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Quick Hits: 5 Essential Qualities Successful Tax and Accounting Pros Need to Convert Web Referrals

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Quick Hits: 5 Essential Qualities Successful Tax and Accounting Pros Need to Convert Web Referrals

The leads are out there, but just because those people exist (and may even be aware of you) doesn’t mean they’ll automatically convert to become paying clients.

In fact, it’s quite the opposite.

Yes, it means more work for anyone doing the “selling” side of a transaction — but awareness simply isn’t enough anymore. Competition is high, and if you don’t nurture your leads all the way through the referral process, then they will likely turn to someone who does put that extra effort in.

In this Quick Hits, CountingWorks PRO CEO Lee Reams II will take you through the web referral process and steps you can take to attract and convert more web prospects to clients.

-Attract web traffic through digital channels

-Connect and convert visitors into leads - Ex: Chatbot, CTAs, Landing Pages

-Engage and build trust - be responsive and add to nurture campaign, email newsletter, connect via social media

-Turn new clients into advocates

Guide

Quick Hits: 5 Essential Qualities Successful Tax and Accounting Pros Need to Convert Web Referrals

The leads are out there, but just because those people exist (and may even be aware of you) doesn’t mean they’ll automatically convert to become paying clients.

In fact, it’s quite the opposite.

Yes, it means more work for anyone doing the “selling” side of a transaction — but awareness simply isn’t enough anymore. Competition is high, and if you don’t nurture your leads all the way through the referral process, then they will likely turn to someone who does put that extra effort in.

In this Quick Hits, CountingWorks PRO CEO Lee Reams II will take you through the web referral process and steps you can take to attract and convert more web prospects to clients.

-Attract web traffic through digital channels

-Connect and convert visitors into leads - Ex: Chatbot, CTAs, Landing Pages

-Engage and build trust - be responsive and add to nurture campaign, email newsletter, connect via social media

-Turn new clients into advocates

Practice Marketing

Quick Hits: 5 Essential Qualities Successful Tax and Accounting Pros Need to Convert Web Referrals

April 29, 2024
/
min read
Lee Reams
CEO | CountingWorks PRO

The leads are out there, but just because those people exist (and may even be aware of you) doesn’t mean they’ll automatically convert to become paying clients.

In fact, it’s quite the opposite.

Yes, it means more work for anyone doing the “selling” side of a transaction — but awareness simply isn’t enough anymore. Competition is high, and if you don’t nurture your leads all the way through the referral process, then they will likely turn to someone who does put that extra effort in.

In this Quick Hits, CountingWorks PRO CEO Lee Reams II will take you through the web referral process and steps you can take to attract and convert more web prospects to clients.

-Attract web traffic through digital channels

-Connect and convert visitors into leads - Ex: Chatbot, CTAs, Landing Pages

-Engage and build trust - be responsive and add to nurture campaign, email newsletter, connect via social media

-Turn new clients into advocates

Practice Marketing

Quick Hits: 5 Essential Qualities Successful Tax and Accounting Pros Need to Convert Web Referrals

April 29, 2024
/
min read
Lee Reams
CEO | CountingWorks PRO

The leads are out there, but just because those people exist (and may even be aware of you) doesn’t mean they’ll automatically convert to become paying clients.

In fact, it’s quite the opposite.

Yes, it means more work for anyone doing the “selling” side of a transaction — but awareness simply isn’t enough anymore. Competition is high, and if you don’t nurture your leads all the way through the referral process, then they will likely turn to someone who does put that extra effort in.

In this Quick Hits, CountingWorks PRO CEO Lee Reams II will take you through the web referral process and steps you can take to attract and convert more web prospects to clients.

-Attract web traffic through digital channels

-Connect and convert visitors into leads - Ex: Chatbot, CTAs, Landing Pages

-Engage and build trust - be responsive and add to nurture campaign, email newsletter, connect via social media

-Turn new clients into advocates

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.

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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