As the end of the year approaches, it's time to think about how to get profitable new clients to know, like, and trust you for the upcoming tax season. Here are some tips to help you get your marketing ship in shape so you can enjoy your most profitable tax season...
After managing existing customers, managing leads is probably the next thing people think of when they think of CRM. "Leads" means different things to different people; when I use "leads" I am referring to "suspects." Suspects -> Prospects -> Customers ->...
First things, first. Let me describe my business and some of my CRM needs first in order to give some context to this series of posts. I am currently a sole-proprietor. I have a brother who works with me while he is in grad school and hope to have him onboard full...
I was talking to a small business owner today about referral marketing when I commented that he had gotten good at asking for referrals often, but he didn't ask for them early enough. To have a successful referral marketing system, you need to expect referrals. One...
It seems like I have been having a lot of conversations around the subject of how to get more referrals lately. Small business owners love referral marketing because it is cheap and effective. The main cost is time spent seeking and following up with prospects....
Many small business owners fall into the trap of believing that the only way to improve their revenue is to use advertising to drive more traffic to their business. The model looks something like this – Traffic x Conversion Rate x Average Sale = Revenue. The...
Did boring presentations exist before PowerPoint? Personal experience tells me that PowerPoint users do not have a monopoly on boring presentations. I also have never attended a presentation given by PowerPoint (or any other piece of software). However, I often hear...
Over on the Duct Tape Marketing blog, John answers the question - "How long should it take for my marketing to work". You probably aren't going to like the answer, but you should read it anyway. As John states - "...marketing is not an event, it's a...
This weekend, I received a nice marketing piece from Deloitte bundled with my copy of CFO magazine. It was a booklet titled Breathing Lessons (How CFOs can thrive under pressure). This book does a very nice job of identifying their ideal customer - Chief Financial...
Over on the Duct Tape Marketing Blog, John has some good tips for professionals that avoid marketing because they are uncomfortable with tooting their own horn. As a CPA, I've had this uncomfortable feeling myself and seen it in others. The accountants I know feel the...