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Accountant Marketing: Build Your Email Newsletter List with Our New “On Exit” Opt-In Form

May 4, 2016

Your email client newsletter is one of the most effective (and automated) ways to showcase your expertise and build strong relationships with your audience. With our new on entry or on exit newsletter sign up forms, you will be able to capture new leads that may have visited your website and left forever. 

How it works. 

An exit intent newsletter opt in form is useful because it captures the readers attention when they’re otherwise done with your content. It is like the tail end of a conversation, where you have the chance to say “one more thing.” 


The ClientWhys newsletter opt in plugin is available for all website subscribers and can be enabled from the marketing dashboard, under Site Editor / Plugins / Newsletter Opt-In Popup.

First, you will need to enable the plugin that comes loaded with our default copy. You can than customize the headline, sub copy and image for the opt-in. We have loaded a library of icons to choose from or upload your own. We also allow you to enable the modal box when a visitor loads the website or when they leave. We recommend using the on exit method. 


Once the plugin has been enabled you will need to add it to the footer of your home page for it to appear on your website. 



Other uses:

If you have an announcement, opened up a new office or even moved, use the on entrance option to notify your visitors. San Leandro CPA firm Neeka Accountancy uses the tool to announce their new address. 


70% of your website visitors who abandon your website will never return. If you can capture a few more leads per week it really adds up. Your email newsletter is one of the most effective ways to stay in front of clients and prospects year-round. With this easy tool, you can start making your newsletter work a little harder for you.

Pro advice, ideas, and information to help your practice get going and grow.

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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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