Attracting New Clients

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Attracting New Clients

Attracting clients is key to growing your business. Here are a few tips for increasing your firm’s client base.

1. Do recon with current clients. Ask clients how they found out about your firm to identify the marketing/outreach channels that are attracting clients most effectively. Use these insights to refine your outreach strategy.

2. Sharpen your “About Us” or “Bio” page. These pages receive the most page views after your firm’s homepage. Make sure it showcases the experience and professionalism of your leadership.

3. Show some personality. If you already have social media accounts built out, don’t be afraid to share content related to your team’s hobbies and personal achievements. Showing the human side of your firm can help instill trust in prospective clients and create a more genuine connection.

4. Overdeliver to existing customers. Getting referrals from existing clients is obviously a great way to grow your client base. The most straightforward way to do this is to deliver them a phenomenal experience. Professionalism and effectiveness are baselines – try to go above and beyond client expectations in terms of customizability and convenience. Clients should feel that you’ve thought through every step of their journey and optimized it for ease.

We aid in this endeavor in that optimizations for client experience are built into our platform. From offering email or SMS notifications to secure, passwordless login, our features ensure maximal ease for clients. Further, since we reduce the time admin work requires, firm members have more time to personally attend to clients more frequently and thoroughly.

As a counterpoint, here’s a thought-provoking piece on the potential upside or letting clients go. Take stock of your clientele and consider whether to focus on cutting ties or forming new ones – or both.

Modernize Your Tax Engagement.

Attracting New Clients

Attracting clients is key to growing your business. Here are a few tips for increasing your firm’s client base.

1. Do recon with current clients. Ask clients how they found out about your firm to identify the marketing/outreach channels that are attracting clients most effectively. Use these insights to refine your outreach strategy.

2. Sharpen your “About Us” or “Bio” page. These pages receive the most page views after your firm’s homepage. Make sure it showcases the experience and professionalism of your leadership.

3. Show some personality. If you already have social media accounts built out, don’t be afraid to share content related to your team’s hobbies and personal achievements. Showing the human side of your firm can help instill trust in prospective clients and create a more genuine connection.

4. Overdeliver to existing customers. Getting referrals from existing clients is obviously a great way to grow your client base. The most straightforward way to do this is to deliver them a phenomenal experience. Professionalism and effectiveness are baselines – try to go above and beyond client expectations in terms of customizability and convenience. Clients should feel that you’ve thought through every step of their journey and optimized it for ease.

We aid in this endeavor in that optimizations for client experience are built into our platform. From offering email or SMS notifications to secure, passwordless login, our features ensure maximal ease for clients. Further, since we reduce the time admin work requires, firm members have more time to personally attend to clients more frequently and thoroughly.

As a counterpoint, here’s a thought-provoking piece on the potential upside or letting clients go. Take stock of your clientele and consider whether to focus on cutting ties or forming new ones – or both.