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prospects
Render of a CRM Funnel Chart.
If you spend two minutes trying to learn about effective marketing techniques, you’ll likely bump into the word “leads” over and over again. Endless emphasis is placed on acquiring them, and for good reason.
Every client starts as a lead, so to get more clients, you need to get – and convert – more leads.
It sounds simple, but it isn’t always. As an accountant, you might have some marketing efforts already in place, such as capturing visitors’ information on your website or receiving referrals from current clients. These are great first steps. The real work comes in, however, when you go from having the name of an interested prospect to actually being able to call that person a client.
Read the "Firm of the Future" blog to see a few proven methods.