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In today’s competitive landscape, your reputation and responsiveness will directly affect your success. According to the Harvard Business Review, responding to leads within an hour generates 7x the conversations – yet only 37% of companies respond to leads within that time frame.
For tax and accounting professionals, responding to leads quickly and effectively can be the difference between a practice that grows consistently and one that stagnates. Here’s all the information you need to know.
Inbound inquiry leads can come from various places:
Pros with profiles on our TaxBuzz and CountingWorks marketplaces can receive leads directly through their profile if a prospect fills out a contact form. When this happens, the platform will notify you instantly via email that a new lead has arrived.
After receiving an email notification of your new lead, you should contact them immediately – either by phone (preferred) or email. Our recommendation is to reach out within the first 5 – 15 minutes to hit your maximum close rate.
IMPORTANT: Please note that when you receive an email notification about a TaxBuzz or CountingWorks lead, it is coming directly from the platform. Responding to the email will not work, as it will land in the inbox of the TaxBuzz/ CountingWorks team. Instead, you must contact the lead via phone or email using the information provided in the notification. (See above.)
If you have a CountingWorks PRO website, anyone who requests more information or fills out a form on your site (whether it be on your contact page, a sidebar, or anywhere else) becomes a lead.
Here’s how to navigate the “Leads” section in the CountingWorks PRO portal:
Want to see a video walkthrough of the Leads section in the portal? Watch our overview video starting at 16:00 here.
After receiving a text or email notification of your new lead, you should contact them immediately – either by phone (preferred) or email. Our recommendation is to reach out within the first 5 – 15 minutes to hit your maximum close rate.
Many tax & accounting pros receive leads through their social media profiles and Google My Business listing. Both of these sources are usually self-managed, meaning that there isn’t a third party automatically notifying you of new leads as with TaxBuzz/CountingWorks profiles and CountingWorks PRO websites. Knowing this, you should make sure you have accurate contact information displayed on all profiles, and turn on notifications so you (or someone in your office) can monitor activity.
Just like with the other lead pipelines, you should follow up with anyone who contacts you immediately – either by phone or email (if provided) or by responding on the social media platform they used. Reach out within the first 5 – 15 minutes for the best rates of success.
In this day and age, your lead pipeline no longer has to be constrained by geographic proximity. The world was already moving more online before 2020, and the pandemic accelerated that trend – including in almost every professional services industry
With video tools like TeleAccountant™, tax and accounting professionals can securely connect with their clients and prospects from anywhere. This opens up your lead pipeline to include virtually anyone seeking help in your areas of expertise – all that’s left is for you to capture those leads and convert them to paying clients.
If you have questions about responding to leads or setting up a virtual practice with video conferencing, we’re here to help! Contact us today at 1-800-442-2477 x3 or set up some time to speak with one of our digital marketing experts.
Try a free 30-day trial of TeleAccountant or our full Scale package here.
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