marketing

Why You Need a Link-In-Bio Tool

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Get around limitations.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

What the heck is a link-in-bio tool? And do I need one? Yes, you do! But first, an explanation is in order.

MORE: What’s In a (Domain) Name? Plenty | Need Leads? Try a Quiz | Now’s the Time to Clean Up Your Email List | Don’t Let Prospects Fall through the Cracks | How to Fire a Client | Five Tips for Virtual Team Member Happiness | Boost Your Cross-Selling in Two Easy Steps | Beyond Bookkeeping: Five Value-Add Service Areas | 11 Kinds of Wealth
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When you complete a social media profile page, you’ll notice that some have the limit of being able to include only one link. The question becomes, what link is best to add? Should you link to your website? Your LinkedIn profile? A free report you offer? Or something else?
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What’s In a (Domain) Name? Plenty

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Not knowing what you’re doing can cost you plenty.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Domain names are cheap compared to other marketing costs. They average $15 to $20 per year per domain. But if you register many domains, they can begin to add up. And if you switch domains, you could end up costing yourself far more than $15 in lost revenues if you don’t know what you are doing.

MORE: Need Leads? Try a Quiz | Five Emotional Skills for Entrepreneurs | Transform Your Marketing with CRM | Five Kinds of Small Thinking | Five Tests: How Open Are You to Change? | Maybe Price Isn’t the Problem | The Seven-Step Plan for Marketing by Spreadsheet
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Here are my thoughts and what’s possible with domain names, especially as they relate to search engine optimization at the macro level.

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Now’s the Time to Clean Up Your Email List

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Sending emails from a laptopYou’ll engage more and spend less.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Hopefully, you are building a list of contacts who have given you permission to email them on a regular basis. This can be done via a newsletter opt-in, free report opt-in or simply a client list.

MORE: Five Kinds of Small Thinking | Three Questions for the New Year | 13 Reasons to Master Consumption Marketing | When to Talk About Fees | Take a Moment for Appreciation | Beyond Compliance: What More You Can Provide  | Boost Your Cross-Selling in Two Easy Steps
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

As time goes on, your list will get larger, and many contacts with email addresses you collected years ago may stop interacting with you. As your list grows, you may be charged more to maintain a larger list size. As people stop opening your emails, it can affect the deliverability of all of your emails.

These are the reasons why you should periodically clean your email list.

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Transform Your Marketing with CRM

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The right system can streamline client communications and simplify prospecting leads. Streamline sales and marketing with the right CRM.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

A CRM is a system that helps you centralize marketing and customer communications with clients and prospects. It stands for customer relationship management, and most of these systems are now in the cloud as web apps.

MORE: Nine Thoughts on Self-Marketing for the Introvert | Don’t Let Prospects Fall through the Cracks | Five Kinds of Small Thinking | Three Questions for the New Year | 13 Reasons to Master Consumption Marketing | When to Talk About Fees | Take a Moment for Appreciation | Beyond Compliance: What More You Can Provide  | Boost Your Cross-Selling in Two Easy Steps
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

What CRMs Do
It’s amazing what CRMs can do these days. As client contact points have grown over the last few decades beyond phone and fax, so have CRMs’ capabilities to unify client messaging. At the core level, all CRMs typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. Most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

Here’s where it starts to get fun.

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Nine Thoughts on Self-Marketing for the Introvert

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Are you afraid to put yourself out there?

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Are you shy? Do you consider yourself to be a private person?  Do you hate marketing because you feel exposed and prefer not to be the center of attention?

MORE: Three Questions for the New Year | Five Lessons My Clients Taught Me | How to Fire a Client | Five Tips for Virtual Team Member Happiness | Boost Your Cross-Selling in Two Easy Steps | 11 Kinds of Wealth
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

If so, you are not alone. But if you are also an entrepreneur or partner, you are probably sabotaging your marketing investment and you have a higher chance of your business failing (or suffering from low revenue).

What can you do? Is there a way to attract clients and stay shy or private?

The answer is maybe. In any case, a mind shift needs to happen.

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