Strategy & Integration: Connect Your Firm's Systems Seamlessly

Connect your marketing infrastructure with custom roadmaps, seamless integrations, and white-glove onboarding. Deliver measurable results within 30 days.

Key Benefits

Discover how this service transforms your accounting firm

Strategic Discovery

2-hour deep dive into your firm, ideal clients, and competitive landscape

Seamless Integration

All systems connected and working together from day one

Custom Strategy

Marketing plan tailored to your firm's specific goals and market

Guided Onboarding

White-glove setup and training to ensure successful adoption

Features & Capabilities

Strategic Discovery Session

Comprehensive analysis of your firm and market position

  • 2-hour collaborative strategy session with your team
  • Ideal client profile development and targeting
  • Competitive landscape analysis and positioning
  • Marketing goals and KPI definition
  • Service offering and pricing strategy review

Systems Integration & Setup

Connect all your marketing tools and platforms seamlessly

  • Website and analytics integration
  • CRM and email marketing platform setup
  • Local SEO and Google Business Profile optimization
  • Review generation and reputation management integration
  • Calendar booking and lead capture forms
  • Marketing automation workflow configuration

Custom Marketing Roadmap

90-day action plan designed for your firm's specific needs

  • Phased implementation timeline with clear milestones
  • Content strategy and editorial calendar
  • Lead generation and nurture campaign blueprints
  • Client retention and referral program framework
  • Performance tracking and reporting dashboards

Onboarding & Training

Ensure your team can effectively use all systems and processes

  • Team training sessions on all platforms and workflows
  • Documentation and standard operating procedures
  • Best practices and optimization recommendations
  • Ongoing support during first 30 days
  • Performance review and adjustment sessions

Build Your Marketing Foundation Right

Let's start with a strategic discovery session and build a marketing infrastructure that actually works together.

Frequently Asked Questions

Implementation

How long does implementation take?

Most service implementations are completed within 2-4 weeks, with initial results visible in the first month.

ROI & Integrations

What integrations are supported?

We integrate with leading accounting platforms including QuickBooks, Xero, and popular CRM systems.

Support

Is training included?

Yes, we provide comprehensive onboarding and training for your team to ensure smooth adoption.