TLDR: There are many different types of digital marketing and lead generation mechanisms that can be leveraged for your Accountancy Firm. To understand where you should focus your time and on what mechanism, you first need to understand your goals and whom you want to target. Be as specific as you can, as this will inform your approach to digital marketing and lead generation. There are many mechanisms that are used for brand promotion, alongside lead generation and the chosen methods should compliment each other. To understand what which digital marketing methods will work best for your accountancy firm, you also need to understand the channels how they either drive traffic, provide exposure for your brand or capture you clients information. We refer to this as the terminal point, the point at which a stranger makes contact with your business.
When looking at Digital Marketing as a whole its key to understand the channels and the purpose behind the mechanisms and then which tool is used for the right job. For example a website is an often misunderstood asset. You should think of your website as a shop window, from which you should branch out into specific lead generation mechanisms. Its often thought a website should generate leads, this isn't its true purpose. In-fact its more likely your website is a validation tool and used to understand your complete service offering and validate you as a business. Its the main reason why business websites usually convert at a low rate. The multitude of options creates more users journeys and methods of engagement found on sites, which can create confusion and hesitation for users reducing the conversion rates. This is why Sales funnel and landing pages are essential for any website, even more so if you are sending paid traffic into your website. Its different for ecommerce, but these are transactional sites and need to be covered separately. But to stay on point in this context I will be talking about service based businesses, such as Accountancy Firms.
Search Engine Optimisation / Generative Search Optimisation
The process of optimising your website, your online presence, social profiles, creating back links and more,in order for the search engines including now the generative search engines such as Chatgpt and Perplexity to understand and index your website, ensuring you appear for relevant search terms or phrases.
PR / Organic Content
Often referred to as content marketing, this method supports the SEO noted above, but also helps you establish authority as a brand. This content is usually business related content, events, or information that speaks to your target audience to make them aware your business exists and to help them solves problems they might be experiencing.
Cold Outreach
This is the process of directly reaching out to your target audience, often via direct messaging on platforms like Facebook, Instagram and LinkedIn
Cold Email
This is sending out mass emails to your chosen audience demographic in order to capture their attention and make them aware of your Accountancy practice.
Paid Ads
This could be across multiple platforms from Google, LinkedIn, Facebook/Instagram, Tik-Tok and more. The whole concept is that your paying for a specific audience to see your business. This could be through different mechanisms such as display advertising, effectively broadcasting, or via a cost per click model, where your ad appears when specific terms are searched for.
Sales Funnels & Nurture Sequences
This is a specialised, step by step mechanism that's designed to take a stranger through a sequence of steps to become a client. It uses a mixture of traffic sources, capture and nurture methods in order to build trust and rapport with your prospect.
Networking
This can be done in person or by joining things likes groups and communities, or even creating your own. this is an effective way to build your own audience, but does require continual nurturing and engagement.
Partnerships
This is working with other businesses, that also work with your audience and building a referral network where you can share and recommend customers to each other.
These are the main types of traffic generation methods, but are only one part of a Lead generation strategy. This is where people usually get it wrong, they believe that just by sending traffic to their website that this is Lead Generation, whereas the reality is much more complex.
Once you know where you ideal audience is and how you are going to target them, you need to be able to send them somewhere. Again this should align with your specific goals, am I trying to raise awareness of the business and build the brand or am I trying to generate direct enquiries?
The answer to the question, will dictate both the traffic source but also the assets as listed below.
Website
So this what many people consider to be the starting point of any digital marketing. Which to a degree it is, it should be a shop window, your hub and starting place for your business online. Obviously there are exceptions depending on your business type, but if you're an accountancy firm, this should be your first point of call. It doesn't need to be a huge website to begin with, it can grow over time. If you are looking to do SEO, then this content production might need to be expedited, however.
Landing Pages
So this is the first pre-requisite of sending paid traffic into your network. At the very minimum you should have a page that is specifically designed to convert and capture peoples details. I see many Accountancy firms sending paid traffic to their website homepage, if this is you, please stop as you are wasting money, unless its a brand campaign.
Sales Funnels
These are the step up from a landing page, well more several steps, as these are complete eco-systems, that are designed to convert prospects over time. There are lots of different types of sales funnels for different purposes such as high ticket funnels, Webinar funnels, trip wire funnels to name but a few. Each are designed for a specific purpose.
Ecommerce
These are transactional websites, that are optimised to convert a prospect into sales. Ecommerce is a slightly different ball game, than that of service businesses, although there can be learning from this industry based on conversion rate optimisation techniques, buying psychology and more.
The key to any Digital Marketing for your Accountancy firm, is first really getting to grips with your audience, offer and messaging. Getting this wrong can mean the success or failure of any of the above marketing mechanisms. This is why its extremely important to do the initial research and really understand who your trying to talk to with your messaging, what it is your trying to say and what problem does your business or service solve for this person or business.
At the danger of sounding contentious, "NOBODY CARES WHAT YOU DO!", what people care about is what you can do for them, what problem do you solve, what benefit can you provide them, what pain does your service alleviate for them. This should be the driving force behind all your messaging and is what will make the difference in your campaigns success.
An easy way to approach this is to first look at who you work with already, which of those are the best fit for you and your business. Then work out what are the common traits you can look for that match this persona type. Once you have an idea of the type of person or business you want to target, you then need to research the market place, how big is it, how much of it could you reasonable obtain. Then look at the competitors who are already in your market, how big are they, what unique selling points do they have, how can you differentiate yourself from them?
this will provide the baseline framework from which you can start to look inwards at your business unique selling point, the offer in terms of what are you selling and how are you going to position it, then the messaging that will resonate with your audience and attract their attention. This is why I mention audience so many times above, as this is one of the largest variables that will affect any digital marketing campaigns performance.