Every accounting firm requires different things from their marketing plan, depending on their unique goals and resources. So, to make the tool as useful as possible, we first designed an interactive quiz to assess the state of the accountant’s current marketing efforts, as well as their skill level, time, resources, and team size.
Then, using our years of content marketing expertise, we crafted three different marketing plans tailored for those different skill levels and abilities. Each plan included step-by-step instructions to set up and execute a simple marketing plan over the course of a month, along with actionable tips to succeed through social, email, and other marketing channels. For convenience, we turned the plans into downloadable PDFs, making them easy for accountants to access (and share) with their teams.
In the end, we achieved our goal by designing a seamless interactive that could get a custom marketing plan in an accountant’s hand faster than a cup of coffee.