<\/a>bonus: templates you can use today.<\/strong><\/p>\n
by hitendra patil<\/i>
\nclient accounting services: the definitive success guide<\/i><\/a><\/p>\n
more: <\/b>how to market cas to existing clients<\/a> | five methods to show your firm\u2019s marketable value<\/a> | how to set your firm\u2019s cas pricing<\/a> | craft an engagement letter for cas success<\/a> | six ways that cas processes are different<\/a> | the tech stack you need for cas<\/a> | finding profits in cas<\/a>
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
the accounting profession\u2019s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
\n
\nmarketing legend jay abraham recommended a genius method to generate several referrals quickly. (i strongly recommend jay’s many books, which are a real-life marketing university for several types of businesses. his website, abraham.com<\/a>, gives out several marketing insights for free.) it involves requesting your existing clients (business owners) to let their customers and vendors know how good you are and why they should consider exploring working with you. how do you make it easier for your clients to actually do it? make them a hero!<\/p>\nsubject: can you please do me a favor?<\/p>\n
\n
- asking a favor: most people want to help others, especially when asked for.<\/li>\n
- thrilled, delighted, tears of joy, happy: emotion words evoke relevant emotions. using positive emotion words evokes positive emotions.<\/li>\n
- i was wondering: politely suggesting an action rather than demanding it reduces the pressure on the reader\u2019s mind.<\/li>\n
- providing a suggested draft: not many people are great at writing. many feel pressure when they are asked to think about writing something they may not have expected. providing a suggested draft relieves this pressure immediately and gives them ideas about what they can write about.<\/li>\n
- problem>solution>measurable impact: the crux of the review must be useful and relevant to those who read the review, i.e., to your prospects. wishy-washy praise gives no insight to any prospect. you want to get different clients to provide you with reviews that mention a different challenge\/value you can deliver. the aim of reviews is not to let prospects view your clients patting your back (praising you) but reveal \u201cwhy\u201d they are patting your back. your aim is to attract prospects who have problems\/challenges\/ambitions that your firm helps with. the reader should feel \u201cah \u2026 that is the exact challenge i have\u201d or \u201cwow \u2026 this is what i wanted to achieve,\u201d and so on. each review should ideally include only one, at the most a couple of key issues because the attention span of people when they are on the internet is very limited. also, when clients write their real experience, they get that good feeling that they are not lying just to help you.<\/li>\n
- giving them an \u201cout\u201d: despite all of the above, there is always a possibility that the client is not really fully happy with your services, and some aspects of your services may have been somewhat of a dampener. giving an out relieves the clients from doing something they don\u2019t really want to do. if they decline to give the review or don\u2019t give the review (they may be simply busy so don\u2019t assume they are not happy, just remind them after a week or two), you have an opportunity to identify the reasons and remedy them so that your clients fully experience the worth of your services.<\/li>\n<\/ul>\n
more lead generation methods<\/strong><\/p>\n
accounting firms have been using several lead generation methods. many of the \u201ctraditional\u201d methods have been modernized, but their fundamentals remain more or less the same. and more new-age lead generation methods have emerged and evolved with technological advances. given below is a list of some such methods, not in any particular order.<\/p>\n
\n
- advertisements<\/li>\n
- direct mail \u2013 postcards\/letters<\/li>\n
- online\/social media paid advertisements<\/li>\n
- email marketing<\/li>\n
- telemarketing<\/li>\n
- website<\/li>\n
- search engine optimization<\/li>\n
- blogs<\/li>\n
- webinars<\/li>\n
- podcasts<\/li>\n
- social media posts<\/li>\n
- social media connections<\/li>\n
- thought leadership<\/li>\n
- networking<\/li>\n
- special events\/promotions<\/li>\n
- brochures<\/li>\n
- newsletters<\/li>\n
- partnerships with non-competing businesses that sell to your prospects<\/li>\n
- exhibitions\/trade shows<\/li>\n
- becoming a specialist\/expert in certain niches\/services<\/li>\n
- specializations and certifications<\/li>\n
- online groups like facebook groups\/linkedin groups<\/li>\n
- posting guest content on other publications\/groups<\/li>\n
- referrals\/referral programs<\/li>\n
- sales\/lead generation agents<\/li>\n
- using lead magnets (e.g., giving away valuable free ebooks in return of email\/phone number)<\/li>\n
- build leads list to nurture periodically<\/li>\n
- posting content videos online<\/li>\n
- testimonials\/reviews<\/li>\n<\/ul>\n
the real challenge in selecting and deploying some of these methods for your practice is the relative roi on your time and cost. without a measurement system in place to track the performance of each of the methods you deploy, you can get disillusioned very fast. some of the key metrics to track are cost per lead, cost per qualified lead, cost per new customer acquisition, ratio of marketing cost to first year\u2019s revenue from each new client, etc.<\/p>\n
even if your firm is relatively smaller, you can still develop basic systems, even in ms-excel, to track how your lead generation methods are performing. the key is to have some kind of a measurement system in place.<\/p>\n
marketing cas to prospects<\/strong><\/p>\n
\u201cqualified leads who are somewhat interested in what you sell\u201d are your \u201cprospects.\u201d once you have prospects who are at different levels of interest in knowing about and buying your services, the next task for you is to keep nurturing such a list of prospects. fortunately, cas marketing is comparatively easier as it is a focused subject, and cas has many advantages\/benefits that you can leverage in your marketing.<\/p>\n
sharing your cas clients\u2019 experiences is one of the best ways to get prospects more interested in your cas offering. as an example, share something like:<\/p>\n
\u201csome of our clients have a similar business volume to yours, and are in similar industries as yours \u2013 and we\u2019re able to deliver them insights (provide a couple of examples) that help them either solve x kinds of problems or leverage y kinds of opportunities. what would be the impact on your business if you can overcome similar challenges, or what is the value you can uncover for your business with similar insights?\u201d<\/p>\n
whatever content you deliver to cas prospects, keep it in the realms of cas scope of work that you define in your engagement letters, i.e., don\u2019t make it an outright sales pitch or too abstract. your cas content based on your cas clients\u2019 experiences will resonate with businesses that can benefit from cas.<\/p>\n
to remind, tell the \u201cwhat,\u201d show the \u201coutcome\u201d but don\u2019t tell the \u201chow.\u201d your marketing content should make the prospect reach out to you to ask, \u201chow do you do that?\u201d<\/p>\n
don\u2019t expect immediate results from this nurturing. but do not be monotonous. break the sequence into a couple of emails that share content, followed by an invitation to attend your webinar or request to book a consultation call with you. share the \u201creview\u201d your cas clients gave you. make and share a case study on the most common business challenges your prospects can have and how you solved those for some of your cas clients.<\/p>\n
use the \u201ccontrast\u201d principle of advertising. it is not enough to show them only the \u201cafter\u201d picture, i.e., the benefits of cas. contrast that with their current outcomes without cas. contrast what is the difference when they have your cas benefits versus when they don\u2019t have those.<\/p>\n","protected":false},"excerpt":{"rendered":"
bonus: templates you can use today.<\/strong>
\n<\/a>
\nby hitendra patil<\/i>
\nclient accounting services: the definitive success guide<\/i><\/a><\/p>\n","protected":false},"author":1363,"featured_media":104690,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3058,3120,3002],"tags":[],"class_list":["post-108229","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-accounting-services","category-pro-member-exclusive","category-special"],"acf":[],"yoast_head":"\nget clients to toot your cas horn - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/02\/12\/get-clients-to-toot-your-cas-horn\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"get clients to toot your cas horn - 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