Marketing Automation for Accountants & Bookkeepers

Ask us some questionsBook a Strategy Session

Marketing Automation for Accountants & Bookkeepers

Ask us some questionsBook a Strategy Session

Generate more, higher quality leads

Let technology do the heavy lifting

Marketing automation is anything you implement which reduces or eradicates the necessity for human intervention in a marketing process. An example of that would be implementing an automated email or series of emails that are sent to a visitor when they submit an inquiry form via your website.

If prior to automating your email responses they were manually handled by a person, you’ve just automated a single process. Automate enough of those single processes in an organised and coordinated manner and you have put marketing automation to work. It really isn’t any more complicated than that.

Improve your customers journey

It’s been said that holding out a carrot to a donkey is only effective if it wants the carrot. Ideally, your marketing automation stack will help you and your prospect work out what they want. It will then gently guide them to that and signal the exact right moment for you to get directly involved in the process.

 

Marketing automation at work

Your marketing automation platform should do a number of things extremely well. Achieving that almost always requires a variety of technologies and the skills to implement and manage them. This is where people usually become confused by marketing automation, although taming and mastering the technology isn’t the point of greatest failure.

Barriers to success: It’s not what you think!

By investing sufficient time and effort many people manage to master marketing automation platforms. Unfortunately, learning where to click, drag and drop isn’t enough. Users need at least some basic marketing knowledge, plus some geeky skills to support that. We can help you to understand what’s needed and provide a roadmap of how to get there.

Take the next step

Scroll down if you want to do some more research, ask us some questions or schedule a strategy session. Scroll to the top and mouse over “Services” if you want to see what else we can do.

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I WANT TO DO SOME MORE RESEARCH

If you like digging deep on something before taking action, our blog is a great place to get started.
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I WANT TO ASK SOME SPECIFIC QUESTIONS

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WHY SIZE REALLY MATTERS WHEN IT COMES TO YOUR MARKETING

A small practice is not a little big practice. They’re different animals and they require different kinds of nourishment in order to be sustained and thrive. We get that. We get you. We get your practice. Click on your practice type and see how we can help your practice to grow and prosper.

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SOLO PRACTITIONER

For solo practitioners with a limited budget and a need to get their basic marketing up and running.
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GROWING PARTNERSHIP

For partnerships with greater resources and a desire to develop systems and grow their practice.
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MULTI-LOCATION PRACTICE

For mature practices with multiple offices and an active mandate to transform their marketing.