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Social Business for 
Accountancy 
Practices 
Paul Harrison | Carve Consulting LLP 
@paulcharrison
In the next 30 minutes.. 
 Challenging the perception of social 
 Understanding your new client 
 ‘Social Selling’ and beyond 
 Communities & Content that create value 
 Where does your organisation sit? 
 5 point action plan 
 Q&A
> The People are 
the Platform
> Your new client is 
social, savvy, mobile, 
connected
> Implementing 
‘Social Selling’
> Communities and 
content that create 
value
10K Fans. 
200 Reached. 
2%
Systemic 
organisational 
engagement 
Integration to BD 
process 
Training 
Corporate Social Broadcasting 
Random acts of social
Action Plan 
① Get senior level buy-in: relationship building (therefore 
social) is EVERYONE’S job 
② Get individual profiles up to an acceptable standard. 
Train fee earners on how to identify opportunities and 
build relationships 
③ Invest in content, considering who / how where / when 
/ what 
④ Promote that content to hyper targeted audiences 
⑤ Ensure the whole company is always-on the business 
of connecting, listening, engaging. This is the new 
normal.
Social Business for 
Accountancy 
Practices 
Paul Harrison | Carve Consulting LLP 
@paulcharrison

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Social Business for Accountants

  • 1. Social Business for Accountancy Practices Paul Harrison | Carve Consulting LLP @paulcharrison
  • 2.
  • 3. In the next 30 minutes..  Challenging the perception of social  Understanding your new client  ‘Social Selling’ and beyond  Communities & Content that create value  Where does your organisation sit?  5 point action plan  Q&A
  • 4.
  • 5.
  • 6. > The People are the Platform
  • 7.
  • 8. > Your new client is social, savvy, mobile, connected
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19. > Communities and content that create value
  • 20. 10K Fans. 200 Reached. 2%
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. Systemic organisational engagement Integration to BD process Training Corporate Social Broadcasting Random acts of social
  • 28. Action Plan ① Get senior level buy-in: relationship building (therefore social) is EVERYONE’S job ② Get individual profiles up to an acceptable standard. Train fee earners on how to identify opportunities and build relationships ③ Invest in content, considering who / how where / when / what ④ Promote that content to hyper targeted audiences ⑤ Ensure the whole company is always-on the business of connecting, listening, engaging. This is the new normal.
  • 29. Social Business for Accountancy Practices Paul Harrison | Carve Consulting LLP @paulcharrison

Editor's Notes

  1. A key opportunity in leveraging owned platforms (iOPEN) will be in engaging RB’s consumers channels. We use techniques such as shared content plans and private communities to engage product social media ‘gatekeepers’ in sharing EB messages. [Nokia, private Facebook group of 125+ community managers].
  2. Since the rollout of #RelationshipsMatter, there have been significant shifts in the way that platforms allow organisations to reach organic owned audience. Facebook EdgeRank impact on organic reach is the most significant of these developments. Today, reach is only circa 2% Similar platform updates at Twitter, LinkedIn and other key platforms are having a similarly seismic reach on brands’ ability to reach. These updates – coupled with the growing importance of the individual channel (characterised by the LinkedIn Publisher platform for example) demand an updated approach.
  3. These systemic changes to owned platforms can best be expressed by re-examining iOPEN, the model for understanding the interplay between individual, owned, paid, earned and neutral networks. Previously (left) Owned was considered the pre-eminent channel which drove earned engagement, supported by paid and neutral activity. Today, the importance of the owned channel has shrunk significantly, Broadcast