Helping accountants win better quality clients… gain higher fees… and earn more profit!

Lead Generation for Accountants

Lead generation for accountants

The recent changes within the profession and the unknown future that looms ahead has focused us all to reassess what we are doing in business and how we can continue to grow. This includes hundreds if not thousands of accountancy firms who have perhaps historically needed to do very little to win new clients.

Accountancy firms looking to grow should take the time to consider the types of clients they want to win, the amount of new business they are looking for and the very best routes to market to achieve that goal.

When it comes to sales and marketing the margin for error is small and that means it is only to easy for things to go wrong. And that’s why, we take the time at Insight to carefully consult each potential client and evaluate their goals in order to recommend the right solution for them.

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Start with your existing customers

The reality is that attracting and securing new business for your firm is never going to be easy – it takes the correct strategy, the right team and a host of specialist skills, resources and experience. You can of course access all of these from Insight and our advice will be to start with your clients.

Accountancy Apps, Telemarketing, Websites and Email Marketing all work incredibly well, but it can take time to nurture these opportunities.

So while this is taking place, why not tap into a potential goldmine that almost every practice sits on.

Much has been written about accountants protecting their client base, gathering feedback and asking for referrals. Yet in reality (we have facilitated enough away days) very few senior staff have the time to do this as often is needs.

And that’s exactly why we have developed a unique relational feedback system to protect clients, gather valuable feedback, generate referrals and win new customers.

Telemarketing & Appointment Generation for Accountants

A tried, tested and proven way to generate high quality leads and appointments.

Sales pressure can represent an unwelcome irritant or unrelenting anxiety for many companies. We all understand the need to gain new business, especially in the current climate, but how do we generate it?

So often it’s a case of contacting prospects at the right time, on the right day. But what if they are out? Of course, you can leave a message, or call back again and again. But many companies simply do not have the time, money, or resources to do this day after day.

The truth is attracting and securing new business is never easy – it takes the correct strategy, the right team and a host of specialist skills, resources and experience. That’s why so many companies take the decision to outsource their lead generation to us. Read more.

Telemarketing for accountants and lead generation

A tried, tested and proven way to generate high quality leads and appointments.

Sales pressure can represent an unwelcome irritant or unrelenting anxiety for many companies. We all understand the need to gain new business, especially in the current climate, but how do we generate it?

So often it’s a case of contacting prospects at the right time, on the right day. But what if they are out? Of course, you can leave a message, or call back again and again. But many companies simply do not have the time, money, or resources to do this day after day.

The truth is attracting and securing new business is never easy – it takes the correct strategy, the right team and a host of specialist skills, resources and experience. That’s why so many companies take the decision to outsource their lead generation to us. Read more.

Launch an App to differentiate your firm and increase referrals

Marketing an accountancy firm can at time’s feel like its the impossible educational sale that nobody listens to!

If you’re an accountant, then you’re probably saying, “Yes, but we offer much more than other firms!” We offer a proactive service rather than a historical look at the past. For us it’s about helping the business grow. Being there, on hand, whenever you are needed, helping your customer to become more profitable and perhaps even making his business more enjoyable to run!

But educating a business owner who has used the same accountant for x years is not easy. Nobody really wants to be told! And so you are left with the predicament of how to differentiate your firm from the others.

Launching your own App with the help of our proven formula is a fantastic way to stand out, and prove you really are different.

Accountancy Apps

Sales Support, Consultancy and Advice for firms looking to grow

If your firm is looking to grow and not 100% confident you know the very best way to go about it, then our sales support service can help. There are industry experts available to provide you with independent advice to ensure that every penny you spend on your sales and marketing goes in the very best place to give you the return you want.

Having hands-on support and guidance from experts in your partner meetings, strategy days or at key states in your firm’s growth can transform your results and represents invaluable support. Some clients have just one session for a day every now and then; others use their sales partner at an agreed frequency on a regular basis. Read more.

Database Provision

You can get the message right, you can have the very best direct mail or email shot or the very best sales team in the world, but if you get the data wrong – everything else will be wrong. We have seen companies lose thousands in marketing activity because they wanted to save a few pounds on the data.

The right data will make the difference between a disaster and a success so it pays to ensure you get it absolutely right. Read more.

DIY Marketing resource solution for accountants

12 months marketing material and sales resources for your firm available in one low cost package.

As a result of significant demand and increasing requests Insight have made these unique offline marketing packs available for firms that want to do their marketing internally and need the tools to help them succeed. Available in one simple to purchase, easy to implement pack, you can access this special pack today. What’s more every idea and tool shared is one that has been tried and tested for other accountancy firms. Read more.

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