The power of marketing and automation

by | Sep 7, 2020 | Events, Partnerships

Our recent research highlighted just how important communication is to SMEs with 49% of respondents selecting it as the most important characteristic for an accounting firm.

In addition, customer experience is another key area for SMEs. 60% of SMEs selected poor quality of service as the key reason to switch accounting firms, with price secondary.

When we think about good customer experience, it’s about creating efficiency for your clients and, most importantly, converting prospects into clients by taking them through the buyer journey with as little friction as possible.

When it comes to communication, it’s about speaking to the needs of your ideal clients, answering their questions and being a valuable source of information.

But creating a communication strategy and a consistent customer experience can be a challenge. It requires strategic thinking, careful planning and most importantly time – which, in the case of many accountants, isn’t always on their side.

So to help support firms with this challenge, we’ve teamed up with Senta to bring you a three part webinar series that explores the power of marketing and how you can automate marketing workflows.

Don’t worry – it’s not a sales webinar and there’s no software demo in sight. It’s just good old-fashioned knowledge sharing to help your accounting firm improve its marketing and free up time to do what you do best.

We’ll be blending PracticeWeb’s marketing know-how with Senta’s automation knowledge to show you how you can create a marketing strategy and execute it elegantly, consistently and efficiently through automation.

The three part webinar series will teach you how to:

  • better align marketing and sales
  • nurture prospects with marketing and automation
  • improve business development with web analytics and practice management data
  • target your ideal clients and improve lead quality
  • create a lead generation funnel and enhance through automation
  • ensure consistency in communication from prospect to client

We kicked things off on the 17 September with part one: How to develop new business to grow your practicewhich covered three key areas:

  1. How to create a lead generation funnel
  2. What SMEs look for when making buying decisions
  3. How automation can improve your prospects experience and win more business

The second webinar: ‘Effective client management showed you how to communicate consistently with your existing clients to improve retention and keep them informed of critical business advice. It looked at how to automate communications for consistency and efficiency.

Finally, in this week’s episode we’ll show you how to: ‘Harness the power of  insight’  using marketing analytics and practice management data to improve your business strategy. No more guesswork, just decision making driven by data.

If you’re interested in boosting your marketing with automation then head over to our registration page to book your free space on our Thursday webinar.

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The report includes:

  • Website performance – are you converting traffic?
  • Tech performance – is the build quality letting you down?
  • Search performance – are people finding you?
  • Marketing benchmarks – how do you compare to others?
  • Actionable insight – what do you need to improve?
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