Achieving Online Accounting Marketing Success
Q&A with Louise Campi, Provident Tax Planning & Business Services
A: We needed a marketing solution that properly represented our company in a way that was consistent with our firm's philosophy. We were also interested in marketing to specific client profiles.
A: We tried everything. Other providers didn't properly represent our firm and the services we provide. This resulted in leads that were misaligned with our offering and created a branding problem.
A: We know how to provide value to business clients in specific industries, so we needed a solution that could reach those segments. By speaking to peers and researching our options, we found CPA Site Solutions.
A: The CPA Site Solutions sales representative spent several hours explaining various options and how they could help us meet our goals - she ultimately won our trust.
A: All I have to do is answer the calls on a timely basis. Most clients that email or call our firm are very interested in our services. The client has basically selfselected us, which makes closing the engagement much easier.
A: We receive several leads per month, and because the client has self-selected our firm they're already aware of the services we provide. We gain several new clients each month and the marketing campaign pays for itself.
A: The first step is to define what you are as a firm and what services you provide. You'll have more success if you start with clear goals and defined target clients.