strategic marketing for accountants

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Our agenda: What you will discover… Strategic marketing Your 3-step process A simple way to create great USPs Websites with Ellen and Susan The top 5 requirements your website must have The 6 measurement statistics you must review regularly The one critical element you MUST have on your website Bonus information How to stand out from the crowd

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Page 1: Strategic marketing for accountants

Our agenda: What you will discover…

Strategic marketing

Your 3-step process

A simple way to create great USPs

Websites – with Ellen and Susan

The top 5 requirements your website must have

The 6 measurement statistics you must review regularly

The one critical element you MUST have on your website

Bonus information

How to stand out from the crowd

Page 2: Strategic marketing for accountants

Webinars

Referrals

Selling

Joint ventures

Direct mail

Video

Social media

Testimonials

Online marketing

Strategy

SurveysWriting copy

Websites

Public relations

Email

Page 3: Strategic marketing for accountants

Theory…. aaaaaaargh

competitor analysis

Page 4: Strategic marketing for accountants

product

promotion

price

place

people

physical evidence

processes

Page 5: Strategic marketing for accountants

i s n o t a

s t r a t e g y

Hope

Page 6: Strategic marketing for accountants

Your 3-step process

Step One:D e c i d e t h e

type of client

y o u

really want

Page 7: Strategic marketing for accountants

Profitable and successful

Location

Age of business or decision makers

Willingness to refer

Online presence

Ambitious – know what they want

Financial viability

Likeability

Integrity and attitude

Size of business – turnover or no. of employees

Industry type

Page 8: Strategic marketing for accountants

Your 3-step process

Step Two:I d e n t i f y w h a t

those clients

really want

From their businesses

In their bank accounts

In their lives

For their families

Page 9: Strategic marketing for accountants

When we meet their broader needs

we suddenly makes ourselves

compellingly

attractive

Page 10: Strategic marketing for accountants

What is more attractive?

Page 11: Strategic marketing for accountants

Suddenly we become the

people that help

change their

lives

Page 12: Strategic marketing for accountants

Dave, 40, married, two kids 8 and 10, £100k mortgage

Set up service business 10 years ago

Turns over circa £1m, employs 6 people

Grew by word of mouth – but growth now stalled

Business cashflow is tight

Can’t pay himself as much as he wants

Works 50+ hours a week

“Pen pictures”

Page 13: Strategic marketing for accountants
Page 14: Strategic marketing for accountants

Valued Not as valued

Proactive Reactive

Fast Slow

Known fees Surprise fees

Work with clients Work on clients

Personal contact Letters

Recommendations Justifications

Prevent problems Respond to problems

Be candid Hold back

Plain English Jargon

Page 15: Strategic marketing for accountants

Your 3-step process

Step Three:I d e n t i f y w h a t y o u

can do for

them

Page 16: Strategic marketing for accountants

Features

Benefits

Ultimate benefits

Page 17: Strategic marketing for accountants

Your “sweet spot”

What

they

want

What

you

can

deliver

Page 18: Strategic marketing for accountants

The „last writes‟Source: Andy Bounds

RW

ITES

w e a l t h i n c re a s e d

r i s k re d u c e d

i n c o m e i n c re a s e d

t i m e s ave d

ex p e n d i t u re re d u c e d

st re s s re d u c e d

Page 19: Strategic marketing for accountants

C h a n g e y o u r s t r a t e g y i f y o u r

sweet spot

d o e s n ’ t c o v e r t h e

“last writes”Change your services to meet their needs

Change the type of clients you want

Page 20: Strategic marketing for accountants

1. Decide the type of clients you really want

2. Decide what those clients want

3. Identify what you can do for them

Strategy in 3 simple steps…

Page 21: Strategic marketing for accountants

Summarise your „sweet spot‟

It is your

compelling

attractiveness

So it should be your

core marketing message

In writing

For use verbally

Using their type of language

Covering all 6 of the last writes

Page 22: Strategic marketing for accountants

The 4-step USP generator

they aren’t very proactive, spend most of their time measuring the past and charge for every minute

Step One:

You know how most people have a problem with

accountants because…

Page 23: Strategic marketing for accountants

The 4-step USP generator

they aren’t sure their accountant is adding enough value

Step Two:

Which means that…

Page 24: Strategic marketing for accountants

The 4-step USP generator

a diagnostic review and report with your accounts every year showing new ways to add thousands to your bank account, and give you a fixed price for every piece of work

Step Three:

Well, what we do is…

Page 25: Strategic marketing for accountants

The 4-step USP generator

you can be certain that you will never receive a surprise bill, and will never miss out on any opportunities to earn moremoney, keep more of it, and become more financially secure.

And by helping you become wealthier you also get more control over your life, with less stress and the option to work fewer hours if you want.

Step Four: Which means that…

Page 26: Strategic marketing for accountants

The worst time to think of

the best thing to say is as the words

are coming out of your mouth

- Rob Brown

Page 27: Strategic marketing for accountants

What do you do?

Why should I choose you?

That’s expensive

My accountant is a friend

Asking for referrals

Script and practice your

key conversations

Page 28: Strategic marketing for accountants

Demonstrate

you are

dramatically

Why

should

clients

choose

YOU?

d i f f e r e n t

Page 29: Strategic marketing for accountants

5 ways to be the expert

One: Your LinkedIn profile

Page 30: Strategic marketing for accountants

This is who I am

This is who I help

This is how I can help you

Page 31: Strategic marketing for accountants
Page 32: Strategic marketing for accountants

5 ways to be the expert

Two: Write a book

Page 33: Strategic marketing for accountants

5 ways to be the expert

Three: Run events

When you

cross that

line…

You

become

the

exper t

Page 34: Strategic marketing for accountants

5 ways to be the expert

Four: Run webinars

Page 35: Strategic marketing for accountants

5 ways to be the expert

Five: Use video

Page 36: Strategic marketing for accountants

4P marketing workshop

Strategic marketing and websites

Thank you so much for watching our webinar,

a n d

look out for our next webinar

please, please complete the short survey,