Engage CPA Firm Clients and Prospects with Marketing Auto…
2:00 pm – 4:00 pm ET
Engage CPA Firm Clients and Prospects with Marketing Automation
1 hrs CPE/CPD in Specialized Knowledge
Program Level: Intermediate
Note: This webinar is hosted by the Center for Accounting Transformation. AGN is sponsoring spots for our members to attend. Register here and you will receive information on how to connect to the webinar directly from the C4AT.
While you may be comfortable using automation to prepare financial statements and tax returns, have you thought about how automation can positively impact your marketing efforts?
Your clients expect you to be proactive, to communicate frequently, and to understand their business and industry. Your prospects need consistent communication and resources as they determine which CPA firm they would like to work with. Yet, due to time limitations and other responsibilities, your marketing efforts may be inconsistent.
This is where marketing automation comes in. Marketing automation uses software to automate repetitive marketing activities, including email, social media posting, ad campaigns, and more. It enables you to provide your clients and prospects with content and thought leadership at exactly the right time. This keeps clients happy, and nurtures prospects.
Learning Objectives
• Define the ingredients for successful marketing automation
• Apply marketing automation to your marketing plan
• Differentiate your communications
• Decide if marketing automation is right for your firm
• Assess if your marketing automation is working
Speaker Bio
Jean Caragher
President
| Jean Caragher gets things done. For CPA firms seeking to improve their marketing, Jean is the go-to resource for strategy and implementation. With over 30 years of experience working solely with CPAs, Jean knows the challenges and opportunities firms face today. Her experience and knowledge, combined with her practical approach, help growth-focused CPA firms attract the best clients and talent. Jean is a Certified HubSpot Partner, and a Certified Instructor of Advanced Pricing Methods®. A well-respected industry specialist, Jean is an inaugural AAM Hall of Fame inductee, a multiple AAM-MAA award winner, and a CPA Practice Advisor Thought Leader. Prior to launching Capstone Marketing in 1998, Jean served as a CPA firm marketing director and association executive director. She has twice been named one of Accounting Today’s 100 Most Influential People in Accounting. | |