This course was recorded live at the 2023 New Money Summit.
Unlock the power of automation in marketing with this transformative course, designed specifically for CPAs and accounting professionals. In a world where marketing can often be the key differentiator between success and stagnation, learn how to construct a marketing machine that not only generates leads but also nurtures them effectively and predictably with minimal time investment. This session promises to equip you with actionable strategies and insights to automate your marketing efforts. Through a blend of theory and practical examples, you will discover how to turn your marketing into a self-sustaining ecosystem that continually cultivates high-quality leads, allowing you to focus on what you do best without having to worry about where future business comes from.
Learning Objectives
Upon completion of this course, participants will be able to:
Outline the fundamental principles of marketing automation and how they can be applied within the accounting and tax profession.
Implement a comprehensive plan to automate lead generation, nurturing, and conversion processes.
Apply practical tips and tricks to optimize the marketing funnel for efficiency and effectiveness.
Measure the success of automated marketing initiatives using key performance indicators relevant to the accounting sector.
Identify common pitfalls in marketing automation and learn how to avoid them.
Implement a step-by-step blueprint for creating a marketing system that grows your client base.
Major Topics
Marketing Principles
Marketing Automation
Marketing Practical Tips
Marketing Pitfalls
