Benefit Plan Audit Lead Generation


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Flashpoint Marketing provides accounting marketing and CPA Firm Lead generation services to firms that specialize in benefit plan audits. This PPT explains the service and various aspects of it.

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Benefit Plan Audit Lead Generation

  1. 1. Employee Benefit Plan Audit Lead Generation<br /><br /><br /><br /> <br />
  2. 2. Lead Generation Definition<br />What is Employee Benefit Plan Audit (EBPA)<br />Lead Generation?<br />EBPA lead generation is the process of identifying new leads for your firm through several inbound and outbound methods including; Direct Mail, Executive Telemarketing, Social Media Marketing, Pay Per Click Advertising (PPC) and Search Engine Optimization (SEO). <br />
  3. 3. Lead Generation – Value<br />Why Does Your Firm Need an EBPA <br />Lead Generation Program?<br />A lead generation program allows your firm to build a pipeline of new EBPA opportunities. Through increased exposure to the marketplace your firm will receive introductions to qualified prospects and access to previously unavailable prospect opportunities. <br />
  4. 4. Key Benefits to CPA Firms<br /><ul><li> Increases Market Knowledge About Your Services;
  5. 5. Provides Access to Qualified Leads;
  6. 6. Works in Coordination with Partner Development Efforts;
  7. 7. Creates a Larger EBPA Prospect Pipeline;
  8. 8. Drives Practice Growth. </li></li></ul><li>Flashpoint EBPA Lead Generation <br />How Can Flashpoint Help Grow Our <br />EBPA Niche Practice?<br />Flashpoint Marketing offers CPA and accounting firms assistance with EBPA lead generation. Unlike other firms we don’t focus on one methodology. Rather we offer a blend of inbound and outbound lead generation programs to drive practice growth. <br />
  9. 9. The Essentials<br />Flashpoint Marketing is an accounting marketing firm that specializes in serving Certified Public Accounting Firms and accounting organizations. Our focus is on driving practice growth through several methodologies. <br />We work with firm management to design, implement and refine inbound/outbound EBPA lead generation programs.<br />
  10. 10. Our Experience<br /><ul><li> Fourteen Years Experience – Accounting Marketing;
  11. 11. Marketing Experience at Big 4 & Regional CPA Firms;
  12. 12. Advanced Knowledge of Accounting Services/Issues;
  13. 13. Deep Understanding of Accounting Sales Cycle;
  14. 14. TenYears EBPA Sales Experience for CPA Firms.</li></li></ul><li>Firms We Serve<br /><ul><li> Certified Public Accounting & Accounting Firms;
  15. 15. Revenue Range from $2M to $150M Annually;
  16. 16. Total Employees Range from 25 – 300;
  17. 17. Most Audit 10 or More Benefit Plans;
  18. 18. Members of the AICPA EBPAQC.</li></li></ul><li>Lead Generation – Services<br /><ul><li> Direct Mail Program;
  19. 19. Executive Telemarketing Services;
  20. 20. Search Engine Optimization;
  21. 21. Pay Per Click Advertising;</li></li></ul><li>Direct Mail Program<br />This Program Includes:<br />Can be implemented independently or in combination with other programs<br /><ul><li> List Acquisition – Based on Geography and Plan Size;
  22. 22. List Validation – Review the Accuracy of List Information;
  23. 23. Development of 3 Direct Mailers –8.5 x 5.5 Glossy Postcards;
  24. 24. Website Landing Page Set-Up – Development of Special Landing Page for Prospects. </li></li></ul><li>Executive Telemarketing <br />This Program Includes:<br /><ul><li> List Acquisition – Based on Geography and Plan Size;
  25. 25. List Validation – Review the Accuracy of List Information;
  26. 26. Development of 3 Direct Mailers –8.5 x 5.5 Glossy Postcards;
  27. 27. Executive Telemarketing to Each Prospect (3 Calls);
  28. 28. Identification of Prospect Opportunities;
  29. 29. Consultation with Firm on Sales Strategy;
  30. 30. Ongoing Follow Up as Needed with All Prospects.</li></li></ul><li>Search Engine Optimization<br />This Program Includes:<br />All Firm Websites – Including Blogs<br /><ul><li> Review EBPA Landing Page;
  31. 31. Keyword Research & Selection;
  32. 32. Review of On Page SEO (H1, H2, IMG and Linking)
  33. 33. Create New Webpages/Keyword Rich Content;
  34. 34. Review Conversion Strategy/ Optimize As Needed
  35. 35. Limited Off Page Optimization to Drive Additional Traffic to EBPA Landing Page.</li></li></ul><li>Pay Per Click Advertising <br />This Program Includes:<br />All Firm Websites<br /><ul><li>Management of PPC Programs on All Search Engines;
  36. 36. Keyword Research & Selection;
  37. 37. Review of Landing Page & Optimize As Needed;
  38. 38. Establish PPC Ads on Selected Search Engines;
  39. 39. Review Conversion Strategy
  40. 40. Review Keyword Performance & Adjust as Needed
  41. 41. Monthly Monitoring & Reporting.</li></li></ul><li>Pricing Structure<br />What Does It Cost?<br />Our Pricing Structures Range in Price Based on the Service Package Your Firm Selects.<br /> We Work on Both an Hourly Basis or a Modified Commission Structure Based on the New Business your Firm Closes from our Lead Generation Efforts. <br />
  42. 42. Questions?<br />Have Questions?<br />Do you have questions about EBPA Lead Generation or how Flashpoint Marketing can assist your firm in this area? <br />Contact us at 888-428-6524 or via email at<br />
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