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Accountex 2013   referral generation for accountants, proven strategies
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Accountex 2013 referral generation for accountants, proven strategies

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Winning new clients is never easy, and we all know the very best source of new business is referrals. Referrals can be inexpensive to get and are often far easier to sell to because they come to you, ...

Winning new clients is never easy, and we all know the very best source of new business is referrals. Referrals can be inexpensive to get and are often far easier to sell to because they come to you, recommended by a trusted source. They are then in many ways the perfect lead, but obtaining a regular flow of referrals can actually be a difficult process for accountancy firms.

This workshop will explore proven, easy to implement ways your accountancy firm can win more referrals, including:

*How to gather more referrals
*Overcoming the hardest obstacle of all
*Using social media to make referral generating 'easy'
*How to outsource the process and get great client feedback
*Why having an App can really help

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Accountex 2013   referral generation for accountants, proven strategies Accountex 2013 referral generation for accountants, proven strategies Presentation Transcript

  • ReferralsMADEEASYStarts at 1 pm
  • ReferralswhoAMI
  • whattodowhenIfinsih?Including application of some of these referral techniqueswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • ICAS CPAA ACCA Accountancy AgeAccountex IFP ICPA CIMASupportersPromotersAffiliatesMcInerney SaundersIrish Tax Institutewww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • abalancedapproachReferralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals1. Never ask for one!!! Always ask for..2. Testimonials and commendations3. Ask when you’re turned down4. The affinity group5. Use satisfaction surveyswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals1. Never ask for one!!! Always ask for..2. Testimonials and commendations3. Ask when you’re turned down50 appts p.a. @ conversion of 1:5leaves 40 prospects who said No!if just half gave 2 referrals = 40 referrals4. The affinity group5. Use satisfaction surveyswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals1. Never ask for one!!! Always ask for..2. Testimonials and commendations3. Ask when you’re turned down50 appts p.a. @ conversion of 1:5leaves 40 prospects who said No!if just half gave 2 referrals = 40 referrals4. The affinity group5. Use satisfaction surveyswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals6. Systematic networking7. Negotiating for referrals8. Networking lunches or clientseminar referrals9. Referral certificates10. Ask past customerswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals9. Referral certificateswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals6. Systematic networking7. Negotiating for referrals8. Networking lunches or clientseminar referrals9. Referral certificates10. Ask past customerswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • apps&Referralsfaster.further.cheaper.better.}An App does a referral jobwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referrals11. Ask staff members12. Ask vendors & suppliers13. Ask referrals for referrals14. Network through charities15. Referrals from bad debt!!!www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • nevermarketYourselfAgain?Referralswww.rework.com rework@mail.com (987) 124-5678 98 East Street, New York, NY 12345www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • apps&Referralsfaster.further.cheaper.better.}An App does a referral jobwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • Apps&ReferralsReferrals1.Unique design2.Powerful calculators3.Great tax tables and dates4.Blog integration5.Arrange to meet6.Mileage tracker7.Photo receipt manager tool8.Push notificationswww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • apps&ReferralsCommunicate to all your Appusers in seconds‘Push Notifications’In a blog you could simply say,“Could you think of three friends or colleaguesyou could recommend this App to?”www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • apps&ReferralsOr email all your clients and say,“If you have found this App useful maybe your friends orcustomers might too. Maybe they’d like the mileagecalculator and receipts tool that you use helpful. It wouldbe great if you could consider recommending that theymight like to try the App for themselves.All they have to do is visit www.myfirmsapp.co.uk/demo”www.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • biggesthurdleIswasprice...The most power App available atthe very best price!From just £599 + VAT orYour own Gold App at £899 + VATHow many clients would you needto win to get a return on this smallinvestment?Xwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • he ‘discovery’ we made withAccounting Practice ICAS Tayabli& many others
  • RegisterforyourfreedemoonstandatAccountexor...Register for your free App demo including LinkedIn & App referrals:www.myfirmsapp.co.uk/free-demoFrom the comfort of your own deskTotally free, with no obligationDiscover how other firms are using itUncover the value for your firm and your clientsExplore ‘Effective Mobility’ for your firmWhich App is best for youOr call us on +44 (0) 1325 469603Or email me danielr@insight-marketing.comwww.myfirmsapp.co.uk danielr@insight-marketing.com +44 (0) 1325 469603
  • goodluck!www.myfirmsapp.co.uk danielr@insight-marketing.com+44 (0) 1325 469603