How to Use Your Accountant Lead Generator to Get More Clients
Build trust and win clients with a system that works all year long.
Your Accountant BrandPack includes a pre-built Lead Generator designed to attract small business owners, startups, and individuals who need accounting help. By providing valuable resources, you’ll grow your client list while proving your expertise.
What Is a Lead Generator?
Examples for accountants include:
- A Small Business Accounting Checklist
- A Year-End Close Guide
- A Simple Budget Template for Business Owners
These resources give prospects quick wins and show them why working with you is worth it.
How It Works
- Someone sees your free offer online or in person.
- They provide their email address to get it.
- They instantly receive the resource.
- They enter your follow-up email sequence filled with accounting tips.
- When they’re ready for support, you’re already the trusted choice.
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Where to Promote It
- On Your Website – Feature your resource front-and-center.
- Social Media – Share tax tips or accounting hacks with a CTA to download your guide.
- Local Networking – Hand out a QR code linking to your lead generator.
- Email Signature – Include “Download my free small business accounting checklist.”
Following Up
The BrandPack nurture emails handle follow-up for you:
- Email 1: Thanks + resource delivery
- Emails 2–4: Short tips on common accounting pain points
- Email 5+: Invitation to schedule a call or bookkeeping review
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Action Plan
Frequently Asked Questions
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