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Accounting Webinar

  1. 1. Accounting
  2. 2. Gain New Clients • Determine what your potential clients’ needs are before they even book an appointment. • View their link and web tracking information in easy-to-read reports to help better cater to their needs.
  3. 3. Easily Manage Contact Data • Any contact data received will be automatically stored in a contact relationship manager for further use. • Collected information can be used to personalize future communications with them.
  4. 4. Automate Client Appointment Reminders • Easily remind clients when their appointments are by scheduling automated reminders. • Reminders can be sent to each client’s preferred contact method.
  5. 5. Optimize Your Social Media Presence • Automate your social media posts to maintain a strong and consistent social media presence. • Clients and prospective clients can remain engaged with your firm and you can develop loyalty by interacting with them.
  6. 6. Engaging with SMS Keywords • Have clients and potential clients text your shortcode to receive helpful accounting tips from your firm. • Answers to texts can be pre- written and automated to send whenever someone sends a text to the shortcode.
  7. 7. Newsletters Keep Clients In the Loop • Have clients opt in to receive regular newsletters from your firm. • Automate the sending of the newsletters and tailor them automatically to suit each client’s interests.
  8. 8. Gain Feedback From Surveys • Easily follow up with clients after their appointment with an automated survey. • Clients feel valued and any data collected helps you to improve your processes to better serve future clients.
  9. 9. Accounting

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