Lead Generation for Accountants
Accountancy practices appreciate the importance of instilling a robust business development culture, and the role which telemarketing plays in reaching their target markets. Increasingly, Partners understand the marketing and lead generation processes for acquiring clients, recognising the need to keep one step ahead of the competition by focusing on service and sector expertise.
Chartered Developments has been telemarketing for accountants since 1997. Our services include:
Data for Accountants
Every campaign must be built on the solid foundations of data. Its’ reliability is critical, and determines the success or failure of a campaign. There are six stages to ensuring data remains valuable and compliant; scoping the current and future requirements, buying the core data, cleansing the data (to ensure it is accurate), de-duping it with any existing data, constantly updating the data through telemarketing and refreshing from data suppliers and periodic data reviews.
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Telemarketing for Accountants and Consultancies
Larger SMEs, Listed markets and Government organisations are receptive to approaches with a specific message. Examples within this sector include; AIM listing/delisting, Sarbox/Oxera compliance, specialist tax campaigns, sector specific corporate finance projects, pensions audits, pensions and fiduciary management and more. The telemarketing team has the technical knowledge to understand the issues faced by decision makers in large corporates, and the communication skills to engage with them to provide you with fully qualified leads.
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Read examples of campaigns for larger corporates
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Telemarketing into SMEs
Recommended by the 2020 Group, Tax Assist and Accounting Web, our specialist team supporting work into SMEs are ideally placed to help you maximize your returns when targeting businesses with a turnover of up to £2m
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Pipeline Management
We recognise that one of the challenges facing accountants is effectively managing the new business opportunities, and the conversion process from prospect to client. Chartered Developments has progressed from making appointments to helping develop the whole process of prospect management. This can be from simply maintaining contact with decision makers, to providing regular summaries of your opportunity pipeline.
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Business Development Training for Accountants
Accountancy practices by and large have been built on compliance. In effect your clients have had to say ‘yes’ to your services. Consequently there has not been a business development culture. The team at Chartered Developments has spent the last 14 years developing relevant specific business development training for accountants to help you gain new clients and cross sell your services. Our courses are very specific to accountants and laced with examples of selling;- management accounts, tax, strategic planning, audit and more.
