{"id":95231,"date":"2022-03-10t12:00:29","date_gmt":"2022-03-10t17:00:29","guid":{"rendered":"\/\/www.g005e.com\/?p=95231"},"modified":"2022-12-22t00:40:36","modified_gmt":"2022-12-22t05:40:36","slug":"marketing-via-spreadsheet","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/","title":{"rendered":"the seven-step plan for marketing by spreadsheet"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-48812\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg\" alt=\"\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437-424x283.jpeg 424w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, is just how we accountants like things.<\/strong><\/p>\n<p><i>by sandi leyva<br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\">the complete guide to marketing for tax &amp; accounting firms<\/a><\/em><br \/>\n<\/i><\/p>\n<p>it\u2019s quite common for accounting firms \u2013 even the regionals \u2013 to have no marketing plan in place.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/02\/24\/five-things-clients-have-taught-me\/\">five things clients have taught me<\/a> | <a href=\"\/\/www.g005e.com\/2022\/02\/17\/beyond-compliance-what-more-you-can-provide\/\">beyond compliance: what more you can provide<\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2021\/12\/06\/the-biggest-seo-secret-of-all-google-business-listings\/\">the biggest seo secret of all: google business listings<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/28\/five-ways-to-get-more-referrals\/\">five ways to get better clients<\/a> | <a href=\"\/\/www.g005e.com\/2021\/07\/15\/five-missed-opportunities-to-serve-clients\/\">how clients get underserved and accountants get underpaid<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>the marketing plan might very well be, \u201cget as many referrals as we can.\u201d<\/p>\n<p>or it might be a number for each partner \u2013 which is not a marketing plan.<\/p>\n<p>or it might be, \u201cif it\u2019s not busy season, i\u2019ll go to my networking group.\u201d<\/p>\n<p>none of these are plans. they are individual marketing tasks and components.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/#more-95231\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f03%2f10%2fmarketing-via-spreadsheet%2f&amp;t=the+seven-step+plan+for+marketing+by+spreadsheet'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f03%2f10%2fmarketing-via-spreadsheet%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20the%20seven-step%20plan%20for%20marketing%20by%20spreadsheet&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/\" title=\"email this: the seven-step plan for marketing by spreadsheet \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-48812\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg\" alt=\"\" width=\"424\" height=\"283\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 648w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/04\/businesswomantabletspreadsheet_adobestock_97078437-424x283.jpeg 424w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, is just how we accountants like things.<\/strong><\/p>\n<p><i>by sandi leyva<br \/>\n<em><a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\">the complete guide to marketing for tax &amp; accounting firms<\/a><\/em><br \/>\n<\/i><\/p>\n<p>it\u2019s quite common for accounting firms \u2013 even the regionals \u2013 to have no marketing plan in place.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2022\/02\/24\/five-things-clients-have-taught-me\/\">five things clients have taught me<\/a> | <a href=\"\/\/www.g005e.com\/2022\/02\/17\/beyond-compliance-what-more-you-can-provide\/\">beyond compliance: what more you can provide<\/a>\u00a0| <a href=\"\/\/www.g005e.com\/2021\/12\/06\/the-biggest-seo-secret-of-all-google-business-listings\/\">the biggest seo secret of all: google business listings<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/28\/five-ways-to-get-more-referrals\/\">five ways to get better clients<\/a> | <a href=\"\/\/www.g005e.com\/2021\/07\/15\/five-missed-opportunities-to-serve-clients\/\">how clients get underserved and accountants get underpaid<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>the marketing plan might very well be, \u201cget as many referrals as we can.\u201d<\/p>\n<p>or it might be a number for each partner \u2013 which is not a marketing plan.<\/p>\n<p>or it might be, \u201cif it\u2019s not busy season, i\u2019ll go to my networking group.\u201d<\/p>\n<p>none of these are plans. they are individual marketing tasks and components.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/#more-95231\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f03%2f10%2fmarketing-via-spreadsheet%2f&amp;t=the+seven-step+plan+for+marketing+by+spreadsheet'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f03%2f10%2fmarketing-via-spreadsheet%2f&amp;title=the+seven-step+plan+for+marketing+by+spreadsheet&amp;summary=using+excel+spreadsheets%2c+with+a+bunch+of+numbers%2c+adding+in+some+deadlines%2c+and+creating+a+very+organized+process%2c+is+just+how+we+accountants+like+things.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0a%0d%0ait%e2%80%99s+quite+common+for+accounting+firms+%e2%80%93+even+the+regionals+%e2%80%93+to+have+n'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on 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href=\"mailto:?subject=cpa%20trendlines%20:%20the%20seven-step%20plan%20for%20marketing%20by%20spreadsheet&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/\" title=\"email this: the seven-step plan for marketing by spreadsheet \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1345,"featured_media":53032,"comment_status":"closed","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":[1363,2271,3120,3002,2306,2295],"tags":[],"class_list":["post-95231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-marketing","category-pro-member-exclusive","category-special","category-tech-and-fintech","category-solo","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>the seven-step plan for marketing by spreadsheet - 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\/2022\/03\/10\/marketing-via-spreadsheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"the seven-step plan for marketing by spreadsheet - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/03\/10\/marketing-via-spreadsheet\/\" \/>\n<meta property=\"og:site_name\" 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