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Keep Conversation Flowing When Working Remotely

When the entire team was in the office, short conversations in the breakroom or by the printer were common and helped you get to know your coworkers. Maybe you’ve heard these quick chats called “water cooler moments.” Water cooler moments are a great opportunity to simply hang out with one another and get to know coworkers on a personal level. You may have had many water cooler moments with clients as well when you met up for lunch or happy hour to discuss upcoming projects.

Now that many offices are working remotely or have implemented a flexible work-from-home model, these personal and impromptu moments to connect are far and few between. Here are a few ways to make water cooler moments with coworkers or clients possible when working remotely.

Incorporate Casual Conversation into Your Routine Meetings

Add time for water cooler moments into your regularly scheduled meetings. You can even add structure to these casual conversations by planning a specific question to ask in advance, or noting to catch up on the client’s recent vacation that they took. Taking the time to ask these light-hearted, personal questions allows you to build meaningful relationships with coworkers and clients. It allows you to understand their thought processes and patterns, which can make work more fun for everyone.

During these water cooler moments, take note of any personal status updates a coworker or client shares with you. Building strong relationships is possible even when working remotely! Remembering that a coworker was going to a specific state for vacation allows you to follow up and ask specific questions about their time off. Or maybe you notice that your client’s office has a different décor. Make personal connections whenever you get the chance to maintain a positive work environment, even when you’re at home.

PODCAST: Quick tips to nurture client relationships

Utilize Technology

There are many tools to make water cooler moments even more impromptu than during a meeting. Utilizing tools like Slack and chat features tied to your email or video conference software are easy ways to quickly say hello to a friend at the company. These features can also be used for quick work updates, so whenever you have to share a status update on a project, make sure to ask about the coworker’s kickball league or favorite sports team. These conversations don’t have to be long, but are meaningful and help build team comradery.

There are many different types of professional online messaging tools your firm or association can use to stay connected. If you don’t know of a tool that your organization uses, reach out to the HR or IT department. Maybe there is one that you need to get connected to, or they would be able to set one up for the entire team to take advantage of.

VIDEO: A positive work culture attracts great candidates. Learn more!

Get Face-to-Face

The best part of in-office water cooler moments is that you had the opportunity to connect with coworkers that you didn’t work with directly, or you could schedule regular hangouts with a client. When we work from home, that opportunity to connect with different teams or departments is often missed. If you’re like us at Ingenuity, you love forming relationships with people. Don’t be afraid to admit that casual conversations in the middle of the work day is something that can turn your day around! If this is you too, invite a coworker or client to have a quick 15-minute phone or video call with you over coffee.

These conversations aren’t impromptu, but can certainly be something to look forward to. Just because so many of us are working from home doesn’t mean that we don’t have to see one another. Reach out and send the invitation to connect. You may be surprised at how many of the people you enjoyed talking with near the printer in the office will want to chat remotely.

Keep the Conversation Light

Quick chats in the breakroom were fun because they were refreshing. The topic of work didn’t come up often. It was a little bit of a break that allowed you to go back to your task at hand with a new perspective and cleared mind. Light conversations also helped you form long-lasting relationships with clients.

Keep the same strategy in place when you decide to send someone an online message, invite them to a one-on-one video call or when incorporating water cooler moments into your meetings. Allow this time to be a little break from the reality of your work day.

By taking a break, you gain momentum on your project when you get back to your desk. Your clients also benefit from the break, and the entire office benefits by you having built stronger coworker relationships. Relationships that you form through these impromptu conversations will allow you to work better with coworkers and clients. Not only will you work better with one another, but work will be more fun, more conversational and the finished project results will be collaborative and successful. Implement more water cooler moments into your work-from-home routine and reap the benefits!

Virtual networking is here to stay! Learn more tips about how virtual tools can boost your firm or associations business development strategy.


 

Cat sniffing catnip

3 Things to Make Your Association Like Cat Nip to Members

 

What if your association offerings were like cat nip to members and potential members? They rush to it. They actively engage in it. It makes them happy.

This is exactly the experience you want members to have, especially with the changing demographics of professionals. They consume information and socialize differently than they did within associations 20 years ago. If we know anything about digital marketing ideas, we know that you can adapt your outreach to become catnip to your members. Try these three things.

Help Them Browse and Shop

Your buyers are comfortable shopping online, and they do it with services just as much as with products. A GE Capital Bank “major purchase shopper study” found that 81% of buyers go online before talking to someone. They also spend an average of 79 days gathering information.

Your online presence should allow your members and potential members the ease of shopping your site, gathering information and resources and confirming the value of membership. Don’t have all your good stuff locked behind a “members only” wall. Your potential members need opportunities to browse and consider contacting you.

Some of the top resources we’re seeing on association sites include industry studies and survey reports, videos by current members and infographics that show the results and benefits of membership. Reinforce how your association is a critical avenue to their success.

See an example of a valuable industry report.

Provide News and Listen for Trends

Marketing for associations is all about being a resource. You want to be the go-to source of valuable information. You do this by providing up-to-date news, but also by listening for emerging challenges or trends.

Your social channels are invaluable for providing this service. Don’t just promote the results of your educational events or conferences. Photos and videos are great to showcase your member culture, but also post legislative news, industry breakthroughs and studies relevant to your audience.

In addition, listen to your members for issues they are concerned about. Follow their posts and identify opportunities to create events, resources or articles and videos that address those needs.

Offer Multiple Points of Interaction

As your members go about their day, they consume information in different ways. They may use their digital notebook to read the news in the morning from various digests. Then they check their social networks. Later, they may listen to a podcast while exercising or driving. Your association marketing must consider how your members consume information at different points in their day. Provide your information in those multiple formats.

If you record your webinars, for example, turn that valuable information into a podcast series. It’s easier for members and potential members to consume while they’re on the go. The technology is available to easily transform an MP4 file into audio only.

In addition, you will find that some members prefer attending virtual events even as in-person events ramp up. Keep that hybrid option available, and think about how to make the virtual experience special and impactful.

Meet your members and potential members at the crossroads of their needs and lifestyle, and you will keep them coming back for more!

For more cat nip ideas and marketing for associations, contact us at Ingenuity.

SEE HOW THIS GLOBAL ASSOCIATION IS MAINTAINING ITS COMPETITIVE POSITION AND MEMBER INTEREST.


 

Video tile header for brand refresh video

Elements of a Brand Refresh

Could your brand use a change? An industry rule of thumb is to update a brand every five years, but instead of creating an entirely new brand maybe you could use a refresh! In this video our Lead Design Consultant, Robert Wasiluk, gives advice to bring new life to any brand. Check out the video to hear Robert’s five creative branding tips.


If you prefer to read this content, the video transcript is below.

Your team is hinting that your logo and overall look could use a change. But what if you just updated everything a few years ago?

An industry rule of thumb is to update your brand every five years. Instead of a whole new brand, you might just need a re-fresh!

Here are 5 elements of a visual brand re-fresh that can make a huge difference in your firm’s or association’s first impression. 

  1. Inspiration – Whenever you do a brand refresh, look at fonts, colors, inspirational imagery and words. They can give you direction for updating your visual branding. Also look at your competition. You still want your refreshed brand to be unique.
  2. Logo Usage – Look at the different formats of your current brand identity, and how they are used, to make sure a revised logo will fit those specific uses. Does your refreshed logo need to look good in an email signature, but also on a t-shirt? Test it out.
  3. Color Palette – Sometimes your current color palette is limited or out of date. By adding complementary colors to your primary color palette, you get an instant refresh!
  4. Brand Style Guide – Do you have a style guide? Sometimes your style guide can point to options for refreshed logo uses, additional approved fonts or colors, and even new photo imagery.
  5. Identity Kit – You want to save your refreshed brand identify in a variety of file formats. This makes it easier to send a .jpg or a vector .eps file to a vendor for an ad or to your webmaster. Create presentation templates and digital forms with your refreshed logo, so that everyone is using it consistently.

Once your brand is refreshed, use this opportunity to include your internal team and promote it to the public. Share your new look on social posts or host an old stationery shredding party! Everyone loves a makeover!

Clarify your brand positioning. Download our brand strategy resource to better identify and establish your brand.


Waterfall with rainbow

Add Client Check-Ins to AEC Project Debriefs

We all agree that project debriefs are helpful if you can get clear takeaways about areas to improve in your management processes, cost estimates or client communications. But everything we’ve read about project debriefs is essentially internal and focused on your team.

What about the client’s perspective?

AEC firms tell us that they get the majority of their new work through repeat clients or referrals from clients. So it begs the question, why aren’t project managers checking in with clients immediately post-project, six months after a project and so on?

Some experienced project managers and firms with a sales team are great at this, but it should be a common practice across your PM team if you are building a culture that delivers consistently stellar client experiences. PMs who check in with clients strengthen the relationship, and they will also hear about future work on the horizon sooner.

It’s a team effort. PMs and business developers have different, but complementary interests in the relationship. Business developers are interested in keeping clients happy and attracting new work. PMs are interested in improving processes, efficiency and project outcomes. It all translates to new work and more enjoyable projects for everyone.

Winning AEC Business While Retaining Great PMs

Here are some thoughts to integrate client check-ins with your post-project debriefing. They are a key part of competitive research and winning future business.

  1. Encourage your PMs to invite or join clients for lunch. Post-project, you should have fun, celebratory lunches or post-project conversations. Why? It will strengthen the client relationship by letting the PM show their human and personal side. People who have a nice time together are more likely to want to work together in the future.
  2. Prep your PMs for great post-project questions. As part of your debrief process, create some questions that the PM can use to collect important feedback and also ask for referrals. You already know if the project came in on time and on budget, so why ask clients that?

Ask them about what they appreciated most during the project and what might have displeased them. Ask if you’re on the same page about the value you delivered or if they have other ideas. And finally, ask how likely they are to refer you to other clients, and when there might be new work coming your way.

READ: Read this post for additional interviewing techniques

  1. Train your PMs to share client feedback with marketing and business development. If your marketing team doesn’t know about how your firm saved a client thousands of dollars through a new choice of materials or an alternative design approach, they can’t share a success story to attract new business.

Plus, PMs can feel proud talking about their “wins” on a short video or sharing a client compliment in a case study. Even if you have an NDA, smart marketing people know how to discreetly share that competitive feedback and communicate your firm’s value to clients and prospects. Client feedback and stories are the most memorable ways to do that. And who is closer to the project’s value and deliverables than the PM?

Why is client feedback so important for AEC repeat business? You can’t assume that clients will choose your firm every time. These industries are too competitive.

Instead, proactively ask for the feedback through your debriefing process. Discuss the project internally, and then take that information on the road to discuss with your clients. They will appreciate that you spent time talking about their project, and you will appreciate having time with them that isn’t solely focused on a proposal, a problem or a deadline.

We highly recommend a post-project celebration, too. Cheers!

SEE INGENUITY’S AEC MARKETING SERVICES

THIS FIRM TRANSFORMED GREAT PROJECT RESULTS INTO PR FOR THEIR AEC FIRM


 

Someone laying bricks

AEC Marketing Basics

There’s no question that your AEC firm is busy! The marketing department may be creating proposals left and right to take advantage of all the new business opportunities. When new business can be quickly earned through proposals, the firm’s marketing basics can be left out to dry. While proposals certainly position your firm to win new business in the present, these marketing basics will continue to position your firm for success long into the future.

Be Present Online

According to Intergrowth, 80% of major purchases start with online research. As people go online to learn about the AEC industry and your services, it’s critical that your firm can be found through an internet search. Here are some ways to make sure your firm shows up as a search result and that your brand is accurately represented online.

    • Add content to your website. When was the last time you updated information on your site? Add information about completed projects, industry trends and anything else that sets your firm apart from the competition. Write a blog about the new drone technology your firm has invested in or highlight a presentation that an employee gave at a recent conference. By creating valuable, educational content, you educate your potential clients and become a trusted thought leader within your industry.

Here are a few content ideas to incorporate into your marketing strategy:

    1. Blog posts
    2. eBooks, worksheets and templates
    3. Project photos and videos

SEO Tip: Adding information to your website helps your firm stand out on search engines like Google. Search engines are more likely to highlight websites that are maintained and updated regularly.

    • Regularly post to social media. Social media is an extension of your website. Use these platforms to engage with partners, clients and to showcase your work. Social media can also be a great tool to retain and attract talent to your firm by highlighting firm news and culture events.

SEO Tip: An active social media account that links to your website also improves your chances of being a top search result on Google or any other search engine. We recommending posting to social media at least 1-2 times a week.

DOWNLOAD: Check out these easy tips to improve your website’s SEO

Email Marketing

Email marketing continues to be one of the most powerful ways to reach warm leads and convert them into clients. By emailing your contact list consistently, your firm stays top of mind. Find an e-newsletter schedule that works best for you and stick to it. We recommend sending an email at least once a month to communicate with your contact list.

Topics to include within your future newsletters:

    • Award Recognition – Highlight recent awards your firm has received, or projects you’ve completed. This showcases your firm’s experience and instills trust in your brand.
    • Webinar Invitations – Whether you’re hosting a webinar or one of the firm’s employees is participating as a speaker in one, promote it via email. This positions your firm as a thought leader within the industry. Webinars are a great lead generation tool!
    • Content Updates – Highlight the new content you’ve added to the website. New blogs, video or resources are always popular to share and will drive traffic back to your website to learn more about the firm.

VIDEO: 5 Email Marketing Tips for Lead Generation

Tell Your Story

Your firm exists to help clients reach their goals. Case studies are a powerful tool to help others understand the work you do and highlights successes. Rather than tell prospective clients how you can help them reach their goals, show them. Tell the story from start to finish, but highlight the client as the focal point. Your case studies should answer the following questions:

    • Who is the client and what do they do?
    • What were the client’s goals?
    • What were their needs?
    • How did you satisfy those needs and help meet the client’s goals?

But don’t stop there! Follow up with this client to ask them how your firm’s work benefited them. What solutions do they feel like your firm provided? 

Testimonials

This leads us to our last point. When discussing previous work with clients, collect a testimonial about your relationship. Share these testimonials far and wide. Share on your website, via social media, in newsletters and in case studies. Testimonials connect with future clients in a meaningful, personal way. Others can relate to a testimonial and will work with your firm to have a similar experience. 

Your AEC firm is busy, but don’t push these marketing essentials to the side any longer. They continue to be the foundation of your firm’s success and support future growth opportunities. Proposals are the sprinkle on top. Position your firm for longevity by investing time and energy into the marketing basics that will continuously position your firm as a leader and innovator within your industry. 

Looking for more guidance on marketing basics? Contact us at Ingenuity.

DOWNLOAD: THIS AEC DEBRIEF CHECKLIST HELPS BUILD LONG-LASTING RELATIONSHIPS. HERE’S HOW.


 

Illustration of computer monitor with Google Ads logo on the screen

Best Practices for Digital Ad Campaigns

If you’re reading this, you may have made the decision to maximize your online presence by investing in Google Ads. Or, maybe you have been using Google Ads for some time but want to change them up to improve their overall performance. Let’s talk through best practices to create engaging, persuasive and reputable online advertisements.

READ: How Google Ads Can Support Business Development

The Importance of Versatile Ads

When investing in Google Ads, you want these ads to be placed in front of people that are interested in information related to your firm or association’s services. Your goal is to attract people to your website that need your help.

When creating a Google Ad, you have the ability to create multiple headlines and descriptions. Google is an intuitive machine that will then interchange your headline and description based on what someone is searching for online. The keywords that you implement into the ad content should attract people who are actually searching for information related to your services. If you have been using the same ad copy for a while, it might be time to change the headlines and descriptions to better reach your target audience through refreshed keywords and phrases.

READ: 3 SEO Boosters and How to Implement Them

Create an Engaging Landing Page

Think of the landing page associated with your online ad as the face of your organization. How do you want new website visitors to view your brand or services when they visit your website for the first time?

Tips to make your landing page engaging and effective:

  1. Deliver on the ad’s promise. Does the landing page provide information a viewer would expect to find based on the content of the ad? Make this information front and center so it can’t be missed.
  2. Create engaging content. Instead of the usual, printed copy on a page, turn your message into a video to better explain your services or upcoming event. Create a downloadable resource to share, or display a case study. These engaging content ideas better position your firm or association as a thought leader by displaying your expertise, and by making your message memorable.
  3. Make it easy to reach out. Create a contact form for website visitors to fill out if they want to get in touch. Visitors that click through your ad and land on the website are potential leads. Collect contact information to follow up with them and add them to your newsletter. This follow-through helps you stay top-of-mind when they are ready to become a client.


Ask yourselves these three questions when designing an ad landing page:

Google prefers to showcase ads with landing pages and that have these three factors: relevance and original content, transparency and navigability.

  1. How will a visitor navigate the page? Design your landing pages with your target audience in mind. Encourage engagement and navigation to other areas of the website.
  2. Are you providing clear information? Be direct and upfront with the information and services you want to highlight on each landing page.
  3. Is your landing page relevant to the ad? Use similar keywords and phrases on the landing page as you do in the ad. Assure visitors that your information is what they were looking for.

The Impact on Quality Score

The relevance of an ad and an engaging landing page do make an impact on your ad’s overall performance. These elements are critical to making your Google Ads a success because these elements impact the ad’s quality score. Quality score is Google’s rating system to show you how user friendly your ads, landing pages and keywords are. This rating is represented on a scale from 1 to 10, with 1 being the lowest and 10 being the highest, or best performing. If your ads have a lower quality score, they are less likely to be placed in front of people searching for services related to what you have to offer.

You can improve an ad’s quality score by creating specific landing pages for each ad you have. Meaning, don’t link to the same landing page for multiple ads. Quality score can also be improved by using relevant keywords. Just like we mentioned before, make sure your ads are relevant to the landing page you’re directing them to.

We hope you now have a grasp on how to make your ads relevant, how to make the landing page engaging and how these elements impact your ad’s overall performance. With these tips in mind, your ads and web content will encourage new visitors to engage with your firm or association, supporting your business development strategy.

Curios to learn more SEO tips? Check out our SEO Checklist, a tool designed to help you improve conversion.


 

Video title header for "Why Market Position Matters"

Why Your Market Position Matters

What do you do? How you answer that questions explains what you want to be known for and describes your brand or market position. As your firm, services or industry changes, so should your market position. Dawn Wagenaar, Principal at Ingenuity, explains how you can describe what you do in a clear way for all of your future networking opportunities.


If you prefer to read this content, the video transcript is below.

What do you do?  That’s a good question. I’m sure you’ve had people ask you that at networking events or private parties, and sometimes it’s not easy to answer.

If I say that I own a marketing agency, people find that interesting, but it doesn’t really tell them what I do. I have to clarify how my agency is different from all my competitors.

Questions about what you do are really about your market position. What do you want to be known for? Can you describe your brand or market position in a few words?

I might say, “I own a marketing agency. We deliver strategies to help professional service firms and associations grow their firms and organizations.” That sounds like an elevator speech, but it comes from a clear and focused market position.

Usually people also want to know where we’re located and what services we offer. Your market position answers these questions and clarifies where you fit in to your industry.  

Why is a market position important? It’s because your business will change over time. You attract new kinds of clients. You attract new talent. You may add services, offices or target markets.

Your market position defines and focuses your communication to potential partners and clients and employees. It can even be used to describe your firm to the media and to trade associations.

When you pay attention and refocus your market position as your firm changes, then everyone is clear on why your firm exists.

From there, you can research and create differentiating key messages, target client personas and your growth strategy.

My advice is to focus on the big picture of your market position. Make sure it’s still accurate. That way, you will have a clear, competitive statement for all those future networking opportunities.

If you need guidance on your market position or branding, call me at Ingenuity!


How has your industry changed over the years? Our research strategy tool makes it easy to identify gaps. Take a look!

Desk with Laptop showing video conference

Virtual Networking: It’s Here to Stay!

 

Virtual networking provides countless advantages to boost your business development strategy. Not only can you form long-term relationships with potential clients and business partners, but you get to connect at your own convenience.

Taking advantage of virtual networking allows us to connect with anyone from anywhere. There’s no longer a limit to how far we will travel to meet prospects, or a need to coordinate travel days into our busy work schedule. It also allows us to connect with others in different time zones, and then take our children to soccer practice later in the afternoon. The new virtual world we live in allows professionals within any industry to maintain a personal and work life balance.

Virtual networking is here to stay simply because of the convenience factor. Here’s how to take advantage of this new way of doing business.

Virtual Networking Can Still Be Personal

Just like you would talk about weather or traffic when meeting a prospect in person, you still need to add these casual conversational pieces into your virtual discussions. In other words, don’t make it all about work. Ask about a painting or photo someone has behind them during the video conference call. Ask them questions about their weekend or their hobbies. Side conversations like this make networking fun, memorable and personable. It’s these types of conversations that allow you to form long-lasting, valuable relationships with potential leads that turn into loyal clients.

Add variety to how you connect with your prospects. With the year 2020 behind us, you’ve probably heard or experienced what we often call “Zoom fatigue”. It’s true that being on video or on a long call can be exhausting, especially when you’re trying to separate personal and work life. Ask your prospects if they prefer to meet on camera or over the phone today. Who knows, you may find prospects in your local area who would prefer to meet at a coffee shop.

Other ways to stop top-of-mind with prospects is to share resources. After knowing your prospects interests and appetite for your services, share podcasts, blogs, videos or other resources you’ve found to be helpful. Connecting like this via email allows you to be seen as a valuable resource, helping the potential client to understand certain topics or gain industry insight.

PODCAST: THE MAGIC OF VIRTUAL NETWORKING

Virtual Networking Adds Flexibility to your Work Schedule

We now have the opportunity to network with people far and wide, whenever it works best for our work or personal schedules. You may find that fitting virtual networking into your busy work schedule is easier than ever. Maybe for you, scheduling multiple video conference calls in one afternoon allows you to cross multiple necessary discussions off your business development to-do list quickly and efficiently.

It may seem difficult to initially connect with new prospects. Once you have their contact information, offer a brief 10 to 15-minute phone call. Brief phone calls remain less intimidating than video conferencing. This phone call can be used to get to know what the prospect’s needs are, what they are looking for and how you can help. From there, having a follow up discussion via video can be a more beneficial use of time and provide an opportunity to share informed insight to what specific services or information the prospect is looking for.

Connecting virtually also allows you have to have multiple resources at your fingertips. When meeting virtually with a potential client, you can have their website up on your computer screen while you ask questions about their operations. Maybe you even skim through their LinkedIn profile during your discussion to speak to specific work-experience or skills the prospect has.

GENERATE LEADS WITH GOOGLE ADS

Stick to the Basics

One of the keys to networking is your follow through. Even when connecting virtually, follow up via email or phone to check in with the lead. Ask how they are doing, if they have any questions for you and maybe even bring up a topic of conversation you had together during the call. This is another opportunity to connect with the prospect on a personal level, and form a loyal working relationship with them.

When connecting virtually, be attentive. Give the prospect your entire attention by being in a quiet room with limited distractions and good phone service or a strong internet connection. Silence phone or computer notifications, just as you would in an in-person business meeting.

We get it. Life happens, and sometimes you will need to reschedule virtual meetings. Even though virtual networking is convenient because we can do it from our couch, the airport or the local coffee shop, being appreciative of the prospect’s time is critically important. Don’t forget to communicate in advance if you must reschedule.

The advantages to virtual networking are limitless. It brings ease to your work day, adds flexibility to your business development strategy and expands who you can reach for future business opportunities. If you haven’t added this into your business development strategy, what are you waiting for?! Take advantage of these opportunities, yet keep the foundation of networking skills in place. With these tips in mind, your business development strategy will reap the benefits of virtual networking long into the future.  

Thinking about hosting more virtual events to support virtual networking? Check out our blog post, How to Leverage Virtual Events in 2021


 

Client Satisfaction Blog

Borrow these 3 client experience hacks from DIY tax platforms

Client Satisfaction Blog

Right now, DIY tax platforms are designed for individuals with simple returns, and they don’t necessarily compete with CPA firms. However, their proactive communications throughout tax season are quite elegant and worth a closer look.

Leveraging their technology, these platforms communicate with customers and potential customers prior to tax season, during the tax preparation process and after. Since there is no personal relationship with a CPA, they enhance the client experience with regular, strategic email check-ins and feedback requests.

You may be very proactive throughout the year with your clients in an advisory capacity. When deadlines push and laws change rapidly, though, your firm could leverage marketing technology to stay in touch and productive.

Corporate clients are still run by individuals who are busy and don’t have time to check on the status of tax filings and payments or audits. Even so, they want to know that their CPA is on the job despite regulatory delays or deadline extensions. Take a cue from DIY tax services in these three ways to enhance your clients’ experience. They are simple and will be appreciated.

Hack #1 – Reminders to Connect

Once people have an account with a DIY service, the platform begins a series of emails with friendly reminders to get in touch. It’s their version of a tax planner, but they send it more than once to remind busy customers to get started.

Whether you are communicating with CFOs, administrators or owners, a series of pre-planning or reminder emails strengthens the client experience because it does not require the client to search through paperwork OR emails to find your firm’s instructions or request. When that reminder email shows up, your clients will appreciate the simplicity of following through.

These emails can be personalized and scheduled through your integrated CRM and marketing tools. In this DIY tax platform example, the email is reminding the client of a scheduled appointment. Busy people appreciate reminders.

Appointment Reminder Example

Hack #2 – Automated Updates

With unprecedented tax changes over the past few years, CPAs have experienced an endless tax season. So have your clients.

Amidst these changing tax laws, regulations and filing deadlines, the DIY platforms do a smart thing. They send regular updates to let customers know about the status of their returns.

Automated Email Updates

In your automated email updates, you can give a status update, but also proactively let the client know what it means and what’s next for them.

These updates calm client concerns or frustrations. You will potentially avoid multiple calls or emails from clients, which disrupts your team’s productivity. Use your technology to set up these emails in advance. They can be as simple as:

“Good news! Your tax preparation is underway. I will let you know when I have more details on your filing date. Thank you for choosing us.”

OR

“Thanks for your patience. We are waiting on information from the IRS regarding some aspects of your return, and we will update you on filing status by March 17…”

READ: Keys to Fostering Brand Loyalty for Your Firm

Hack #3 – Measure Client Satisfaction

DIY tax platforms always offer a survey or ask customers to review their service to help them improve it. The surveys are less than three minutes, but they target certain aspects of the tax filing process. They help the company identify service, technology or outcomes that people highly value or highly dislike.

Quality Customer Support

Through your CPA firm marketing, you can offer a series of multiple choice and open-ended questions in a short survey following your key tax or audit engagements. They can be automated like the DIY tax platforms to feed your firm information about the client experience.

Surveys should be analyzed for action steps that support future communications. They can also help you identify new services to offer.

Using these three client experience hacks from DIY tax platforms can optimize the great advisory relationships you have built with loyal clients. They will also help new clients feel like they made the right choice with your firm. If you need assistance with client experience communications or setting up your automated digital marketing surveys, contact us at Ingenuity.

View Ingenuity’s research and survey services.

Three Ways to Optimize Your Careers Pages video header.

Three Ways to Optimize Careers Pages

Website careers pages aren’t just for listing your job openings. They provide an opportunity for marketing the unique aspects of your professional services firm.

Communications Consultant Brooke Visser shares three ways to differentiate your firm on your website’s careers pages.

Check out this video or the blog post below to optimize website careers pages for maximum engagement and recruiting power.


If you prefer to read this content, the video transcript is below.

When people are looking for a job, the first thing they might see is your job posting. If they are interested, the second thing they will do is look at your website.

They want to know more about your firm, about your people and what it’s like to work there. Your culture. Your location.

You’re probably not the only firm they are researching. So here are three ways to stand out with the content on your Careers pages.

Number one. Don’t make them search for it. I recommend including a Careers tab in your website’s main navigation, not buried in the footer.

You can have subpages under the main Careers tab, such as benefits, current job openings and even some information about what life is like in your office locations. Make clicking easy.

Number 2. Write about your firm’s culture and why it’s different. Help visitors imagine working for you before they even send a resume.

Include photos of employees. Create videos of people talking about your firm. Or link your careers pages to positive reviews and testimonials.

Share workplace awards you have won. This helps candidates see that your workplace culture is validated by your employees.

Number 3. Build a marketing strategy that ties into your Careers pages. For example, write blog posts that support career development.

Showcase your top people on social media and use careers keywords that attract new candidates to your site. Analyze traffic to those pages to boost engagement.

Another tip: Make sure that the job sites you use are fully developed with your unique messaging and links.

Each job site is unique, but it should be updated with the right careers pages links, descriptions about your firm culture and any changes to your workplace policies or hiring approaches.

Leverage those careers sites to your advantage because they provide authoritative backlinks to your website, which help to boost your ranking on search engines.

If you have any questions about that and other digital optimizing, I’m ready to help at Ingenuity!

See how we helped this firm differentiate its culture through college fair publication advertising.

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