Marketing Diagnostic Workshops

Private Marketing Diagnostic Workshops for accountants, tailored to you and your business.

As an accountant, if you’re looking to invest any amount of time and money into your marketing endeavours, then it’s essential that you have strong foundations in place. Without these, you can easily waste time and money on strategies which aren’t appropriate for your target audience and don’t get you the results you need.

These four-part marketing diagnostic workshops are carried out privately for you and your team and are individualised to your accountancy firm’s requirements. We cover a few essential areas that you’ll need to have nailed in order to drive leads from your marketing efforts - some of the areas below you may already have in place to varying degrees, so the depth of each section will be tailored to your firm’s individual requirements.

Outcomes: Following these sessions, you’ll have a comprehensive marketing strategy to fully support your business and marketing efforts going forward.

Investment: from £4,999+VAT depending on requirements

    • Brief overview of the existing marketing strategy (if one exists)

    • Outlining key business objectives and results you’re looking to achieve, underpinned by your marketing efforts.

    • KPIs if applicable

    • Specific, measurable, achievable, relevant, and time-bound (SMART) goals.

    • Short-term and long-term objectives.

    (this section is likely to be revisited once the workshop is complete)

    • What are buyer personas and why are they essential to success?

    • Practical time spent thinking about your own personas

    • Personalised buyer personas to suit your business

  • Analyse competitors in your industry:

    • Identify strengths, weaknesses, opportunities and threats (SWOT)

    Value Proposition:

    • Define what sets your product or service apart

    • Communicate the unique value you offer to customers.

Part 1: Introduction to Digital Marketing 

    • The role of social media in the accounting industry

    • Platform selection (e.g., Facebook, Twitter, LinkedIn, Instagram).

    • Content calendar: Types of content, posting frequency, and engagement strategy.

    • Key performance indicators (KPIs) for social media success.

  • PPC Advertising:

    • Platforms (e.g., Google Ads, Facebook Ads).

    • Budget allocation and bidding strategies.

    • Ad creative and copywriting.

    • Landing page optimisation.

    • Regular performance analysis and adjustment.

    • KPIs for PPC advertising.

Part 2: Social and paid activity

    • Email Marketing & CRM:

    • Building and segmenting your email list.

    • Email automation workflows for lead nurturing and customer retention.

    • Personalised email content.

    • Integration with CRM software for data management.

    • KPIs for email marketing and CRM success.

    • Blog posts, videos, infographics, whitepapers, and other content.

    • Content distribution and promotion.

    • SEO optimisation.

    • Content calendar and publishing schedule.

    • KPIs for content marketing success.

  • SEO Strategy:

    • On-page and off-page SEO optimisation.

    • Keyword research and targeting.

    • Link-building strategies.

    • Monitoring and reporting.

    • KPIs for SEO success.

Part 3: Advanced Digital Marketing Strategies 

  • Dive into what needs tracking and tailored recommendations for how to track it.

    • Recap of key takeaways

    • Guidelines for building out on the marketing plan further

    • Action plan for implementing marketing strategies in your practice

    • Revisiting of KPIs to ensure feasibility.

Part 4: PR and Reporting

Post-Workshop Support: 

  • Access to workshop materials and resources

  • Ongoing mentorship and support

  • Discounted set up on any of our Marketing Packages

Interested? Enquire here: