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Accountants Convert More Website Leads to Clients in a Few Easy Steps

Discover our Lead Automation tool for accountants. Learn how to set up an action plan & automated follow ups to help convert more leads to paying clients.

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Practice Marketing

Accountants Convert More Website Leads to Clients in a Few Easy Steps

July 8, 2022
/
4
min read
Lee Reams
CEO | CountingWorks PRO

According to the Harvard Business Review, businesses that respond to leads within an hour generate 7 times the conversations. Yet only 37% of companies respond to new leads within an hour. In today’s more competitive landscape, your reputation and responsiveness will directly affect your success. Setting up an action plan and automated follow up program will help you convert more leads to paying clients.

Introducing CountingWorks PRO (previously ClientWhys) Lead Automation, exclusively for accountants.

CountingWorks PRO Lead Automation is a powerful tool, but it's only one part of your marketing machine. With CountingWorks PRO interconnected tools, you can build a pipeline of new, engaged prospects, nurture them with automated email campaigns and close more new business.

1) Collect Leads – Web forms will entice visitors to schedule appointments, assign up for your newsletter or ask questions.

2) Be responsive – Lead automation will notify you 24/7 via text and email of a new web inquiry.

3) Grade Prospects and start auto follow up campaign – Choose campaigns focused on Tax Preparation, IRS Tax Problems or Accounting. Use our default content or make it your own.

4) Convert visitors to clients - At any time you can copy over the prospect settings into your live client account.

5) Add prospects to your email lists for further follow up.

CountingWorks PRO Lead Automation is free of charge for all Persyst and Connect subscribers. You are not charged per lead so manage as many as possible.

Lead Automation Overview:

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

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