Client Qualification

Making sure its right for you and for us from the very start

Some are surprised that we actually vet our customers and partners very carefully. Sure, some potential clients view this as arrogant and are put off by it. The truth is we actually do it to protect our customers and our reputation. We strongly believe in partnering with our customers: they know their practice better than anyone. We know the accountancy industry and have over 25 years experience of marketing for accountants, and growing practices by working hand-in-hand with our accountancy clients. Strength comes from relationships where those involved understand the benefits of adding value. We want happy customers and enjoyable two-way relationships that are ultimately very profitable.

Finding accountants loyal and returning customers

Good customers for accountants are not generated overnight and we do not start a campaign to produce quick wins, as our experience shows that customers quickly gained are also quickly lost. Typically we are working towards a 3 or 4 year strategy, with clearly definable key performance indicators at regular intervals.

• Firms who can commit to at least a 12 month strategy
• Support of fellow partners, directors, managers or family
• Capacity for additional work
• Actively seeking quality customers spending £3500 per annum and above
• Shared vision and values
• Willingness to add value into the partnership
• A minimum of £10,000 per annum to invest into an active sales and marketing campaign
• Desire and a determination to embrace new forms of marketing
• A genuine interest in developing a long term relationship