it’s time to break out the spreadsheets. hurray!
by sandi leyva
the complete guide to marketing for tax & accounting firms
one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.
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here are six numbers we suggest you track:
1. closing ratio
as qualified leads come from your marketing efforts into your sales funnel, it’s a good idea to track how many of these leads you’re able to close into business. your closing ratio is the percentage of successes divided by the total number of qualified leads you make proposals to.
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