- Get opt-in, or permission, from your clients to receive tips via email.
- Add a sign-up link to the bottom of your invoices for clients to sign up.
TIP: Create a signup form using our simple form builder.
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We’ve put together these resources that set you up for success, no matter the season.
You’ve got big plans for your accounting firm. Achieve those goals by connecting with new and existing clients and creating value with your expertise.
You can educate each of your clients about their accounting needs and also remind them of upcoming deadlines. Email keeps you connected throughout the year.
Taking your firm's communications to the next level will help you stay competitive in the industry and help you acquire, retain, and connect with your clients.*
Your practice has grown thanks to your excellent work ethic, professionalism, and word-of-mouth referrals. As you grow your client list, consider establishing an online presence that mirrors that trustworthy personal brand that you’ve worked so hard to build. Plus, you get to brag about those 5-star testimonials.
TIP: Create a signup form using our simple form builder.
TIP: Send a targeted email to a specific audience (e.g. existing clients with an LLC) by selecting it in your Audience dashboard.
TIP: Combine your QuickBooks paid invoice data with Mailchimp’s powerful automation tools to add a personal touch to your emails. Learn how in this video.
Now that you have momentum behind your email communications and your clients are engaged, let's keep it going with Mailchimp's user-friendly features that help you share further on social media and get yourself organized.
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