For your business to thrive, there are two vital linchpins that must be addressed, developing client relationships and exploring how to increase your turnover.
But just mention the word “marketing” to most accountants, and watch them run for cover!
Well, let us reassure you. The CTC way of marketing is not a “salesy” approach with all the baggage that people usually associate with that. What we do is take you through a process that begins with your existing clients, where we show you how to manage them better by first helping them clarify their expectations. The culmination of the process is successful active marketing of your business with social media.
Depending on what you are currently doing, we will take you through a combination of any or all of the following procedures. We carefully consider the unique nature and needs of your particular business, and we tailor the order and the way we do them to your individual requirements.
- Build a marketing plan
- Ensure you have all the correct documentation in the client relationship process: engagement letters, terms of business, etc.
- Establish a client management process that fits with your way of doing business: contact program, who manages each client, who deals with certain aspects of your business
- Use newsletters and other client information media
- Classify your client base and what level of service they require
- Develop your products and services, aligning them with your client base
- Use brochures and other social media to promote your products and services
- Strategize your marketing with a website, LinkedIn and other social media
It is worth remembering that marketing to existing clients is 70% easier than marketing to those who don’t know you yet. And it costs less!! After all, your existing clients are already sold on you!
Just be aware: before you embark on “Client Development”, you really need to be ready for the work that will flow in. Social media alone is very powerful, and far more so in conjunction with the other steps you will take. You don’t want to risk setting yourself up for chaos or loss of clients, staff and money.
So, it is important that you first have in place your “Smart Leadership”, “Structured Teams” and “Essential Systems.