Develop a Contact Database

Dear Accountant,

Welcome to 2024, your ongoing Financial and Business Advisory journey 

Step 40 Taking Business Solutions into Clients

In my last post we continued looking at the Marketing Methods group and had implemented M01 to M04 putting your client in possession of completed developments, ready to go to the right markets with the right products. So, we’ll now implement Method ‘M05 Develop an Effective Contact Database’.

This is fundamental to all marketing: identifying the target audience, managing enquiries, booking pitches, follow up actions, reminders, email automation, data storage and updating.
 
Working with your client you’ll choose the best system to manage all that, load it with the targeted prospect database, and implement the contacting plan.
 
In my next post we’ll look at ‘M06 Raise Awareness for Your Business’ and its matched products in the markets you’ve identified.

Find out here how Business Solutions Club membership turns you into a ‘Trusted Advisor’ and NEFD

With kind regards from 

Duncan

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers whilst profitable for accountancy practices to deliver through pioneering AI technology. He has automated the 000’s of practical consultancy techniques he developed used during 60 years of running, helping, buying, selling one million businesses large and small. Ask  him anything, anytime, for free, at: duncan@runagood.com 

The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.