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If you are looking to transition from a compliance-based financial account to a fully-fledged AI Business Advisor®, our blog is your essential resource. Packed with valuable posts on diversifying your accountancy practice, increasing revenue, upskilling, and future-proofing your skillset and business, our blog is a must-read for ambitious accountants. Stay ahead of the curve and unlock new opportunities by delving into the transformative insights and guidance offered in our blog.

CRM as the Marketing Foundation

Dear Accountant,

In my last post  you had persuaded your client to set up a proper CRM system to target and gather the ideal prospects that your Runagood® Market Research Method had identified. This will ensure that they don’t waste any more money on scattergun advertising.

By working through the Runagood® Action Plan you’re helping your client to choose the right system, populate it with the right prospects and build sequenced, automated messages that appeal to their needs.

So, with a constructive new marketing strategy launched it’s time to look at what else the monthly management accounts are telling us in my next post. Meanwhile, you can take a closer look at this and all the tech here.

With kind regards from

Duncan


This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers via accountancy practices, profitably, by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of running, helping, buying, selling businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

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