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Profitable Ways to Grow Your Firm
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We’ve paid the price – so you don’t have to 
Discovered as a result of many mistakes 
Significant errors 
Failed campaigns 
Discouraging results 
Expensive tests
Traditional Marketing is Failing
Thanks to many great minds
Proven, Tried, Tested & Working
Your 1:1 Marketing Audit
Your free marketing audit 
• Where are you now? 
• Where do you want to be 12/24 
months time? 
• What you need to do to get there? 
• Marketing tactics to avoid! 
Register free 
Email- danielr@insight-marketing.com 
Phone- 0800 803 0826
A look at what we will cover 
1. How to develop an Inbound Model with no selling 
2. Why mobile phone/tablet App’s work so well 
3. 1 rule to make your website really work 
4. Email Marketing 
5. Landing Pages without IT support 
6. Automated Referral Generation
Don’t Start Cold !
Attracting Buyers NO Selling
Get ‘them’ to come to ‘you’
Launching your own App will help 
you simplify much of your 
marketing 
A free give away 
Key differentiator 
Remarkable Communication Tool 
An Indirect promotion
Proven Blueprint working for any size 
of accountancy firm
Available on phones & tablets
End Users Loved Them
‘They’ Led Us
They told their advisors 
what ‘they’ wanted from an App 
• Social Media & Skype integration 
• Additional calculators 
• Mileage Tracker 
• Receipt Manager 
• Income Tracker 
• Integration with key systems
And ‘they’ got it
The critical interface . . between
Bringing everything together
The most exciting 
thing I have seen in 
over 45 years of 
accountancy
No ‘Selling’ - Just Give it Away 
Giving away your ‘Free App’ implies: 
You are different Than their existing accountant 
You are technologically advanced Their current firm are old fashioned 
You care enough to launch a free App Their current accountants don’t 
You are proactive, prepared to reach out Not heard from their firm 
You are smart, forward thinking & creative Than the stereotypical accountant
Simple App Flyers make it easy
An App will WIN you clients 
Increased Referrals 
Direct Enquiries 
App Promotion 
Increased Customer Loyalty 
Hours of Time saved 
Future Proof
New Clients Won
An open door to a new tool 
Push Messages 
 Singular & Instantaneous 
 Direct & Irresistible 
 0% bounce rate 
 80% + higher open rate 
 Seconds to send 
 No data stored by you
1 Rule to MAKE your website really work 
We’ve just met 
Will you marry me?
Most Visitors are not ready to enquire 
80% or more of your website visitors wont be 
ready to make an enquiry 
So if you’re not catering for them 
Your loosing the bulk of your website visitors
It’s a MAJOR oversight 
96% of attendees to this webinar have no compelling soft 
offer on their website!
Let me clarify 
A soft offer or Call To Action (CTA) 
Something compelling, engaging and free 
Available instantly or in a few seconds 
That’s valuable to the visitor 
In exchange for basic visitors data 
Starting the relationship
These are not strong CTA’s!
The initial CTA was nicely 
worded – 
However it leads to a form 
with 16 fields. Realistically 
very few visitors will fill this 
in. 
As a general rule of thumb 
you loose 5-10% of visitors 
per question you ask 
depending on the strength 
of the offer
This is closer
Nicely worded with clear benefit, bright colours and 
urgency - sadly it did nothing when you clicked the box 
This could be improved by offering a free guide or 
eBook on the topic, building your inbound model.
Here is a clearer example
The Mechanics of Lead Generation
Sending Successful Emails 
✕
Plain Text 
Reasons For 
 Easy to create – type and send 
 Consistent display across devices 
 Can ‘feel’ more personal than HTML emails 
 May be less ‘salesy’ 
Reasons Against 
 No colours or graphics 
 No links or ‘click here’ 
 Hard to design and format 
 Tracking becomes more complex
HTML 
With HTML Emails you can do more 
• Track which emails are opened and by whom 
• Use images, colours, design and branding 
• Responsive design 
• Interactive response
50% open rate on mobiles
Subject Lines 
• Always write 4 subject lines 
• Keep it short, ideally below 50 characters 
• Avoid spam words like – Free, Offer, Save, Help, Percent Off, 
Reminder 
• Inform your reader what they can expect from your email. 
• Add their name into the subject line 
• Personalise by industry or geographic area, for example 
Accountants in Derby or Tax Review for Derby Vets 
• Create urgency using words like Alert, Breaking, Update etc.
Landing Pages without IT support
Use Landing Pages
This Webinar as an Example 
This webinar as an example is inbound marketing 
Sent a plain text email 
Then a HTML email to non opens using MC 
Directed you to a landing page built on unbounce 
Used a rule system to add you to GotoWebinar 
And send you a LinkedIn message/invite 
Data grouped on our CRM 
Later we will take it offline and call you
Your 1:1 Marketing Audit
Your free marketing audit 
• Where are you now? 
• Where do you want to be 12/24 
months time? 
• What you need to do to get there? 
• Marketing tactics to avoid! 
Register free 
Email- danielr@insight-marketing.com 
Phone- 0800 803 0826

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Grow Your Firm with Profitable Marketing Tactics

  • 1. Profitable Ways to Grow Your Firm
  • 2. Welcome For audio details, please refer to your confirmation email. Audio is heard via your PC or device: NB Please ensure your speakers are turned on and volume is set high enough! If you are on Mac the control panel appears If you are on PC the control panel may disappear. You something like this. will need this panel to appear so click on the orange button click ‘view’ then uncheck ‘auto-hide’
  • 3. We’ve paid the price – so you don’t have to Discovered as a result of many mistakes Significant errors Failed campaigns Discouraging results Expensive tests
  • 5. Thanks to many great minds
  • 8. Your free marketing audit • Where are you now? • Where do you want to be 12/24 months time? • What you need to do to get there? • Marketing tactics to avoid! Register free Email- danielr@insight-marketing.com Phone- 0800 803 0826
  • 9. A look at what we will cover 1. How to develop an Inbound Model with no selling 2. Why mobile phone/tablet App’s work so well 3. 1 rule to make your website really work 4. Email Marketing 5. Landing Pages without IT support 6. Automated Referral Generation
  • 12. Get ‘them’ to come to ‘you’
  • 13. Launching your own App will help you simplify much of your marketing A free give away Key differentiator Remarkable Communication Tool An Indirect promotion
  • 14. Proven Blueprint working for any size of accountancy firm
  • 15. Available on phones & tablets
  • 18.
  • 19. They told their advisors what ‘they’ wanted from an App • Social Media & Skype integration • Additional calculators • Mileage Tracker • Receipt Manager • Income Tracker • Integration with key systems
  • 21. The critical interface . . between
  • 23. The most exciting thing I have seen in over 45 years of accountancy
  • 24. No ‘Selling’ - Just Give it Away Giving away your ‘Free App’ implies: You are different Than their existing accountant You are technologically advanced Their current firm are old fashioned You care enough to launch a free App Their current accountants don’t You are proactive, prepared to reach out Not heard from their firm You are smart, forward thinking & creative Than the stereotypical accountant
  • 25. Simple App Flyers make it easy
  • 26. An App will WIN you clients Increased Referrals Direct Enquiries App Promotion Increased Customer Loyalty Hours of Time saved Future Proof
  • 28.
  • 29. An open door to a new tool Push Messages  Singular & Instantaneous  Direct & Irresistible  0% bounce rate  80% + higher open rate  Seconds to send  No data stored by you
  • 30. 1 Rule to MAKE your website really work We’ve just met Will you marry me?
  • 31. Most Visitors are not ready to enquire 80% or more of your website visitors wont be ready to make an enquiry So if you’re not catering for them Your loosing the bulk of your website visitors
  • 32. It’s a MAJOR oversight 96% of attendees to this webinar have no compelling soft offer on their website!
  • 33. Let me clarify A soft offer or Call To Action (CTA) Something compelling, engaging and free Available instantly or in a few seconds That’s valuable to the visitor In exchange for basic visitors data Starting the relationship
  • 34. These are not strong CTA’s!
  • 35. The initial CTA was nicely worded – However it leads to a form with 16 fields. Realistically very few visitors will fill this in. As a general rule of thumb you loose 5-10% of visitors per question you ask depending on the strength of the offer
  • 37. Nicely worded with clear benefit, bright colours and urgency - sadly it did nothing when you clicked the box This could be improved by offering a free guide or eBook on the topic, building your inbound model.
  • 38. Here is a clearer example
  • 39.
  • 40.
  • 41. The Mechanics of Lead Generation
  • 43. Plain Text Reasons For  Easy to create – type and send  Consistent display across devices  Can ‘feel’ more personal than HTML emails  May be less ‘salesy’ Reasons Against  No colours or graphics  No links or ‘click here’  Hard to design and format  Tracking becomes more complex
  • 44. HTML With HTML Emails you can do more • Track which emails are opened and by whom • Use images, colours, design and branding • Responsive design • Interactive response
  • 45. 50% open rate on mobiles
  • 46. Subject Lines • Always write 4 subject lines • Keep it short, ideally below 50 characters • Avoid spam words like – Free, Offer, Save, Help, Percent Off, Reminder • Inform your reader what they can expect from your email. • Add their name into the subject line • Personalise by industry or geographic area, for example Accountants in Derby or Tax Review for Derby Vets • Create urgency using words like Alert, Breaking, Update etc.
  • 47.
  • 48.
  • 49. Landing Pages without IT support
  • 51. This Webinar as an Example This webinar as an example is inbound marketing Sent a plain text email Then a HTML email to non opens using MC Directed you to a landing page built on unbounce Used a rule system to add you to GotoWebinar And send you a LinkedIn message/invite Data grouped on our CRM Later we will take it offline and call you
  • 52.
  • 53.
  • 55. Your free marketing audit • Where are you now? • Where do you want to be 12/24 months time? • What you need to do to get there? • Marketing tactics to avoid! Register free Email- danielr@insight-marketing.com Phone- 0800 803 0826

Hinweis der Redaktion

  1. A few of our listerners are from Ireland – you will be pleased to know our Irish App version is in the process of being built. Some of you are global, if you are from Australia then its great news for you is we are launching at the moment into AU in testing mode. If you already have an App which I know a handful of you do don’t switch off here – its likely that your app wont do what we are about to reveal. What's more, you are possibly not using it in the right way – (its hidden on your website – flyers etc)
  2. The very thing we thought we would have to work at – was driven by the end users. Suddenly instead of selling they were coming to the accountants, they were downloading the App, they were calling accountancy firms to Thank Them for the App and they were suggesting improvements. They also were excited by what the App could enable them to do, and they wanted to share the journey.
  3. OVER 40, 000 end users
  4. And we built it
  5. HAND OUT APP FLYERS AS AN EXAMPLE
  6. I asked my team to review the websites of the first 50 accountancy firms who registered for this webinar and had a live website. Only 3 had a Call To Action that had some genuine thought around it and even in these 3 cases there is much more that can be done to improve
  7. Here is one of the 3 – if you are on this webinar then the good news is you have made a start.
  8. The original CTA is a little weak and lacking in benefits – the landing page is better and has minial form data requested good work
  9. Once your site is effective and ready to actually convert visitors to enquiries its now about increasing traffic through email marketing and later Push Messages
  10. So we use PT emails if we want to send a short message that does not require muiltiple links. There are perfectly suited to personalised, direct messages with one offer.
  11. Hypertext Markup Language
  12. Two for the first email and 2 for the re-send) using AB testing
  13. Here is an example offering a free report You can do the same with a Tax Guide, Profit Guide, etc etc