Creative marketing ideas for accountants

Transcription

1 Creative marketing ideas for accountants Jason Blumer, CPA, Founder/CEO, Thriveal CPA Network 11/15/17 WiFi: QBConnect Password not required

2 CPE Process CPE Credit In order to receive CPE credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 1 hour of CPE CPE certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CPE credit administered in coordination with 2

3 Today s speaker Jason Blumer, CPA Founder/CEO, Thriveal CPA 3

4 Agenda The difference between marketing and selling Creative marketing ideas: Written content (blogs and free guides) Teaching content (webinars and online courses) Podcasting Facebook Live events What should you do now? Ask me a bunch of questions!! 4

5 The Difference Between Marketing and Selling

6 Comparing marketing and selling Marketing Consistently messaging your target market with relevant, actionable information. Consistency Target market Relevant Actionable Selling Educating a qualified lead (human) about them giving you money in exchange for valuable services. Educating Qualified lead (human) Ask for money Compare the money to services 6

7 New marketing? Clients are changing (have you noticed they re getting younger?) Brand Onboarding Trust Firms Onboarding Sales can is a face-to-face now your have clients brands. function. allows them to Brands build Sales huge takes set trust you humans apart, in your to bring business sell to credibility, humans. model. and Onboarding Trust help is the you most actually get significant your provides foot in aspect the proof door of with the your price your sales you prospects. you are can charging. commit to. Brands Invest in prove building your trust. value. 7

8 Creative Marketing Ideas

9 Creative marketing ideas Most effective Written content Teaching content Podcasting Live events Easiest to do Reusable You re a celebrity! Prep in advance Write for clients Course creation Equipment/software Choose platform Consistency Choose platform Consistency Consistency Landing pages? Live or recorded? Find guests? Good on camera? 9

10 Let s do a live Facebook session right now!! First, like the live feed! Thriveal CPA Network on Facebook so you can watch Second, let s talk about the setup to record it on your mobile phone. Third, we have to decide about what to talk about on the FB Live session. Fourth, I need a willing participant to interview about QB Connect and their experience so far. Fifth, figure out how you want to exploit the content further. 10

11 What should you do now?

12 What should you do now? Decide if you want to write blog posts, do a podcast, do live shows, or make a course. For all marketing, consistent content is better than hit or miss. Blog posts schedule your time to write 1 per week. Block your calendar, then post it to your website (250 to 350 words is fine). Then create an image on Canva.com that goes with the post. Repost it to Linkedin, Twitter and Facebook with the image. Schedule social media posts with Hootsuite. Podcast get a Yeti Blue mic and plug it into your computer. Invite a guest over Skype, and record the session with Audio Hijack Pro. Then edit the file (to take out the uhms and coughs) on Garage Band, and then upload to a host site like Spreaker.com. The host site will push the file automatically to itunes for you. Live content decide if you want to do it on Facebook or Youtube. Decide the content you want to talk about then hit Live. You only need to talk for a minute or 2. Be concise and talk about 1 thing, not many things. Then point them to your website in the comments for more information. Make a course This takes a lot of planning and marketing. It s typically hard to start courses unless you have a strong following, or have a lot of clients. People attend courses from people who are considered experts, so make sure you are considered an expert in your field. Use a content site to publish writing, homework assignments, Q&As, etc. Sites like are a good start. You ll also need to develop a marketing plan. Kacee Johnson s session at 1:30! 12

13 Access the presentations & continue the conversation The QuickBooks Connect 2017 Conference App The QuickBooks Community qbcommunity.com Sign in with your QuickBooks login

14 Questions?

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