Marketing and sales | Client Services

Services:

• Accountants' Client Bulletin
• Strategic Marketing Plan
• Client Survey
• Marketing Manager
• Practice Development program
• Practice Mentor

Elements

1. Practice Profile		Practice identity, branding Referral strategies Practice presentation CRM database, programs
2. Marketing services		Materials, website, newsletter development
3. CRM Management		Database management Contact management process Upselling

Selection of Projects completed

1. In an increasingly competitive environment for professional firms, clear differentation is critical to achieving good growth. We have assisted practices in undertaking a strategic review of their vision, identity and client base to more clearly differentiate themselves from their ‘competitors’ in the marketplace.

2. Few accounting firms have a formal marketing plan supported by a clear understanding of their strategic direction. More often than not, website and brochures are developed with little regard to practice objectives or client needs. Business Aptitude has helped numerous practices gain a better understanding of their client base and develop a strategy , supported by relevant materials, to attract the right sort of clients.