marketing & sales

make it easy for prospects to reach you.

by jody grunden
building the virtual cfo firm in the cloud

with our 401(k) audit service, the bulk of our clients find us online and come to us through our website. we also get referrals from investment advisors and third-party administrators.

more: 6 steps for sales and conversion | marketing is about thought leadership | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps | cyber security at a virtual cpa firm
exclusively for pro members. log in here or 2022世界杯足球排名 today.

no matter how a prospect finds us, there are three ways that they typically reach out to us:
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here’s what works for us.

by jody grunden

an important part of the overall process within the company is sales and conversion. for our virtual cfo service, there’s a six-step lead conversion process from when the prospect discovers our website to when the engagement begins.

more: marketing is about thought leadership | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee
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the sales and conversion process

our sales and conversion process includes six steps.

here’s what that looks like and the typical timeline: read more →

“you have to be able to acquire and retain, and you have to have both happening at the same time.”

by jody grunden

i bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. when you’re only serving your local area, you need to focus on things like signage, local advertising, the yellow pages, your website, google my business, yelp, chamber of commerce and word-of-mouth referrals. those are all great ways to get noticed by people in your area who would benefit from the services you offer.

more: 3 steps to better client communication in a crisis | the right way to onboard new clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when your customer base isn’t confined to a specific location, however, it changes the game a bit. you still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (seo) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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