Marketing & Sales for Accountants

What we do

In the age of digital revolution, customers are ever more demanding, there is intense and disruptive competition in the market and and it is easier and more common to switch financial services providers than ever before. But most financial service providers lack the expertise to plan and implement marketing strategies fit for their business. And why should they have to when their expertise lies elsewhere? Nonetheless, digital marketing has never been more vital to a firm’s growth. This is where we come in- we bring you the expertise needed, without the massive costs associated with Sales and Marketing. We are enabled with technology to revolutionise marketing for professional accountants. We identify your business needs, marketing strategy and work closely with you to reach prospects and convert them into loyal clients.

How we do it

Step by step...

Step 1
Business and Strategy Analysis
We will first research your business, look at your sector expertise, then analyse your sales goals with you and go through the strategies that would work best to meet these goals.



Step 2
Building your digital strategy
We will provide you with a modern mobile responsive website, lead collection, email marketing and publishing maintaining content that inspires and educates your customers. We can then begin working for you to achieve your goals using these strategies.



Step 3
Web, email and social set up
Your dedicated account manager will get you started on website optimisation, social and email set-up. Our team of experts will then get your digital strategies rolling, with timely content on your blog, social posts and emails.



Step 4
Getting you meetings
We have a team of specifically trained BDRs to accomplish a part of the sales process for you and generate meetings with prospective clients for you. We understand that sales is not your best forte and we train you in selling techniques before you go in to these meetings, if you desire.



Step 5
Monitoring and ongoing review
We will closely monitor your digital strategies and make sure they deliver most effectively through all channels so that you get the biggest bang for your buck.



Want to know more?

Success Story

“Mobeo really understand the challenges in acquiring new customer for our practice and they deliver. Now we’re adding more new customers than at any tim ein our history. I couldn’t be happier.”

Paudie O’Donnell, O'Donnell & Associates

Get in touch today
about mobeo Engage