ClickFunnels For Accountants: Does It Work (Ultimate Guide)

ClickFunnels For Accountants: Does It Work (Ultimate Guide)

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

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

There are thousands (or even millions) of articles, videos, and posts combined on how great ClickFunnels is for both small and large business owners.

But they just end up ONLY praising the tool.

Without giving or sharing ways on how to use ClickFunnels to grow businesses. Not cool. Not cool.

I understand you’re fed up with those hype-y types of contents without direction on how to use ClickFunnels.

Me too.

That’s why I had to come with a specific post like this on how accountants can exploit and squeeze out the usefulness of ClickFunnels in their businesses.

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.

Now, starting with…

What Is Accountant Sales Funnel & How Does It Work?

An accountant sales funnel illustrates the process a complete stranger goes through from a lead or potential client to an existing client and beyond retention.

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

It starts at:

  • Awareness stage:

This is where clients or customers are just learning about accounting services and brands. It can be through organic, paid, referrals, etc.

  • Interest stage:

Here is where the potential client has shown interest in what you’re selling (accounting services). You have gotten their attention here.

  • Decision stage:

Consumers in this stage are evaluating their final choices and paying more attention to what you offer. This is the stage of your funnel you do the major selling. Via sales 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 keeping an existing one. This stage requires you to focus on keeping your clients happy, for them to remain loyal and repeat customers. And even help spread the gospel as brand advocates.

Having clarified that lets go into…

Does ClickFunnels Work for Accountants?

Well, the short answer is YES! ClickFunnels does work for accountants in helping you acquire more leads, convert the leads to sales, and automate every other marketing and sales aspect for accountants or bookkeepers.

To elucidate further…

ClickFunnels
Click image to view full page

Everyone who has a business and wishes to thrive online needs to create sales funnel in order to convert every website visitor.

No conversion means no money to be made.

And one easy way to create a sales funnel is using a platform that helps in building and structuring all the sales funnel stages we talked about earlier.

We can’t pretend that there aren’t dozens of these online platforms to help build these processes.

But as a user of ClickFunnels and how easy it is to build your accountant sales funnels on it – you’ll agree with me that ClickFunnels is awesome.

With over 100,000 users and close to 10 million funnels and counting…

View the stat here…

Including hundreds (even thousands) of accountants that are already exploding their services using this popular sale funnel building system. Those numbers can’t go wrong.

Almost everything you need for your booking and auditing business to be online are found inside ClickFunnels.

Talk about:

  • Website hosting solution
  • Website builder with a simple drag and drop page editor
  • Shopping cart and payment processing
  • Email automation and marketing
  • Affiliate center
  • A membership site for courses
  • Webinar features
  • Upsell, downsell and order bumps
  • A/B split testing
  • Templates

With all the above marketing-oriented features combined and executed into your accounting firm – I don’t think there’s anything stopping from making more money serving your ideal customers.

Now let’s get into the meat of it all on…

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 totally 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 so hard as you’d have thought. You just don’t know-how. What you don’t know you don’t know.

All you have to do is pay attention to this section of the “ClickFunnels for accountants” guide.

The First 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 essentially 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)

In the case of an accountant – your ultimate goal here is to generate accounting leads and convert them 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…

You know 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 CPA of value.

You know:

People don’t have a problem buying what you offer as long as it will solve their pains. They just preferred to be sold after one condition is met: When they see the value.

It all starts with getting to know what your ideal bookkeeping prospects want. Their pain points.

Then create a lead magnet based around that and capture their details via a lead generation page or a squeeze page. Which then takes them to the next part of your sales funnel.

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

Grab your free accountant funnel inside your ClickFunnels account

Second Step – Creating Your Accountant Lead Magnet on ClickFunnels

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. And the Russell further provided some downloadable leadfunnels to use.

Lead funnels
Explore leadfunnels…

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

Like 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 take it the extra mile by doing a little research (surveys, questionnaires, etc.) to find out your avatar’s deepest worry when it comes to bookkeeping.

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

The point is:

If you have an idea of the precise problems that 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. As they want to hire you to do that for them – your lead magnet could serve as a quick fix to a little part of their financial life. Not as the core solution.

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

Third Step – Take Them Up Your Value Ladder

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

What next now?

Well, from my research I’ve found out that the best converting lead magnet type for accountants is the free consultation.

Having people fill an application form that includes their phone number for you call them or having them book the time/day they’d be willing to get the free call would make more sense.

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

And you know what makes more?

You’ll have the opportunity to 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 to follow up with them in the future.

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

Yeah, the same follow up still matters.

See, all the awesome thing about these processes is that you build them in minutes inside of your ClickFunnels account.

You can use the inbuilt follow-up tool that allows sending of emails and SMS to your leads or use any of your favorite ClickFunnels autoresponders.

Quite seamless.

After they might have input their details to get the lead magnet, the “Thank You” page could be a page to download it, 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 by watching a YouTube video or reading this post, then 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.

Oh, and a killer headline!

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

It might come as surprise to you – but your competitors are already making use of sales funnels.

So, what separates and puts you ahead?

The differences between you and them are the applied marketing knowledge and the tactics deployed.

And more of the working strategy all have to do with your offer, your copy, and the right traffic source. The question now is how have you mastered these elements?

Getting into each of those would require a separate guide discussing them.

To save your precious time:

Enroll in this free training by Russell Brunson where you get to discover how to build your accounting sales funnel the right way.

I’ve gone through the training myself and I’m sure blocking out 1 hour of your time to watch it will be worth it.

Learn how to build converting funnels for accountants here.

Hope you got value from this guide on how to use ClickFunnels for accountants?

Share your takeaways in the comment below!

Khris Steven

My mission is to equip and arm you with the precise marketing tools, resources, strategies, and tactics to help you make IMPACT, SERVE more and (of course) EXPLODE your income so you can live life on your own terms.

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