ClickFunnels For Accountants

Understanding how applicable ClickFunnels can be to you as an accountant will give you a massive lead over your competitors.

Close more leads. Convert them to customers. And make more money.

You know, I’ve been using ClickFunnels since 2019. And I’ve recommended it to clients, my email list, blog readers, and even bookkeeping and accounting businesses like yours.

In this ClickFunnels for accountants guide, I will walk you through various steps on NOT just how to use ClickFunnels to get more clients as an accountant, auditor, or bookkeeper.

But you’ll see how to use the concept of sales funnels, the psychology behind it (what makes a funnel convert), and how it applies to your products or services.

Key Takeaways:

  • ClickFunnels works for accountants by providing a system to create and manage sales funnels that streamline attracting, nurturing, and converting leads into clients without manual intervention.
  • It also offers a variety of customizable accountant templates that can be tailored to fit the brand and specific needs of an accountant or bookkeeper.
  • Accountants can create lead magnets to attract potential clients, such as free consultations, eBooks, or informative guides on relevant topics.

What Is Accountant Sales Funnel & How Does It Work?

An accountant’s sales funnel illustrates the process of a stranger’s journey from a lead or potential client to an existing client and beyond retention.

typical sales funnel model

This is a series of steps that an accounting firm or individual accountant uses to convert leads into clients. The steps typically include attracting potential clients, converting them into leads, nurturing those leads, and closing the sale.

For example, an accounting firm might use online ads to attract potential clients to its sales or application pages.

Once on the website, visitors can fill out a contact form to request more information or a consultation. This contact form submission would be considered a lead.

The accounting firm would then use email marketing to nurture the lead by providing them with valuable information, such as tips on how to save money on taxes.

Once the lead is ready to decide, the accounting firm will schedule a consultation to discuss their services and pricing and try to close the sale.

As an accountant, understanding the processes it takes for your ideal client to contact you can help you optimize your marketing strategy and increase your conversion rate.

It starts with:

  • Awareness stage: Clients or customers are learning about accounting services and brands. It can be organic, paid, or through referrals, etc.
  • Interest stage: Here, the potential client has shown interest in what you’re selling (accounting services), so you have gotten their attention.
  • Decision stage: Consumers in this stage evaluate their final choices and pay more attention to what you offer. This is the stage of your funnel where you do the major selling, via your sales page, webinar presentation, calls, etc.
  • Action stage: This is where the deal would be finalized to make you money. You can also call this stage the purchase stage.
  • Retention stage: As it costs more to get a new customer into the door than to keep an existing one, this stage requires you to focus on keeping your clients happy so that they remain loyal and repeat customers and even help spread the gospel as brand advocates.

Does ClickFunnels Work for Accountants?

ClickFunnels 2.0 Website

As an accountant, you’re likely looking to generate leads, onboard clients, and sell digital products like e-books or courses.

ClickFunnels provides a platform for creating customized sales funnels tailored to your specific services and offerings.

Imagine this:

You design a funnel that offers a free consultation or a downloadable guide on tax planning strategies.

Visitors to your website enter their email addresses to access the offer, automatically entering your funnel. From there, you can nurture these leads with targeted emails, offering additional value and eventually guiding them toward your paid services.

ClickFunnels facilitates the transformation of website traffic into potential clients by utilizing a systematic sales funnel approach.

Here’s a breakdown of how ClickFunnels can be an asset to your accounting practice:

  • Lead Generation: You can create custom landing pages that feature forms to schedule consultations, attracting potential clients.
  • Sales Conversion: This tool enables the design of educational webinars, videos, and purchase pages, streamlining the client conversion process.
  • Marketing Automation: Automated email sequences can inform leads about your services and nurture their journey from prospects to clients.
  • Payment Processing: Integrates shopping cart capabilities to efficiently process payments for tax preparation or bookkeeping services.

Moreover, ClickFunnels streamlines digital marketing for accounting firms by offering the following tools:

  • Web Hosting: Provides a stable and robust platform for your website.
  • User-Friendly Editor: A drag-and-drop page editor for easy webpage creation without requiring advanced technical skills.
  • Email Marketing: An in-built system for follow-up communications to keep your brand top-of-mind.
  • Online Course Delivery: Membership sites to offer exclusive content or courses.
  • Sales Enhancements: Features such as upsell, downsell, and order bumps increase the value of each customer.

Accounting professionals can also use ClickFunnels to leverage popular social media platforms like Facebook, LinkedIn, and Google for targeted paid advertising, helping to attract the right audience to their funnels.

Integrating ClickFunnels into your practice allows you to automate many marketing and sales tasks, freeing up time to deliver top-notch services to your clients.

How to Use ClickFunnels As an Accountant

I’m sure you’ll agree with me when I say:

Marketing, getting leads, sales, and growing your accountant business online is really hard. The competition is fierce.

Isn’t it?

Especially if you’re new to the online world with the distracting noises here and there, it turns out that getting clients into the door with ease – on autopilot – is a dream for every accountant or bookkeeper.

Well, it’s not as hard as you’d have thought. You just don’t know how. What you don’t know, you don’t know.

ClickFunnels for Accountants: #1 Step – Set Your Goal

The first step is picking the type of funnel you want to use in your business. From within your ClickFunnels account.

As an entrepreneur, you have 3 (three) goals in mind when creating an accountant sales funnel. It’s either you want to:

  • Generate leads
  • Generate sales
  • Run an online event (like a webinar presentation)

As an accountant, your ultimate goal is to generate and convert accounting leads into long-term clients.

Just login to your ClickFunnels account, click on build funnel, and set your goals to collecting emails/leads:

ClickFunnels Build 1

Not a user yet? Get the free trial here.

This is a service-based business – so getting prospects into the gate would be our major priority.

Maybe, unless you have a bookkeeping course to sell (which still requires getting leads).

Are you getting the point?

If you want to attract new and quality bookkeeping leads, you have to show them that you’re the right choice for their accounting needs by being a valuable CPA.

You know:

People don’t have a problem buying what you offer as long as it solves their pains. They prefer to be sold after one condition is met: when they see/perceive the value.

It all starts with knowing what your ideal bookkeeping prospects want—their pain points.

Then, create a lead magnet based on that and capture their details via a lead generation page or a squeeze page. This will take them to the next part of your sales funnel.

To consult with you or spend money on your next tier offer.

ClickFunnels for Accountants: #2 Step – Creating Your Accountant Lead Magnet

Fair enough, you don’t need to overthink creating your squeeze page on ClickFunnels.

Yeah, there are unlimited templates for you to customize within your ClickFunnels for accountants. Russell further provided some downloadable lead funnels.

The problem is what to use as your lead magnet to lure people into your world.

As I said earlier, you need to provide something valuable enough that your prospect will have no choice but to give their email address.

Here are some lead magnet ideas to explore:

  • Free 10-minute consultation
  • An eBook about changes in tax laws (or tips)
  • How to keep up-to-date with your bookkeeping
  • How to avoid the crisis of a cash flow crunch

You can go the extra mile by conducting some research (surveys, questionnaires, etc.) to discover your avatar’s deepest worry about bookkeeping.

This will definitely help you present the best type of lead magnet.

The point is:

If you know the precise problems your prospects are having, you’ll be in a much better position to use the information gathered from your research to capture QUALITY leads.

While the majority of your accounting clients don’t want to learn how to do double-entry bookkeeping.

If they want to hire you to do that for them, your lead magnet could serve as a quick fix to a small part of their financial life, not as the core solution.

At the same time, it builds your credibility and helps convert them easily.

#3 Step – Take Them Up Your Value Ladder

They’ve gotten their lead magnet. You got their contact details.

Well, from my research, I’ve discovered that the best way to convert lead magnets for accountants is through free consultation.

It would make more sense to have people fill out an application form with their phone numbers so you can call them or have them book the time/day they’d be willing to receive the free call.

Because people are naturally willing to connect one-on-one with others. Especially if it involves value exchange.

And you know what makes more?

You can upsell them on the next offer, UP your value ladder.

From there, you can even close the lead to become a client.

Even if they choose not to become clients during the free consultation (in rare cases), you now have their contact information so you can follow up with them in the future.

“What if I offer an ebook as a lead magnet?”

Yeah, the same follow-up still matters.

The awesome thing about these processes is that you can build them in minutes inside your ClickFunnels account.

You can use the inbuilt follow-up tool, which allows you to send emails and SMS to your leads, or any of your favorite ClickFunnels autoresponders.

Quite seamless.

After they have input their details to get the lead magnet, the “Thank You” page could be a page to download and have a “Thank you” video, with a CTA to schedule a consultation call with you.

What Next?

Building your first or next accountant sales funnel doesn’t start and end with watching a YouTube video or reading this post. Instead, try doing it all by yourself.

There’s more to it.

To build a high-converting funnel for your business. You must first understand the fundamentals involved and what makes a funnel convert.

  • The copy
  • The offer
  • And traffic

ClickFunnels enables you to create high-converting marketing funnels for your accounting firm quickly.

With ClickFunnels, accountants have a powerful tool to automate their sales funnel process, saving time and energy while providing excellent service to potential clients.

By creating landing pages, automated emails, and webinars with information about their services, accountants can focus on what they do best: serving their clients.

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