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Monday, March 3, 2025 Live Webcast

Leveraging Marketing Automation for Accounting Firm Growth (X2-44878)

5:00 PM - 6:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in PD

OVERVIEW

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget. These areas include: 1.

DESIGNED FOR

Firm leaders and marketing specialists working in accounting firms.

BENEFITS

After attending this presentation, you will be able to...

  • Discover how to segment your marketing and sales process in order to automate the areas that will have the most impact on revenue generation.
  • Identify tools that you can use to simplify and shorten the lead generation, lead nurturing, sales, and onboarding processes.
  • Leverage artificial intelligence the right way to develop content ideas and content that will engage ideal clients and nurture existing ones.
  • Create a roadmap for an automated marketing and sales process in your firm to reduce time spent on marketing and sales while creating a consistent and cost-effective lead generation cycle to grow your firm.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.<

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Gaynor Hardy

Gaynor Hardy, MS, CBC

PRICING

$45.00 - Member

$65.00 - Nonmember

Register Today


Note: Online pre-registration will close on March 3 at 4:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings