Events

Your 2024 Marketing Plan

30 November 2023

Webinar: 12:00 PM - 1:00 PM GMT


Objectives
Marketing has defined as “Satisfying an unsatisfied customer uniquely well” – whilst possibly a bit harsh, the point is well made – do we know:

  • What our clients REALLY want from their accountant? and
  • Do we deliver in such a way that they find most satisfactory?

Do we KNOW the answer to these 2 questions? Many firms will have partners who think they know on the basis that they are close to their clients. 2020’s research through 000’s of client interviews over nearly 30 years confirm most partners and fee earners cannot answer these 4 simple questions;

  • What do most of clients care about when dealing with their accountant most of the time?
  • How do we (as their accountants) stack up on those important issues?
  • Have they SERIOUSLY considered changing their accountant in the last 12 months?
  • What other services would they be interested in buying from their accountant?

If we KNEW the answers to these questions and our marketing plan reflected these answers, then our marketing plan would be a very powerful document to action.

Key Topics

  • Marketing Focus​
  • Your “Target Market” Client proposition for 2019/20, niches​
  • Team involvement & Client satisfaction​
  • Networking for referrals & recommendations​
  • Marketing materials that work​
  • Websites​
  • Manual materials (still matter to some people)​
  • Marketing activities to generate quality leads​

Structure, Resources and Measuring marketing success​
 
Who Should Attend
Managing partner, partners, practice manager, aspirational fee earners & marketeers.

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