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How referral sources influence your branding process

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What is one of your favorite brands, and how did you get hooked on the product or service? It’s likely that word-of-mouth was your referral. Think about it! We talk about products and brands with our coworkers, family and friends all the time. Our loyalty to certain brands or products supports business development.

Here’s an example of brand loyalty and how referrals impact the branding process.

You and your family have always purchased Chevrolet vehicles. You decide to look for a fresh perspective and seek advice from a coworker for your next vehicle purchase. Based on their advice and feedback, you purchase a new Ford SUV.

You end up loving the new amenities and low-maintenance fees the Ford SUV provides. Your brand loyalty has changed! You plan to inform your family members of how much you’re enjoying your Ford vehicle, knowing their brand loyalty could switch just like yours did.

This is exactly what Ford wanted to happen! Building reliable vehicles that people want to talk about and share is all part of their branding process. This can be part of your brand loyalty process, too!

How can you build referral sources that ultimately support your business development strategy?

Engage with your current clients

One of the most efficient ways to attract future clients is to utilize your current client base, allowing them to tap into their networks for you. It’s likely that their business connections are also your target audience or potential referral base.

One way to encourage engaged conversation with your current clients is to offer a survey or assessment. Surveys provide an opportunity for you to better understand your clients, but also help your clients give you referral information directly.

READ: CREATE A SURVEY TO RECEIVE REFERRAL INFORMATION.

Make sure to follow up after you have received survey responses. This tells your clients that you appreciate the feedback. During this follow-up step, they may be more likely to make an email or personal introduction.

Tips to connect with referrals

Always collect your referral’s email address to easily follow up and connect. Frequent follow-ups allow you and your business to stay top of mind with your referral sources without taking up too much of their or your time.

Keep the emails focused on what’s new with your firm or association, what services or events you’re offering and the ways you can assist them with their own clients. Your goal is to show your clients that you care and by doing so you will build brand loyalty through these emails and keep your firm top of mind.

What happens next?

You received referral contact information, engaged with those referrals, and now they have started working with you. Hooray! You have reached your goal. Or have you?

The process isn’t complete just yet. Give the referral source a quick phone call or write a personal note, thanking them for their referral. Better yet, depending on the size of the prospect they referred you, you may want to send them a gift such as a gift card, a bottle of wine or something they would enjoy. This is a great way to increase brand loyalty even further and start the referral process all over again.

Ultimately, if you can refer business back to your referral sources, that’s a slam-dunk branding gift that they will remember the next time their clients have a need!

Over time, you will see the trickle effect of your referral program! Your new clients will begin to share their own referrals, which can further establish your brand positioning.

Want to learn more about adding partnerships and referral sources into your brand positioning strategy? Read this blog post for tips.


Illustration of a magnet attracting potential customers.

3 Lead Generation Tactics to Attract Quality Leads

Illustration of a magnet attracting potential customers.
One thing is certain — things don’t always go as planned. Adding a few new elements into your business development strategy may be the push that helps your professional services firm attract quality leads during times of disruption.    
 
We get it! Certain goals get pushed aside during a busy season, during the acquisition of a new company, and when a global pandemic strikes. The good news is that these disruptions present business development opportunities for attracting more people to your brand and message. Here are a few small, but effective lead generation tactics to continue receiving referrals and gaining new business during disruption.
 
  • Host a virtual event
  • Create a referral reward program
  • Create an online assessment
 
While the world continues to demand opportunities to connect virtually, how can this be an advantage to attract new business? The chance to attract quality leads through virtual or online platforms becomes increasingly important when turning those leads into returning clients. This is true not only for CPA firms, but equally applies to other service organizations, including those in charge of marketing for an association, as well as legal professionals and engineering firms.

HOST A VIRTUAL EVENT.

A computer screen showing a virtual meeting.Creating an event for current and potential clients to see what your team has been up to, or where you’re headed, is a great way to encourage engagement with your firm. Offer a workshop or webinar where your clients can learn more about your organization and industry trends. Hosting a virtual event provides the opportunity to stand out as an industry thought leader! Invite speakers to join your event who have a deep insight into certain topics that will get your crowd buzzing on the new content.
 
To reach a magnitude of people, promote this event through your firm’s website, social channels, newsletter and blog. Hosting virtual events may influence even more people than is possible hosting similar events in person. Take advantage of the current trend to go virtual to reach even more people and gain trust from quality leads.
 
Don’t forget to press “record” when hosting your virtual events. Save this content and recycle it  to attract another round of quality leads.
 

CREATE A REFERRAL REWARD PROGRAM.

Reward ribbon with star in the center.Put your current clients or referral sources in a position to easily refer new leads and promote your brand through a referral reward program. New potential clients value and trust recommendations from their friends or colleagues, so encourage existing clients to spread the word about your brand. Referral reward programs can be short or long-term and are wildly effective.
 
Creating a referral reward program is not only a great way to gain new clients, but can also increase participation for an upcoming webinar or virtual event. Offer up an incentive to your clients to invite a friend, such as a special drawing at an upcoming virtual event, to encourage current clients to recruit new business leads on your behalf. Think of what types of initiatives make the most sense with your industry or organization and will keep clients and referral sources engaged in helping your firm or organization. While it is unlikely these new webinar recruits will instantly become new clients, they will be excellent new additions to keep your lead generation funnel filled with qualified, engaged potential clients.
 
Continue to introduce new incentives and new content for other professionals to refer their clients and friends to you. Don’t forget that the best incentive for people to send referrals is when you refer a potential client to them, too! Work on your cross-referral relationships to support each other in new business growth. 

GET TO KNOW YOUR LEADS.

Creating a business development strategy around a new referral program or virtual event presents exciting opportunities for your firm to learn more about potential future clients. When obtaining information from referred leads, make sure to ask them questions about themselves. Asking questions helps you gain information to keep them coming back for more. Here are a few ways to throw short, effective assessments into your business development strategy:
 
  • Create polls in your virtual webinar series or workshops
  • Add questionnaires at the end of presentations to see what topics people would like to hear about in the future
  • Add short survey questions into your email or newsletter blasts to learn more about your leads and loyal clients
  • Build a web assessment that is industry focused and invites visitors to self-qualify their need for services by identifying their biggest challenges or pains. 
 
With your goals in mind, ask questions that will lead you to information that supports follow-up conversations with leads and prospects. Over time you will also have the opportunity to show how you’ve changed your business development strategy and produced new content based on how your clients and prospects answer your questions and assessments. This demonstrates to your clients that you’re listening. You are building a positive reputation that supports an effective lead generation funnel even during times of disruption.
 
Remember to always collect an email address! Having an email address provides the opportunity to stay connected to quality leads through email campaigns and newsletter blasts. Your leads can stay connected to the events and content you produce until they are ready to work with you. Sending your content through email and social media will also help your brand stay top-of-mind as a thought leader in the industry. 
 
 
Looking for more advice on developing a strong business development strategy? Let’s schedule a conversation to see how we can help. 

Man opening shirt to reveal superhero costume with the words "CAS" on his chest.

Accounting Niche Marketing Strategy for CAS

Man opening shirt to reveal superhero costume with the words "CAS" on his chest.
Recently, we had the opportunity to develop a Client Accounting Services (CAS) business toolkit for public accounting firms. It was designed with best practices to help firm leaders get their ducks in a row to launch or grow a CAS practice.
 
Some firms get by with offering a version of CAS without proactively branding and marketing it. That’s fine if you don’t believe it can be a true profit center. However, industry advocates such as AICPA and firm leaders who formally pursue CAS experience faster growth and client retention. That’s because the whole firm participates, and their clients experience the real value and benefits of outsourcing their accounting and CFO functions. 
 
In fact, the AICPA has reported that CAS practices that surpass the $2 million mark are different because they have dedicated staff (from accountant to partner level), and the firm actively offers these services to current and new clients…they market it.*  
 
Here is what we learned when discussing niche-marketing strategies with the recipients of our CAS business toolkit: It needs to be treated like a real niche practice. And that means it needs: 
 
  • Staffing and budgeting;
  • Technology investment;
  • Consistent marketing, and 
  • A team trained to talk about its value and benefit to clients. 
Often, firms get hung up in the marketing component because they assume that clients just know that they offer QuickBooks ProAdvisor team or outsourced accounting or controllership services. After all, they are a public accounting firm! But CAS is not your grandfather’s accounting service. 

Know Your Target Audience

  • Prospects – cold to warm
  • Existing clients – warm to hot
  • Referral sources – cold to warm
Who are your prospective CAS clients? What is the size and characteristic of a business that will find outsourced CAS appealing? Detail out the kind of client you want who will bring you $3,000-$7,000 a month as a baseline. 
 
Determine referral sources that can send clients to you. Next, create a plan with talking points about why CAS is the right fit for many of your existing clients. 

Build Your CAS Niche Marketing Strategy

Set a financial and staffing goal for your practice. Where do you want to grow the practice in 12 months to 3 years? 
 
Take that goal and break it down into measurable objectives for brand visibility, growth among existing clients and attraction of new CAS-specific clients. What marketing activities will you need to reach these objectives? 
 
To succeed, someone has to take the lead on marketing and measuring your progress toward these objectives and firm goals. Your partners and technical people are too busy serving clients. They need a guide and ongoing activities to support practice growth. 

Digital Marketing Agency Support

To make visibility with a CAS practice easier, take stock of your search engine optimization and website content. Are you actively seeking web visitors and leads for your CAS practice or leaving it up to chance? Leaving it up to chance means that your firm might pop up as a search result for CAS and it might not — even in your local market!
 
 
Make use of client stories and social media engagement to highlight your CAS team and their amazing knowledge that supports client goals every day. Do your research and ask for the business online as well as in person. What does that look like?
 
  • Offer CAS content subscriptions 
  • Produce webinars or videos to share CAS features
  • Create an assessment to attract prospects
  • Develop an FAQ resource
In the beginning, you don’t have to do all of these. Just pick one or two. When clients and potential clients can self-serve and qualify themselves for CAS services, you are halfway to closing the deal. But your audience has to know that the resources are there and available 24/7. Marketing and team training points them to it. 
 
Like clients who need CAS, your firm leadership may not all realize that outsourced marketing services can jumpstart your CAS practice growth. We are happy to answer your questions at Ingenuity. Contact Dawn Wagenaar for a consultation.  
 
 

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Social Engagement Article Published in National ASAE Magazine

Dice with social media icons on the top of them.

We contributed an article for Associations Now, the national magazine of ASAE. This is the primary publication for executives and leaders of professional associations.

Below is the article in its entirety, and you can also read it on the ASAE website.

Engage New and Potential Members Through Social Media

Social media has so thoroughly penetrated our daily lives that you may have put your social strategy on auto-pilot. That’s a mistake. Follow these tips to make sure you’re maximizing your reach and relevance among audiences that don’t yet know you well.

Social media is now baked into most associations’ communications strategies. Your active presence on social media helps your association appear higher in search results across the internet, which can lead to higher visitor engagement on your channels. But that’s not all. Content that is relevant and focused on the visitor also adds value to your new and potential association members—people you need to engage effectively to bring them fully into your community.

Put yourself in their shoes. Consider what social media content would capture your attention if you were a new member or prospect of your association. Build those topics and resources into your social strategy, whether it’s legislative news, event reminders, fun images of member involvement, or features and benefits of membership. Invite new members to follow your channels and explain the benefits, and then maintain a regular posting schedule of communications so they get in the habit of seeking your channels for timely and relevant information.

Your social media strategy should include posts on individual leader profiles. When key leaders comment on topics of interest to members, celebrate member achievements, or highlight resources of interest, this significantly expands your relevance to new members and reach to potential members. 

Conversely, less frequent posting and less engagement downgrades your social rank. if members don’t see your posts anymore, that’s not good.

Association Research Steps to Success

Here are a few more considerations for better engaging with your audience, adjusting your approach, or adding a new platform to maximize your visibility.

Know your audience. Address the pains and concerns of your prospects and members with a solution to solve their most pressing issues. To do this, ask yourself the following questions: What types of content resonate with them the most? Do they respond most to posts that highlight other members, or do they prefer topical articles or webinars and other event information?

Understand your current engagement. Conduct a regular analysis of your social media channels to identify the most effective channels and content. You may find that what works on LinkedIn does not generate the same engagement on Facebook or Twitter. Does your audience spend time on the social media platforms you are currently using? You will gain insights on how best to focus the strategy for each social channel if you dive into their specific analytics.

“When key leaders comment on topics of interest to members, celebrate member achievements or highlight resources of interest, this significantly expands your relevance to new members and reach to potential members.”

Be bold and try new things. If you are not sure about trying a new approach on Facebook or Instagram, test it out to see how your audience responds. Whether theylove it or it falls flat, you have tried something new and you now have clues on how to proceed.

Test out new content types. Posting links to your blog articles is great for your website’s search engine optimization, but adding a variety of content types can help capture the attention of your audience through their preferences. Some people prefer a video to a blog post. Some would rather listen to a podcast during their commute. 

Social Media Technical Tips

A few technical hacks can boost your success with social media. Create actionable and concise posts on your social media channels, but maximize your post character count, use appropriate hashtags, and tag members to expand your audience reach and post engagement. Hashtags and tagging can expand your reach beyond your own followers. These are searchable features on social media, and clicking on one will show all the posts on that social channel that use that specific hashtag.

The goal is not to be unique in your selection of hashtags, but to use common ones so you appear in the feeds of a broader industry or professional audience. The exception to this is if you are creating a hashtag that promotes your brand that you also want your members to use. Then your members can become your hashtag ambassadors.

When you tag new members, the posts can appear in the feeds of the members’ own connections. This tactic improves your brand awareness and could bring new prospects to your social channels. Additionally, when you tag others, they may return that action and tag you in their content. The more you engage with your social media followers by liking and commenting on their posts, the more they will engage with your association.

The one constant with social media is that it is constantly changing, with adjustments to search algorithms, user tools, and channel layouts. World and economic events may also necessitate fresh approaches to your social communications as you advance your strategy. Be the social resource your members and prospects turn to and prefer.


Speaking of a preferred association, we had a lot of fun with this branding project for the Wood Component Manufacturers Association. See our Work here.

You may also be interested in this video with 4 Ideas for Association Marketing.  

 

Car wheel spinning, stuck in the mud,.

Professional Services Marketing Ideas When You’re in a Rut

Car wheel spinning, stuck in the mud,.

If you’ve been doing the same marketing and content too long, here are three signs. 

  • Your analytics are flat lining.
  • You yawn when reading your own copy.
  • In place of leads, you hear crickets.
We get it. Sometimes how you’ve always done it is easier. But if it’s no longer producing your desired results, why are you doing it? 
 
From newsletters to blog posts to eblasts, your professional services marketing can get stale. When you notice that fewer people open your communications or click through, it’s the biggest sign that you’ve lost your marketing mojo. 
 
Don’t be afraid to change it up. It may take you out of your comfort zone, but we guarantee that doing the same thing you’ve always done will bring you diminishing returns. Embrace creativity!

Try a new medium.

Review each way that you communicate with your audiences and assess it: 
 
  • Why does it exist and what is your goal?
  • Is it valuable content or simply filling space? 
  • Is the delivery vehicle right for your intended audience? 
  • What are your actual results? 
For those marketing activities that no longer bring you joy, wish them well and let them go. With your extra time and space, add a new medium such as a video blog or targeted digital ad campaign. Experiment with new forms of delivery to attract renewed interest. 
 
Don’t forget about your website. Page analytics will tell you if certain pages just aren’t supporting your strategy. Refresh those pages with new content or new layouts to attract visitors. Promote your new pages on social media. 

Play with time.

Have you noticed that LinkedIn lists the average length of time to read a blog post? It’s an invitation to spend 6 or 8 minutes and learn something new. 
 
Seize that call to action to vary the length of your posts and presentations. Add a few 2-minute posts under 250 words. Then add a few 12-minute posts. Try a 30-minute or a 60-minute webinar. See if time makes a difference in the views you attract. Focus on ideal lengths of time, but keep it varied.

Introduce different voices.

We know it’s difficult to get more professionals in your firm or association to create content. But sometimes you focus too much on niche leaders or partners. Consider asking a younger professional to write a blog post or create a video. You may be surprised at the fresh variety that new voices add to your content on all channels.
 
It may require some training. Some people aren’t comfortable on camera, but they do warm up to it with practice. Others are naturals. Do some screen testing. Vary your content assignments and bylines to bring depth and interest to your marketing strategy. It’s also a great way to promote the depth of your team.

Maximize design.

Too often, we see marketing pieces that lack a balance between copy and design. People pick up on visual elements and color faster than words on the page or screen. But you also want the content to be clear and meaningful. Think about how to make your messaging more visual. Add fresh design or color to wake up your blog, videos, collateral or presentations. Redesigns should stay true to your visual brand, of course. Add a palette of secondary colors to expand your options. 
 
 
In proposals, elements such as graphs, flow charts, icons and other imagery can help your firm stand out in a competitive environment. You can maintain RFP/LOI requirements and also avoid the urge to stuff too much copy into a limited space. Color and bullet points, for example, help people notice copy and actually read your key ideas.
 
These are just a few ideas to get you out of a professional services marketing rut! Change your strategy as needed and maximize your results. You may also be interested in changing up your strategy through partnership and referral marketing. Read this blog post for tips.       

Businessman wearing cape with arm in air.

Supercharging your Marketing Strategies with Partnerships and Referrals

Businessman wearing cape with arm in air.

If you have built up a positive brand reputation for your professional services firm, partnership marketing and referral source marketing are two tactics you should consider making a part of your overall marketing strategy. When two brands come together for their mutual benefit, the results can be quite impressive and create new opportunities to reach prospective clients or members.

Partnership Marketing

Partnership marketing is simply when two brands collaborate on a marketing campaign. Some of the most common ways we are seeing this accomplished within professional service firms and associations is through co-hosted webinars, newsletter shout-outs and creating co-branded content such as whitepapers.

As you consider who to partner with, be strategic and make sure that there is a mutual benefit. Maybe you have a larger client list but the other partner has a magnetic and trusting personality that makes webinars fun. Or perhaps you have more expertise in an area and your marketing partner has a very engaged audience. Even if your partnership marketing efforts are a bit lopsided, that’s entirely okay. Sometimes it is worth it in order to forge the relationship and create loyalty.

The benefits of partnership marketing are many and include increased brand awareness through exposure beyond your primary audience, new contacts for your nurturing campaigns and lead generation. It is also an association and professional services marketing strategy that is low risk. You can dip your toes into the waters of partnership marketing to see what resonates with your target audience and quickly adjust your strategies with minimal investment or cost up front.

READ: Marketing to Real People in a Digital World

Referral Source Marketing

When we talk to our clients, we often find that they are neglecting their referral sources in their networking and marketing efforts. If you are not optimizing this source of business development, you may be missing out on some great prospective clients or members.

Whether you are just building your referral marketing strategies or need a refresher in how to implement it, here are a few tips to boost your efforts in this area.

First, identify referral sources that could send business your way. For CPA firms, this may include attorneys or financial advisors. For an association, this could be a nonprofit with a similar mission that complements yours. Make sure they understand what you do and what your ideal prospect looks like.

Next connect regularly with your referral sources. Create a schedule so that you are routinely calling or emailing them just to connect. The goal is to stay top-of-mind so they refer you when the opportunities arise.

Finally, when you receive referrals you appreciate, pick up the phone and let them know. Once you’ve done that, take it a step further and do something nice for them. You could send a referral their way, give them a recommendation or review or make another type of introduction that would be helpful to their business. Go out of your way to send the message that you appreciate their support in your success by contributing to theirs.

WATCH:How to Get More Referrals

Implementing partnership and referral source marketing into your strategies can help you build your brand awareness and connect with new potential clients or members. Give it a try and see what works for your professional service firm or association.

You may also be interested in how you can boost your virtual business development efforts to bridge the gap with lost face-to-face networking and tradeshow opportunities.


 

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SEO Techniques Published in National AEC Magazine

Marketer magazine cover from August 2020.Dawn Wagenaar and Christine Nelson co-authored an article in the August 2020 issue of The Marketer for the Society for Marketing Professional Services (SMPS). This national magazine is a premiere publication for marketers and business development professionals in the A/E/C industry and other professional services.

We are honored to contribute our knowledge to A/E/C professionals and those who serve them. Below is the article in its entirety, reprinted with permission by SMPS, which reserves their magazine for members as a benefit. Let us know if you have any questions about your website SEO and how to optimize it for visitors, clients and leads!

Creating Dynamic Websites for Secure Online Marketing

While some firms have been fairly agile in moving to an online workflow and marketing approach, even before COVID-19, others are still counting the costs and missed opportunities of a delayed response. Although dynamic online marketing and business development have been available for many years now, adoption in A/E/C has been slow or even nonexistent.

On a spectrum of digital priorities for the new decade, more than 50% of professional services firms emphasized new content creation, but less than one-third were focused on analytics or website design, according to the 2020 High Growth Study by Hinge. This begs the question: With the amount of time it takes to develop and post new content, what’s the true benefit if no one sees it?

Lead generation through content requires analytics, which in turn require dynamic digital platforms. The Hinge statistics would need to be flipped for a true revolution to an online marketing and growth platform. For firms that are serious about growth through online marketing, here are some basic upgrades in SEO and security they need to consider.

Updated Web Platform

Sometimes, an old platform just can’t continue the digital journey, particularly if platform themes weren’t updated regularly along the way. In that case, your firm may need to invest in a new platform or updated theme to make the website more secure and searchable.

To help you decide if you need a web refresh or a whole new website, conduct a site audit to identify important things like missing metadata or outdated site functionality.

Secure Web Certificate

A secure website is dependent on many things, but one easy way to see if you have a baseline secure website is to see if your URL address is “https” rather than “http.” New websites are already developed with “https,” but some need back-end work to update their certificate and avoid search engines labeling them as not secure—and advising visitors to leave immediately. You don’t want that happening, as most antivirus software won’t even allow visitors to open or use unsecure sites.

ADA Compliance and Opt-In Policy

Do the images on your website have descriptions and alt tags to comply with Americans with Disabilities Act requirements? Are font sizes large enough? Do your videos have captions and transcriptions? If not, it’s time for an update.

In addition, your website collection information should provide clear opt-out marketing messaging and a written privacy policy, so visitors know their privacy rights and expectations for data collection. It’s a courtesy as much as an evolving standard for digital marketing.

Working Analytics

Strangely, we see this common problem, even in new websites: The back-end analytics code is added twice, or it’s skipped altogether. The site’s analytics should be checked postlaunch to make sure pages are indexing properly and the analytics are collecting data on visits. If the web developer doesn’t do this, invest in a Search Engine Optimization (SEO) expert to make sure your firm isn’t losing weeks or months of visitor data.

Once your analytics are in good working order, create tutorials or training for staff on which analytics are important for your firm to track. Monthly SEO reports have no meaning unless they’re translated as part of your overall marketing and business development goals. You need to know if content campaigns are working and attracting visitors and leads in order to know which ones to repeat or maximize.

Keyword Research

This is a huge area of digital marketing but is far too often missed in the development of content. Your firm should have a set of strong keywords and phrases that are searched for your specific services. You can create the list by seeing which bring visitors to your website now, and then add related keywords and phrases.

Keyword research is just as much an art as a science. Success can depend on whether people are searching on mobile devices, through voice assistants, or on their laptops. Balance popular or widely searched keywords with those that are more unique to your firm and geography. Use more than one keyword tool to create a strong list.


This is a huge area of digital marketing but is far too often missed in the development of content. Your firm should have a set of strong keywords and phrases that are searched for your specific services.


SEO

Once you have a solid keyword list, your content needs optimization. This means that keywords get incorporated strategically into headlines and body copy, but also that page titles and meta descriptions are built into all new content. You can make this step easier by creating a blog template that asks the writer (or ghostwriter) to add in the SEO while they are writing the content. Be mindful of character counts in page titles and the sensible use of keywords for your readers.

As part of your SEO campaigns, you may choose to focus on certain key phrases that align with the services you’re promoting each quarter for growth and leads. This will keep you focused on attracting visitors for those services, but also help your firm improve its search engine ranking for those phrases. Again, this is an art and a science because search engines continually update their algorithms and methods of ranking sites for relevant content.

Some of the rankings also consider if your firm is conducting paid digital advertising. This is, of course, how search engines make their money.

Calls to Action

Too many websites leave visitors trying to figure out where they should go next. For example, it doesn’t help to say, “Contact us for more information” at the end of a blog post with no detailed information or link.

Strategic calls to action guide visitors directly to the link of a related blog post, video, or whitepaper. Entire content campaigns take the visitor on a path from blog post to client success story to whitepaper to service area and a formal needs assessment or query. This is how qualified leads happen directly online. The visitor qualifies themself and requests a call, more information, or a demo.

In fact, during the early months of working-from-home this year, we saw a noted increase in search queries and use of website contact boxes by visitors who were desperate for information on a variety of business needs. They found it easiest to ask a question via contact box. The firms that were ready to respond quickly got the lead.

Flip the script on your website experience. Focus now on the infrastructure and right analytics that will get more eyes on your informative content. Your 24/7, secure, and optimized website will pay dividends when you can’t market in person.

Here’s a free tool to get started. Our SEO Checklist helps you determine where your website could use some updates to attract leads and persuade referrals.

GET THE SEO CHECKLIST

Also, check out this related blog post on identifying gaps in your niche marketing strategy.


 

A dial marked with the word "Trust" and turned to high.

Fostering Brand Loyalty

A dial marked with the word "Trust" and turned to high.

Brand loyalty is up for grabs. It’s rare these days to do business with a client for a lifetime, but there are things you can do to inspire your clients to work with you for a long time. It is not enough to do everything right or to simply not make them want to leave. You need to take your communication and connection to the next level.

It probably goes without saying but providing the highest quality customer service and making your clients feel valued is one of the best things you can do to create brand loyalty. This is a great foundational start but now you want to see that loyalty expand to create a community of raving fans for your brand who refer others. Here are a few ways to help you do that.

Provide timely updates about changes that affect your clients and prospects. If you have a robust CRM, you can segment your contacts based on their industry or niches, their role in their organization and what you know they are interested in. You wouldn’t send a manufacturing tax update to a prospect in healthcare. By segmenting your lists to provide relevant information, you show your audience that you care about what interests them. This can make the information appear personalized to them and foster their loyalty to your brand.

Create opportunities for individual connection and make it personal. If you are keeping notes about your clients and top prospects, you likely know a few personal facts about them. Perhaps you know they just took a family vacation or that one of their children graduated from high school. Asking about these events during the beginning of a call or email is a great way to get the conversation going. You can then bridge into the business at hand, but remember to always show an interest in them personally.

READ: THE ART OF VIRTUAL BUSINESS DEVELOPMENT

Thank your clients for working with you. You may be thinking that this is an obvious one and, yes, most everyone is good at thanking their clients for their business around the holidays. However, when was the last time you sent a client a thank you card at a random time of the year or a gift card to a coffee shop? Perhaps they just got through a challenging audit or completed a coveted development project. Sending a gift when one is not expected is when you will stand out and, even more importantly, it will make them feel special. We aren’t saying you should forgo the holiday gifts but sending a thank you at an unexpected time will stand out.

Fostering brand loyalty is something that begins with a prospect and continues throughout the client relationship. Once someone becomes a client, it doesn’t mean the work ends. This is when the relationship can truly grow and thrive.

You may also be interested in four ways you can enhance client service in your professional services firm or association.


Illustration of a virtual business meeting on a laptop

The Art of Virtual Business Development

Illustration of a virtual business meeting on a laptop

Face-to-face networking and tradeshows have been quickly replaced by digital business development for professional services firms and associations in the wake of the COVID-19 pandemic. In order to continue building your pipeline and turning prospects into clients, it’s necessary to take a look at your approach and shift to a more virtual business development strategy.

Make Personal Contact

Illustration of a business person in the center of a cog.Picking up the phone or sending an email isn’t just a strategy of the past. It is still highly relevant today and, in many cases, can make you stand out when so many others are relying on less personal methods to develop their business pipeline. When the idea to call or personally email a prospect or client crosses your mind, be sure to do it right away because “later” can turn into a missed opportunity. Connect by asking how their weekend at the cabin was or send an article that relates to a previous conversation. It’s not about hard selling them on your firm but about connecting and staying top-of-mind to create brand loyalty.

WATCH: FIVE TIPS FOR PROSPECT FOLLOW-UP

Email and Direct Mail Opportunities

Email iconDepending on your audience you may want to consider an email or direct mail campaign as a way to get in front of them. This could be a three-part email or mail piece series. Email is still a popular way to promote your brand and thought leadership; however, many organizations are finding this is the only way to get in front of your prospects during this time. This also means that your prospects are receiving more email than ever before.

To stand out from the email masses, you may consider sending direct mail. If your prospects are back in the office, this is a way to differentiate yourself and send something that might get noticed. Whether it’s an oversized postcard series or a unique branded card with a gift card to Starbucks to have a virtual coffee, this can set the stage to start a great conversation.

READ: CREATE DIGITAL MARKETING NURTURING SEQUENCES FOR LEADS

Develop Solid SEO Foundations

Price tag with the words SEO on it.We have heard many professional services firms say their website serves as a digital brochure. They are not actively employing a strategy to use their website and social media for lead generation. For firms that saw the need to create a lead generating website before the pandemic, you are steps ahead of your competitors who didn’t have the same foresight. If you find yourself a bit behind in turning your website into a lead generating machine, don’t be dismayed. There’s still time to jump on board. A good SEO strategy incorporates all of your digital means of communication from your website content and email nurturing sequences to social media and video strategies.

READ: HOW TO USE DIGITAL MARKETING FOR BRAND AWARENESS AND LEAD GENERATION WHITEPAPER

Also remember to look at the back end of your website to ensure that you have quick page load times, no broken links and good imagery and design. There are so many elements that contribute to strong SEO rankings. You can be publishing innovative content but if all other SEO elements aren’t optimized, you may not be getting in front of prospects who are trying to find you right now.

Utilize LinkedIn

Colorful linking chainsLinkedIn is becoming more necessary than ever. It’s a way to expand your reach, especially when you aren’t able to meet people through tradeshows, conferences and other networking events. Through LinkedIn, you can meet new prospects, connect with clients and engage with people you otherwise may not have the opportunity to meet. Most of your connections would likely be willing to make an introduction to someone they know, if you just ask for it.

Here are a few simple tips to help you engage on LinkedIn

  • Have a complete profile on LinkedIn with a professional photo, a good headline and summary of what you do that uses industry keywords.
  • Connect with individuals who are your clients and connect with more than one person in the company.
  • Similar to business development you would do offline, show an interest in your prospects and clients. Comment on their updates, congratulate them on career milestones and engage the same way you would want people to do with you.
  • Follow businesses and engage with their updates. Be sure that you follow the business pages of all your clients and prospects. Be creative here…perhaps you proposed on some business last year and didn’t get it but you’d still like to work with the company. Follow that company, comment and show an interest in them. Then when the opportunity comes back up, you’ve remained invested and built up some report with them.
  • Join a few groups and take part in the discussion. Don’t push yourself or your firm. Simply answer questions and add to the conversation in a way that makes members of the group message you to find out more.

Think Outside the Box

Illustration of lightbulb coming out of blue box.With tradeshows and networking events cancelled, finding new and unique ways to connect with prospects is vital. This could be the time to implement a video strategy, webinars or create a few thought-leadership pieces. One of our clients has implemented a virtual town hall where they are inviting clients and prospects to take part and ask accounting questions about their particular niche. The first event is still coming up, however, this is the type of out-of-the-box thinking that is going to help fill the gaps. Not every idea will be a winner, but don’t be afraid to try new ideas.

Like any business development efforts, it takes time to develop nurture prospects and build relationships, and this is especially true in a digital medium. You may have to review your typical lead generation timeline and make some adjustments as you see virtual business development take more or less time. Keep track of what you find works so you can continually optimize your process.

LEARN MORE ABOUT INGENUITY’S DIGITAL MARKETING SERVICES


Business man holding a gift with a ribbon on it.

Create a Content Marketing Strategy that Keeps Giving

Business man holding a gift with a ribbon on it.
A solid content marketing strategy shouldn’t simply revolve around creating a content calendar with a list of to-dos. It should align with the goals your professional services firm has identified for growth and utilize digital marketing resources that help you connect with your clients and prospects. A few things you want to consider when developing your content strategy include:
 
  • Utilize a variety of content mediums – Your audience is comprised of unique individuals who all consume content in different ways. Some prefer reading a blog post while others may prefer watching a video or reviewing an infographic. A varied content strategy will ensure that you are providing the types of content that will resonate with more than one segment of your audience. 
  • Set goals for your content – How does your content align with your firm goals for lead generation and growth? By understanding this, you can create more effective content that resonates with your clients and prospects. 
  • Determine what success looks like – Perhaps success is a certain number of leads coming from your website. It could be the number of views your video receives or the number of new email sign-ups you receive each month. Establish what KPIs are important for you and then measure them on a regular basis so you can determine if you are meeting your goals and how you can optimize your efforts for greater success. 
  • Maximize your content – You can use your content more than once and in more than one way by repurposing or updating old content. You can update older content or you can convert content from one format to another. 

Vary Your Content

Man working on a website on a laptop computer.There’s an incredible variety of content that can be created today. Blogs, video, podcasts, infographics, market and industry reports and whitepapers are just a few examples of what types of content can be used in your firm’s strategy. Because every individual consumes content differently, it’s important that your content marketing plan includes a variety while still producing what is authentic for your firm. 
 
We have worked with some clients who find great success through video content, while others connect better with their clients and prospects through their blogs and whitepapers. Your firm should focus on creating content that resonates best with your own clients and ideal prospects and not worry about jumping on the latest trends, even if your competitors are doing it 
 
If you find that you don’t have any individuals at your firm who want to be the subject matter expert in a video, this is an area you could outsource. Write a script and hire talent to be in front of the camera delivering your message. Or perhaps the individual would be more comfortable having a recorded conversation that is produced as a podcast. Play to the strengths of your firm leaders and employees to develop the best content that’s authentic to your firm. 

Maximizing the Usefulness of Your Content

Many professional services firms fall into the thinking that they have to be constantly churning out new content. This creates an overwhelming feeling that can lead to abandoning a content marketing plan. In reality, much of your content can be used more than once and in more than one way.
 
Of course, some content may be considered timely if your firm is addressing recent tax law changes or legislation that affects clients in specific industries. However, there’s a lot of content that falls under what we call “evergreen.” This is the type of content that remains relevant for months and even years. It can be easily updated and republished. 
 
  • Rewrite or update older content – Dig back into your content that’s two or more years old to decide what information is still largely relevant and how it can be updated and republished for your audience. You have valuable insights that don’t lose their value simply because it’s older information. 
  • Repurpose and revise formats – Perhaps you have a video that can be repurposed into a blog or vice versa. We’ve done this often at Ingenuity. While we don’t actively promote videos of former employees, it is still great content that our audience finds valuable. We repurpose that content as a blog post. With a little editing, the subject can quickly be revised and updated. This provides us with not only new content for our audience, but it provides us with SEO on our website and three to five social media posts.   
A well-devised content marketing strategy can help foster loyalty and create new opportunities for growth in your professional services firm. Start with the steps we outlined above to get started in creating a sustainable strategy. If you need assistance creating content, hiring a professional ghostwriter can free you up to serve your clients while providing you with researched and well-written content.
 

Understanding your audience is important for content marketing strategy. Learn how personas play a role in knowing your audience and how to develop them.