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24WX-1213: Leveraging Marketing Automation for Accounting Firm Growth (Webinar)

Thursday, July 25, 2024
10:30am - 11:30am Central Time
1 CPE (1 non-technical)

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Alternate dates & more options

  • Monday, August 12, 2024 - Webinar
  • Friday, September 27, 2024 - Webinar
  • Thursday, October 10, 2024 - Webinar
  • Thursday, November 21, 2024 - Webinar

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1. Social media 2. Content development. 3. Email marketing. 4. Text (SMS) marketing. 5. Chatbots and other interactive AI tools. 6. Drip marketing campaigns. Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
  • Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
  • Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
  • Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
  • Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
  • Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!

Learning objective(s)

  • Discover how to segment your marketing and sales process in order to automate the areas that will have the most impact on revenue generation.
  • Identify tools that you can use to simplify and shorten the lead generation, lead nurturing, sales, and onboarding processes.
  • Leverage artificial intelligence the right way to develop content ideas and content that will engage ideal clients and nurture existing ones.
  • Create a roadmap for an automated marketing and sales process in your firm to reduce time spent on marketing and sales while creating a consistent and cost-effective lead generation cycle to grow your firm.

Who should take this program?

Firm leaders and marketing specialists working in accounting firms.


Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $55.00
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More program information

Location Online
of study
Practice management
of study
Communications and Marketing - Non-Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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