Learning

Engage CPA Firm Clients and Prospects with Marketing Automation (On Demand)

Transformation Area

On Demand

Tax Transformation

Offered By:

Inspiration Operative:
Jean Caragher , MBA

Transformation Area:

Field of Study:

CPE Credits

1 Hours

Prerequisite(s)

None

Content Type

On Demand

Level

Beginner

Assessment

No

Course Overview

Your clients expect you to be proactive, to communicate frequently, and to understand their business and industry. Your prospects need consistent communication and resources as they determine which CPA firm they would like to work with. Yet, due to time limitations and other responsibilities, your marketing efforts may be inconsistent.

This is where marketing automation comes in. Marketing automation uses software to automate repetitive marketing activities, including email, social media posting, ad campaigns, and more. It enables you to provide your clients and prospects with content and thought leadership at exactly the right time. This keeps clients happy, and nurtures prospects.

Learning Objectives

• Define the ingredients for successful marketing automation
• Apply marketing automation to your marketing plan
• Differentiate your communications
• Decide if marketing automation is right for your firm
• Assess if your marketing automation is working

Intended Audience

Firm leaders, managing partners, owners, HR managers

Advanced Preparation

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