Generally, the best marketing method when you’re just getting started and have exhausted your existing network is LinkedIn. LinkedIn B2B marketing is so useful as a method of lead generation for accountants because the platform is where millions of small businesses share their information—including what industry they’re in, their size, how many employees they have and what types of products and services they offer, among other things. This makes LinkedIn one of the best social media tools for accountants.
When it comes to the best social media for accountants, the greatest advantage of LinkedIn is that you can reach out to these small businesses, create a connection, get access to their email and follow up with them a number of times to set up an appointment for a possible engagement. This method is highly valuable in warming up prospects and creating context around building a possible relationship.
Using social media for accountants allows you to specifically target your ideal tax and accounting customers, send connections requests and send direct messages with decision-makers. Instead of casting a wide net, you can dive into the LinkedIn platform and spearfish for your ideal customers.
Here are specific criteria to utilize in the LinkedIn marketing for accountants process:
Social media for accountants begins by setting up a LinkedIn profile that includes your profile photo, background, experience and skills. From there, you can build out your summary of who you are and how you can help. Then, draw in your ideal customers with a profile title that speaks to them about how you can help their business.
The first step to beginning a conversation with someone on LinkedIn is to send a connection request. Make sure to include a compelling connection request message before hitting Send. Repeat as you continue to identify new potential clients within your network whom you would like to reach out to.
Now that someone has become a first-degree connection with you, you can start to directly message or email them. The first message will explain who you are and how you can potentially help them, and is critical in building a relationship with your ideal customers.
After continuing the dialogue and determining whether both parties are a good fit to work together, schedule an appointment and continue the discovery through a virtual strategy session. Walk through the diagnosis, pitch the sales deck and convert the previously cold lead into a new paying client.
Hear from tax and accounting firm owners who have successfully launched LinkedIn marketing as a client acquisition system for their firms.
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