Marketing Tools
FEATURED RESOURCE
Two Paths to an Effective Partner Exit
This whitepaper is based on my real-world consulting with accounting firms over 20 years…how they structure (or fail to structure) marketing and business development—and how those decisions show up on the bottom line when it’s time for succession or sale.
Learn:
- The operational differences between firms that feel busy and firms that run profitably
- Early indicators that your firm is ready (or overdue) for a more structured approach
- How to set up a clearer partner exit strategy when they’re ready
Web Traffic Diagnostic
Web traffic going down all of a sudden? It’s a common theme among professional services firms. Algorithm updates and user search habits are changing. Download this practical guide to understand why your web traffic is decreasing and what you can do about it.
AEC Proposal Bio & Cover Letter Templates
Make your firm’s experience the focal point of your bio with this template from Ingenuity, then customize our cover letter template to make the best first impression when you’re sending your proposal to a prospect.
M&A Checklist
How do you keep communication lines open pre- during and post-merger? Download this checklist for tips to support smoother integrations including steps for communicating with media, key clients and key employees.
Personal Branding Canva Template
What is your personal brand? Get this template, save it to your Pinterest or your cubicle wall to discover new inspiration for social posts, blogs and more.
Rebranding Checklist
Not sure where to start with your rebranding? This checklist helps you plan the visual and storytelling aspects of your brand by asking critical questions about what makes your results better than your competition.
Podcast Guide
How do you get started producing a professional services podcast, and then how do you get listeners? Follow these tips for an easier approach and more success with podcasting.
Lead Generation Tool
To work smarter and not harder at lead generation, take a closer look at how buyers are coming to your site. We have an easy-to-understand infographic that explains how to narrow your focus in digital campaigns.
A Marketer’s Guide to Crisis Communications
Request our Crisis Communications summary based on our presentation to the Association for Accounting Marketing. It’s a quick summary of steps to help you Regroup, Review, Respond and Recover.
INGenius Research Planning and ROI Tool
Request our Research Checklist to tame the research beast. It includes a strategic process for pursuing research of any kind. Use it to get started and integrate research into every major initiative. A simple resource for marketing planning.
SEO Checklist for GA4
Optimize your GA4 analytics and hit a home run. You don’t need high budgets or flashy digital tools. Focused and consistent marketing analytics can win you the whole ballgame.
