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Keys to a Productive Tax and Accounting Lead Nurturing Process

KEYS TO A PRODUCTIVE TAX AND ACCOUNTING LEAD NURTURING PROCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Your firm is now properly positioned, you have a conversion-focused website, and you’re driving traffic through your content strategy to develop leads. The second a website visitor gives you their email address, in any way, they instantly become a lead in your system. What now? The final step is to nurture those leads, gently guiding them toward a sale with ongoing, customized email communication. If that sounds like a ton of work, don’t worry. You can set it up to be almost completely automated. In this workshop, you will learn what marketing automation is and how it works, utilize lead scoring, write effective emails, and convert leads to clients.

Learning Objectives:


  • Define marketing automation

  • Measure lead scoring

  • Practice writing effective emails

  • Determine how to convert leads to clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Reams II

CountingWorks PRO
CEO and Founder
lee2.reams@countingworksinc.com
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.