More ClientWhys Marketing Tips and Free White Paper

Read our ClientWhys marketing product update which includes a free white paper and much more to help your practice grow.

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Practice Marketing

More ClientWhys Marketing Tips and Free White Paper

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

This ClientWhys marketing product update includes a free white paper and much more to help your practice grow. With off-page website factors like reviews factoring in more and more, online success includes many factors in addition to your website.

Understanding the dynamics of the modern-day consumer life cycle will get you much closer to living the life you dream to live.

Download a Free White Paper – How technology has changed your referral pipeline.

We all do it:

Routinely sort through search results by customer star ratings and scroll through feedback before making a final buying decision. The way consumers make decisions has dramatically changed from over the last few years.

According to Nielsen’s latest Global Trust in Advertising report, online consumer reviews are already the second most trusted source of brand information and messaging, with 70 percent of global consumers indicating they trust online reviews, an increase of 15 percent in four years.

ClientWhys free white paper goes through the 4 life cycle stages of your clients:

Discovery, Exploration, Purchasing and Engagement.

Download the White Paper

Instant Appointments and the new Office 365 calendar sync.

One of the biggest mistakes we see with client websites is not enabling the instant online appointment feature. Nothing is worse than having a prospect referred to your website where they are ready to set up an appointment but find it difficult, or have to complete multiple steps, to get an actual appointment. Having your calendar available online – and being easy to schedulean appointment with – is a must.

We have clients who are getting hundreds of appointments through their online calendars. We sync with the two biggest online calendar providers, Google Calendar and now Outlook 365. If you have not set up your calendar, please give a Digital Marketing Consultant a call at 1.800.442.2477 x4.

ClientWhys Marketing Platform Full Service Marketing – Yes, We Do it All!

In today’s ever-growing Google universe, organic search listings remain the key to the success of every tax accounting firm. Understanding how social media, reviews, custom blogging and on-page SEO work together can be challenging and downright daunting. Worse yet is working with a non-qualified SEO “expert” who doesn’t have a clue how it all works.

ClientWhys has added two new full-service marketing options where we do all the work for you. They are cost effective because we only concentrate on proven practices that have worked for your clients across the country. If you are looking to grow your word of mouth and gain new leads, it is worth starting a discussion on how ClientWhys can help you. Just having a website is no longer good enough.

Visit our new home page to review the pricing options or call 1.800.442.2477 x227 and speak with Joseph who will answer any questions you might have.

6 important reasons why ClientWhys legacy users should upgrade to our modern responsive platform:

  1. Get more for your buck. Includes social media posting and eSign built-in.
  2. Your responsive website will look good on any screen size, including mobile, tablet and desktop.
  3. Get instant appointments from your website with Outlook 365 and Google Calendar Sync.
  4. Engage clients year round with weekly email client alerts covering breaking news, planning strategies and more.
  5. Build up your online reputation with our custom blog campaigns and review management packages.
  6. Powerful lead management so you know instantly when a new prospect wants to talk.

Many of our legacy clients have already made the migration this summer. We do the work for you.

Call a Digital Marketing Consultant at 1.800.442.2477 x3 to get started, or email help@clientwhys.com and request an upgrade.

Coming Soon – eSign custom templates

We are putting the finishing touches on eSign, where users can load commonly used custom templates and map them out with signature fields and more.

With per-usage pricing and expanded templates, you are set for this tax season. Load power of attorney agreements, credit card authorizations, engagement letters and much more.

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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