benefit plan audit lead generation

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Employee Benefit Plan Audit Lead Generation

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What is Employee Benefit Plan Audit (EBPA)

Lead Generation?

EBPA lead generation is the process of identifying new leads for your firm through several inbound and outbound methods including; Direct Mail, Executive Telemarketing, Social Media

Marketing, Pay Per Click Advertising (PPC) and Search Engine Optimization (SEO).

Lead Generation Definition


Why Does Your Firm Need an EBPA

Lead Generation Program?

A lead generation program allows your firm to build a pipeline of new EBPA opportunities. Through increased exposure to the

marketplace your firm will receive introductions to qualified prospects and access to previously unavailable prospect

opportunities.

Lead Generation – Value


• Increases Market Knowledge About Your Services;

• Provides Access to Qualified Leads;

• Works in Coordination with Partner Development Efforts;

• Creates a Larger EBPA Prospect Pipeline;

• Drives Practice Growth.

Key Benefits to CPA Firms


How Can Flashpoint Help Grow Our

EBPA Niche Practice?

Flashpoint Marketing offers CPA and accounting firms assistance with EBPA lead generation. Unlike other firms we don’t focus on one methodology. Rather we offer a blend of inbound and outbound lead generation programs to drive

practice growth.

Flashpoint EBPA Lead Generation


The Essentials

Flashpoint Marketing is an accounting marketing firm that specializes in serving Certified Public Accounting Firms and accounting organizations. Our focus is on driving practice growth through several methodologies.

We work with firm management to design, implement and refine inbound/outbound EBPA lead generation programs.


Our Experience

• Fourteen Years Experience – Accounting Marketing;

• Marketing Experience at Big 4 & Regional CPA Firms;

• Advanced Knowledge of Accounting Services/Issues;

• Deep Understanding of Accounting Sales Cycle;

• Ten Years EBPA Sales Experience for CPA Firms.


Firms We Serve

• Certified Public Accounting & Accounting Firms;

• Revenue Range from $2M to $150M Annually;

• Total Employees Range from 25 – 300;

• Most Audit 10 or More Benefit Plans;

•Members of the AICPA EBPAQC.


• Direct Mail Program;

• Executive Telemarketing Services;

•Search Engine Optimization;

• Pay Per Click Advertising;

Lead Generation – Services


This Program Includes:Can be implemented independently or in combination with other programs

• List Acquisition – Based on Geography and Plan Size;• List Validation – Review the Accuracy of List Information;• Development of 3 Direct Mailers –8.5 x 5.5 Glossy Postcards;• Website Landing Page Set-Up – Development of Special Landing Page for Prospects.

Direct Mail Program


This Program Includes:

• List Acquisition – Based on Geography and Plan Size;• List Validation – Review the Accuracy of List Information;• Development of 3 Direct Mailers –8.5 x 5.5 Glossy Postcards;• Executive Telemarketing to Each Prospect (3 Calls); • Identification of Prospect Opportunities;• Consultation with Firm on Sales Strategy;• Ongoing Follow Up as Needed with All Prospects.

Executive Telemarketing


This Program Includes:All Firm Websites – Including Blogs

• Review EBPA Landing Page; • Keyword Research & Selection;• Review of On Page SEO (H1, H2, IMG and Linking)• Create New Webpages/Keyword Rich Content;• Review Conversion Strategy/ Optimize As Needed• Limited Off Page Optimization to Drive Additional Traffic to EBPA Landing Page.

Search Engine Optimization


This Program Includes:All Firm Websites

• Management of PPC Programs on All Search Engines; • Keyword Research & Selection;•Review of Landing Page & Optimize As Needed;• Establish PPC Ads on Selected Search Engines;• Review Conversion Strategy• Review Keyword Performance & Adjust as Needed• Monthly Monitoring & Reporting.

Pay Per Click Advertising


What Does It Cost?

Our Pricing Structures Range in Price Based on the Service Package Your Firm Selects.

We Work on Both an Hourly Basis or a Modified Commission Structure Based on the New Business your Firm Closes from

our Lead Generation Efforts.

Pricing Structure


Have Questions?

Do you have questions about EBPA Lead Generation or how Flashpoint Marketing can assist your firm in this area?

Contact us at 888-428-6524 or via email at [email protected]

Questions?