Does telemarketing, lead generation services work for accountants?

Not for everyone – at Insight we have spoken to many accountancy firms who have ploughed money and time into telemarketing and got nothing back in return but heartache! Its little wonder it conjures up painful memories of paying lots of money for frankly rubbish appointments. This page has been deliberately designed to cut to the chase. If effective it will either put you off or give you the confidence to give us a call.

Should your accountancy firm consider telemarketing or lead generation?

If you are looking for a flash in the pan solution, a quick win, immediate results, or an easy solution to practice growth then it’s our view this is not for you. In our experience presenting to thousands of firms, and working with hundreds, telemarketing is most likely to fail when the accountant is looking for a quick win or where they are paying on results. The problem behind the quick win approach is that it typically means the right foundation is not put in place, there is little or no strategy, meaning most campaigns are doomed from the start.

Those lured but believe that pay per amount campaigns are no, low or less risk than a correctly set up managed strategy are wrong! The problem is the motivation to the agency is volume (whatever the company says) and quickly appointments are generated. Partners and senior staff (with very high billable hourly rates) go out on appointments only to find a cold reception, poorly qualified prospects or nobody there at all. Thousands of pounds in admin and senior staff time can be lost, the entire process incredibly discouraging and the lost opportunity cost can be enormous. But it doesn’t have to be like this!

Telemarketing can produce a great ROI, provide sustainable growth & increase your accountancy firms value.

Providing your campaign is carefully set up, and it matches your commercial objectives as a practice, then it remains one of the most proven, reliable and profitable ways to win high quality clients for accountants. Equally, the margin for error is small and that means it’s so easy to get things terribly wrong. That’s why the experience Insight has; running these campaigns since it became legal, is so highly valued.

Our team only target prospects who spend £3500 per annum + on accountancy fees

You want to make money, meet great potential prospects and grow your firm. We need to justify our fee structure, ensure you get an ROI and talk to serious businesses. That’s why as a minimum our professionals are only involved in targeting medium to large accountancy fees. The result - you need to attend fewer appointments to get a return, partners and senior staff make the most of their time and our team avoids speaking to time wasters.

But that’s not all - these medium to large fees are made up of compliance work. Therefore the opportunity can arise for additional services to be sold at some point in the client relationship. Many of our customers are proactive accountants, offering added value services including advanced tax strategies where the remuneration can be significant.

What return on investment can our accountancy practice expect?

You wont be lured by enticing statistics to get you to sign up with Insight. What you will get is frank, down to earth advice, and our team is trained to put the wrong type of accountants off. Setting up a campaign should not be viewed as a ‘quick-fix’ or looked upon as being easy. Instead you should accept that you are in it for the long haul and be prepared to put the time into a partnership that reviews and improves the results.

A typical return on year 1 is a 2 x return increasing in year 2 (some deals are converted 12 months +)

Plus – you get a database you own with future clients on, direct mail proposal templates, marketing help and consultancy and an increase in your firm’s value.

With Insight your practice will get an offline strategy not standalone telemarketing

Standalone marketing techniques that we employed just a few years ago now don’t produce the same results. To generate a healthy ROI requires an integrated approach where each route to market supports the other. When you work with Insight you get a sophisticated, integrated, proven strategy to generate you high quality appointments and new clients. Your package includes on-site practice development sessions and subsequent consultancy, ongoing support, your own customised database of prospects, letters and direct mail, proposals and social networking.

What’s the best next step for our firm?

Lets chat, you can either call us on 0800 8030826 or use the contact form on the site. There is no obligation whatsoever and if we don’t think that the Insight solution is right we will tell you – no questions, no quibbles. Or you can download a free 30-page eBook ‘Beware of Telemarketing’ using the form below.

Yes please give me this free 30 page eBook ‘’Telemarketing for Accountants’’

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Free Report
Beware of Telemarketing

Beware of Telemarketing

Do not invest in a campaign without reading this

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How does it work?

What makes this service so unique?

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Expected ROI

What return on investment can I expect?

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Pricing?

Gaining new business is never easy – it takes a proven, tested strategy, the right team and a host of resources. You need a reliable stream of highly pre-qualified appointments in volumes you can manage and convert.

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How do I start?

We are not a call centre or telemarketing agency. Our experience comes from sales and

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Client Qualification

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.

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Online vs Offline

We do not believe that it should be either or but both. During your PDS we will discuss in detail how to generate leads online and how to best combine your offline and online marketing for maximum results.

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