How your Accounting Firm can use Call Automation

Erin McCabe
Posted on:
Wed, Feb 17, 2016
Reading Time:
2 minutes
Accounting, Blog
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Most people use an accountant’s services only once or twice a year. Your firm needs to find new ways to engage their clientele throughout the year, so that when tax season occurs you won’t be forgotten.

One way you can do this is through the use of call marketing automation.

What is Call Marketing Automation?

Call marketing automation helps you to connect with your clients through the use of automated phone calls. The neat thing about using phone calls as a means of connection is that your clients don’t need the internet in order to be reached as they would with email and social media marketing.

You do however need a list of opted in contacts, which you can gather from a manual signup form or a digital one on your website. Once you have your contacts you are able to create your voice campaign.

Many call marketing automation systems will provide you with the option to upload a preexisting message from your device or you can use a text-to-speech functionality. Simply type in your message and choose from a selection of natural sounding automated voices.

How can I use Call Automation?

You can easily use call marketing automation for your accounting firm, to connect with past, current, and future clients.

Here are a few ways you can use automated calls to your advantage:

  • Send reminders about the upcoming tax season and remind potential clients to book their appointment with you.
  • Remind clients about existing appointments with your office.
  • Notify contacts that your office is closed due to a holiday or weather event.
  • Let clients know about any special offers or promotions.

Call marketing allows for you to leave a message even if no one picks up the phone, ensuring that either way, your message will reach your client.

Set up your campaigns to run several times a year to ensure that you maintain regular contact with your clientele. This way, when it comes time for them to start to think about taxes, you will be the first accounting firm they think of.

What’s more, you don’t even have to lift a finger after you set up your campaign. Set it to send at a specific date and time, and automation will do the rest.

Try it Now

To see how call marketing automation can work for your accounting firm, sign up for a 14-day free trial.

Get a free demo today!

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