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Professional Services Marketing Digest

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WANTING to Grow or WAITING to Grow?

Posted by Guest Blogger

Aug 24, 2016 9:00:00 AM


Today we have a guest post by Hitendra R. Patil, COO of Pransform, Inc. (Pransform.com) and the author of Accountaneur: The Entrepreneurial Accountant. 

"What should I do to get new clients?"

This is the most common question that I get asked when I speak with accounting and tax professionals.

I ask them, “How are you currently getting new clients?" The answer is mostly “word of mouth” or “referrals."

Pay close attention. “Word of mouth” and “referrals” have been and still are two of the topmost sources of new clients.

BUT, this response actually means that you're not using a real marketing and sales process to beat the competition. 

Referrals bring, more often than not, a perfectly “qualified prospect” in your door. The prospect’s need for your services has already been identified. Not by you, though.

IF you are lucky, your network of contacts qualifies your leads. They turn leads into prospects and bring them into your door. Referrals keep coming in IF you carefully nurture your network. BUT there is no predictability – no consistent pipeline of new prospects.

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Topics: new business development, professional services marketing

Are Professional Services Firms Really Ready for CRM?

Posted by Guest Blogger

Feb 11, 2016 12:03:25 PM

Today's post comes to us from Steve Chipman of LexNet Consulting Group. Lexnet Consulting Group offers a wide range of applications and specialized services related to CRM, email marketing and inbound marketing. We’re pleased to re-post this piece written by Steve Chipman and originally posted on their blog, CRMSwitch, that provides a terrific overview of why companies should invest in CRM.


At CRM Switch, being true to our brand, we mainly cover topics around switching from a contact manager or from an old CRM system to a new CRM system. However, there are many companies that have never implemented any kind of CRM system. People at these companies are wondering why their company should invest in CRM for the first time.

Here are five common organizational problems and a description of how CRM can solve these problems.

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Topics: business development, inbound marketing, CPA Firm Marketing, marketing strategies and tactics, Consulting Firm Marketing, professional services marketing

LeadG2’s Professional Services Team specializes in online marketing for CPA, consulting, recruiting, staffing, and other professional services firms. Contact us here or call Dean Moothart at (407) 913-7091 to talk about how you can get more visibility, leads, and new business for your firm or niche practice.

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