, services, and prices.

the funnel can be pictured like a big “v.”  at the top, wide-open part, there are a lot of prospects interested in your services and products.  at the bottom, narrow part, there are a few select customers who buy the most from you.

see more from sandi smith at 卡塔尔世界杯常规比赛时间 (log in now or 2022世界杯足球排名 membership here):

what’s in your welcome kit for new prospects?
five fun and easy ways to wow your clients
six ways to give yourself a raise
strategies to stop losing business to competitors
five tips to manage your ‘overwhelm’ level
easy ideas for a quick business boost
four new mega-trend marketing strategies
how to stop leaving money on the table

near the top, you will have all of your lowest-cost offerings, perhaps those under $100.  in the middle, your medium-priced products and services will be positioned, and at the narrow, bottom, you will have your most expensive offerings.

the funnel is a fairly simple concept; however, we can glean quite a bit if we ask ourselves these questions: read more →

the cpa’s castle is crumbling

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is change coming too fast for firms to handle? by bruce w. marcus professional services marketing 3.0 i’m puzzled by the accounting firm that continues to function today as it did many decades ago – in so many areas, as … continued

10 key questions to ask before you try crm

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choosing a crm system can be tricky. here are some pointers.

by becky livingston

when do you need crm? you know you need crm when your list of contacts has outgrown your rolodex. you remember what a rolodex is right? another indication is when you begin to forget important information about your clients, or you notice your communication with them has dwindled.

also consider crm when you are looking to increase sales as well as relationships with clients, in the end positively affecting the bottom line.

lastly, if you find yourself personalizing emails manually and/or do not have a clear idea of where you customer or lead is in the pipeline, you may need crm.

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24 cpa firms win marketing awards

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announced at the 2012 aam summit in partnership with the aicpa practitioners symposium and tech+ conference. see complete list of winners.

via aam

the association for accounting marketing distributed 38 marketing achievement awards (aam-maas) to 24 different firms in recognition of their outstanding achievements in the areas of accounting marketing and communications.

ten judges, including professionals in advertising, consulting, professional services and marketing, judged nearly 130 entries from 60 different firms in 20 different categories. each judge reviewed and judged entries in his/her area of expertise. accounting firms from all over the united states and canada competed. categories included branding, collateral, marketing campaigns, advertising, website, multimedia, internal programs, events, surveys, business development/lead generation and maverick marketing.

this was the 18th year that the annual awards were presented. recipients were announced at the 2012 aam summit in partnership with the aicpa practitioners symposium and tech+ conference, held in las vegas, nv on june 11, 2012. additional awards presented were rookie of the year awarded to kari reynolds, mgo; volunteer of the year awarded to laura sparks, creative sparks llc; marketer of the year awarded to donna erbs, anders, minkler & diehl llp; and hall of fame inductee awarded to chris perrino, barnes dennig.

here is a complete list of winners by category:

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