Content Provider
Countingworks logo

Self-Study CPE
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
View Details/Register
WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
View Details/Register
MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
Free cpe webinars
Keys to a Productive Tax and Accounting Lead Nurturing Process

KEYS TO A PRODUCTIVE TAX AND ACCOUNTING LEAD NURTURING PROCESS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Your firm is now properly positioned, you have a conversion-focused website, and you’re driving traffic through your content strategy to develop leads. The second a website visitor gives you their email address, in any way, they instantly become a lead in your system. What now? The final step is to nurture those leads, gently guiding them toward a sale with ongoing, customized email communication. If that sounds like a ton of work, don’t worry. You can set it up to be almost completely automated. In this workshop, you will learn what marketing automation is and how it works, utilize lead scoring, write effective emails, and convert leads to clients.

Learning Objectives:


  • Define marketing automation

  • Measure lead scoring

  • Practice writing effective emails

  • Determine how to convert leads to clients

Linkedin

Lee Reams II

CountingWorks PRO
CEO and Founder
lee2.reams@countingworksinc.com
(818) 338-8700 ext. 222

Countingworks logo

Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Countingworks logo
Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.