How to Use Your Bookkeeper Lead Generator to Get More Clients

Turn your expertise into a steady stream of new leads.

Your Bookkeeper BrandPack includes a pre-built Lead Generator designed to attract, educate, and convert potential clients. Instead of waiting for referrals or cold-calling, you’ll now have a tool that works 24/7 to bring in the right prospects—so you can spend more time serving clients and less time chasing them.

What Is a Lead Generator?

A Lead Generator is a free resource you share in exchange for someone’s contact information.
For bookkeepers, this might look like:

  • A Bookkeeping Checklist for small business owners
  • A Monthly Accounting Template
  • A Guide to Common Bookkeeping Mistakes

These resources do two things at once:

  1. Provide real value to potential clients (earning their trust).
  2. Capture their contact info so you can follow up with helpful emails and service offers.

How Your Lead Generator Works in the Bookkeeper BrandPack

When you use your Lead Generator, here’s what happens:

  1. Visitor Sees Your Offer – A social post, email, or website banner invites them to download your free resource.
  2. They Sign Up – They provide their name and email address in exchange for the resource.
  3. They Get the Resource Automatically – The system delivers your checklist or guide instantly.
  4. You Stay in Touch – Automated emails nurture them with bookkeeping tips, reminders, and service invitations.
  5. They Book with You – When they’re ready for help, your name is already top of mind.

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Promoting Your Lead Generator

To make the most of your Bookkeeper Lead Generator, share it in places your audience already spends time:

  • Social Media Posts – Share short tips with a link to your free checklist.
  • Email Signature – Add “Download my free bookkeeping guide” with a link.
  • Website Pop-Up – Invite visitors to grab your resource before they leave.
  • Networking Conversations – Offer it as a no-pressure way to help someone right away.

Following Up with Leads

The Bookkeeper BrandPack comes with done-for-you nurture emails that keep you connected:

  • First email: Thanks them and delivers the resource.
  • Next few emails: Share practical bookkeeping tips and reminders.
  • Final emails: Invite them to schedule a free consultation or monthly bookkeeping service.

This way, you stay helpful, relevant, and consistent—without writing every email from scratch.

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Action Plan

  • Log in to your Marketing OS and review your Bookkeeper Lead Generator (the checklist, guide, or template).
  • Customize the text with your name, branding, and contact info.
  • Share your Lead Generator link on social, email, and your website.
  • Test the automation to make sure leads get the resource and follow-up emails.
  • Keep promoting it regularly—your Lead Generator works best when you put it in front of as many people as possible.

    • Frequently Asked Questions

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