Step 1: What to Send
You Choose the Topics
We’ve built a library of marketing content covering a wide variety of topics to educate your clients and prospects. All content has been written and vetted by professional CPAs, so you can count on accuracy.
Each month, you’ll choose which topics from our library that you’d like to send to your clients; or we can choose for you.
Step 2: Personalize the Design
Add a Custom Image
Make your content really stand out by selecting an image from our stock image gallery and apply a social media treatment.
Step 3: Distribute the Content to Your Clients
We Send the Videos or Articles to your Clients
Your contacts want to receive information relevant to their particular situation. In order to accomplish this, we load your contacts into our super sweet marketing software. We then segment your contacts so we know who’s a business owner, who gets a W2, who has kids, etc.
For each topic you post to your website, we upload a corresponding email template ready to go. You can send the email or we can send it for you.
In addition, we include an RSS feed to our Social Media Manager so you can easily post content to multiple social media all at once. Or, set it up to post automatically.
Step 4: Get the Conversations Started
You Get Conversation Alerts
Each email and landing page will provide a high level overview of a given topic. If interested, your contact is able to request a phone call, which triggers an immediate Conversation Alert.
Your Reporting Center
We know you’re all about the numbers, so you’ll love our reporting center. You’re not only able to view your metrics, but see how your metrics compare to the averages across all other firms.