Are you looking for an online marketing tool to attract new clients to your business and make you more money? ClickFunnels can help streamline this process.
In this ClickFunnels for accountants post I’m going to hook you up with:
- A 14-day no-obligation free trial of ClickFunnels
- The 5 Day Lead Challenge – A free funnel building & lead generation training course
- A free business strategy from an accountant who has made over $1,000,000 using ClickFunnels
If at any time you think ClickFunnels isn’t for you, simply cancel your ClickFunnels account before the 14-day free trial ends and you won’t be charged a single cent.
Table of Contents
Does ClickFunnels Work For Accountants & Bookkeepers?
Yes, it does. Check out the Brick & Mortar Summit series of free interviews and business strategies from ClickFunnels Two Comma Club members (entrepreneurs who have made at least $1,000,000 with a single sales funnel in ClickFunnels) which you’ll receive over the next few days.
There is 1 strategy in particular called: How To Attract 100 New Clients In 100 Days, from the founder and CEO of corvee.com, Andrew Argue:
Watch out for this interview landing in your inbox on day 3 after signing up. Andrew tells you the exact method he used to make over $1,000,000 using ClickFunnels!!
How To Use ClickFunnels For Accountants
1: Understand Who You Are Targeting
To use ClickFunnels for accounting and bookkeeping you first need to figure out “WHO” you are marketing to, Andrew goes over all of this in detail in his PDF.
Once you know who you’re targeting, you can then plan out your accounting sales funnel. The free 5 Day Lead Challenge will take you through all of this.
2: Plan Your Funnel
An example of a bookkeeping sales funnel could be a 3-page squeeze funnel like this:
Landing Page – After clicking on your ad, social media link, or wherever your lead has seen your link, they arrive on your landing page (also called a lead magnet page) where they can give you their contact details.
Optin Page – After entering their details and clicking your Book My Free Tax Assessment button, your lead can now schedule their appointment with you through ClickFunnels ability to link your scheduling software into your funnel page:
Thank You Page – Your lead then comes to your thank you page where you confirm their appointment as well as reminding them of all the ways they can contact you:
3: Drive Traffic To Your Landing Page
Now you’ve picked your “WHO” and created your funnel, you need to drive traffic to it.
The most obvious choices to generate leads would be:
- Facebook Ads
- Google Ads
- Bing Ads
You could also use SEO (Search Engine Optimization) techniques on your website and social media accounts.
There is a free book available (you just pay for shipping) from ClickFunnels called Traffic Secrets in which Russell Brunson teaches you all his very best lead generation techniques from your various social media accounts and paid adverts.
A new free training course has just been launched by ClickFunnels called the 5 Day Lead Challenge:
The 5 Day Lead Challenge takes just 30 minutes per day for 5 days and teaches you how to:
- Build a sales funnel like above
- Set up an email sequence to get your new leads hooked on to you
- Get practically unlimited new leads to your funnel!!
ClickFunnels For Bookkeepers Best Practices
Add Some Urgency To Your Landing Page
Using these scarcity tactics has been proven to increase sign-ups.
To add scarcity to your landing page you could:
- Use terms like “Limited Time Offer” or “Only 100 Available”
- Add a countdown timer to back up the Limited-Time Offer statement
- Use colors like red, yellow, and orange on your call to action buttons
Set Goals And Track Your Results
Setting yourself goals is a great way to keep yourself on track as it gives you something to work towards.
If you’ve set yourself a goal of generating 1,000 new leads by the end of the year, check once per week to see if you’re still on track to meet that goal.
If you’re falling behind you’ll know you need to up your game a little.
Split Test Your Landing Pages
ClickFunnels allows you to perform split tests on your landing pages.
You can try testing:
- Different images
- Different text
- Different colors
- Different offers
- Different call to action buttons
By split testing you can work out what combination of the above will work best for you, saving you spending a ton of money sending traffic to a page that won’t work for you.
Use Social Media
Having social media accounts is a must.
With Instagram and Pinterest you can put out images showing what services you offer, how much money you have saved your clients, and encouragements to book an appointment with you.
Ask your clients to make you a video testimonial for your YouTube channel. You could also re-purpose these videos for your marketing funnels or Instagram stories.
Facebook and Twitter let you interact with people in your area and boost your lead capture.
Add The Facebook Pixel To Your Funnel Pages
By adding the Facebook Pixel to your funnel pages, you can track your leads.
What’s the Facebook Pixel you may ask. Have you ever been looking at something online, and as soon as you open Facebook you’re bombarded with adverts for the very thing you’ve just been looking at online?
That’s because the website you’ve just been browsing has the Facebook Pixel installed, and you got tracked to Facebook so that company can advertise to you there.
Hosting webinars is a great way to interact with your clients.
- Tell them about all the services you offer
- Explain the benefits of using your services and how much money you’ve saved clients so far
- Interact with them by inviting them to ask questions and get a live answer from you
- Have past clients who have used your services join in a group chat and give you an endorsement
Find Out What Your Competitors Are Doing
There are plenty of accountants using ClickFunnels, so why not find out what’s working for them and replicate that for yourself?
Russell Brunson will show you exactly how to do this in an ethical way in his Funnel Hacking Secrets Masterclass webinar.
Learn From The Experts
Sign up for the Brick & Mortar Summit and get the battle plan of Andrew Argue.
If he can make over $1,000,000 using ClickFunnels for bookkeeping and accounting, there’s no reason why you can’t too!
Why Use ClickFunnels For Accounting
Build Amazing Landing Pages
Building ClickFunnels landing pages to send your leads to from your advertising campaigns and capture their contact information is a breeze.
With ClickFunnels you can also add digital files to your landing pages so you could give away a free PDF on something specific to your chosen target audience.
Fully Responsive Funnels
ClickFunnels funnels and pages are fully responsive and automatically adjust to the screen size of the device they are being viewed on.
Your pages will look amazing whether your client is on a phone, tablet, or desktop computer.
It’s all about making that first impression a good one!
Simple To Use
The funnel builder in ClickFunnels was created with user-friendliness as it’s No.1 priority. The above accounting funnel template example took me less than 20 minutes to create.
It’s so simple to use, you don’t even have to bother building a funnel if you don’t want to. There are over 100 ready-made templates inside of ClickFunnels, all you have to do is alter the text and images to suit your business.
If you want something professionally created you could look at buying a funnel from the funnel store.
Easily Integrates With Many Other Tools You May Already Use
Nurturing your clients is what ClickFunnels does best.
If you already use other tools for nurturing your leads, such as a CRM or email autoresponder, ClickFunnels easily integrates with many of them with just a couple of mouse clicks, including:
- Agile CRM
- Zoho CRM
Email Marketing Integrations
- Active Campaign
- Constant Contact
- Keap (Infusionsoft)
- Webinar Jam Studio
Payment Processing Integrations
Phone & SMS Messaging Integrations
- Burst SMS
- Call Fire
- Call Loop
- ClickSend SMS
- Mobile Text Alerts
Schedule & Booking Integrations
- Acuity Scheduling
- Follow Up Boss
- Keap (Infusionsoft)
ClickFunnels Has Fixed Pricing
You shouldn’t have to pay a penalty for being successful, so why do so many online tools increase your monthly subscription just because your email list has grown?
ClickFunnels has a straightforward pricing structure:
- ClickFunnels Basic $97 per month
- ClickFunnels Platinum $297 per month
Follow-Up Funnels (ClickFunnels’ email autoresponder) is only available on the Platinum Plan. So if you already have an email autoresponder tool you can take the Basic Plan, integrate it with ClickFunnels, and save yourself some money.
However, unlike some of their competitors who increase your subscription cost as your email contact lists grow, or you want more features, with ClickFunnels Platinum you get:
- UNLIMITED sales funnels
- UNLIMITED funnel pages
- UNLIMITED email contacts
- UNLIMITED email sending
- UNLIMITED monthly traffic
All for one fixed monthly fee.
You can get a 44% ClickFunnels discount if you go for the Funnel Hacking Secrets bundle.
If you’d like to see the difference between the ClickFunnels Basic and Platinum pricing plans, see my ClickFunnels Pricing plans article.
3 Things You Should Do If You’re Considering Using ClickFunnels For Accounting
1: Sign Up For The Free Brick & Mortar Summit
This will give you the business strategy from Andrew Argue who made over $1,000,000 using ClickFunnels for accounting and bookkeeping.
2: Take The Free 5 Day Lead Challenge
This totally free course from ClickFunnels will teach you over 5 days how to:
- Build a lead capture funnel
- Set up an email sequence to keep your new leads engaged
- Generate practically unlimited new leads to your funnel without spending a dime on advertising
Better yet, it takes just 30 minutes each day! I know you’re busy like most business owners are, but everyone can spare 30 minutes, can’t they?
3: Start Your ClickFunnels 14 Day Free Trial
You’ll be prompted during the 5 Day Lead Challenge when to start your free trial, but here’s what you’ll get included with that:
ClickFunnels For Accountants Conclusion
ClickFunnels has a solid reputation for helping businesses increase profits using sales funnel techniques that have time and again returned great results.
Using Click Funnels for bookkeeping and accounting will make it easy for you to capture new clients through a landing page, upsell your clients on other services and keep in touch with your clients through the various messaging integrations.
Created with user-friendliness in mind, ClickFunnels gives you all the tools you need for generating new leads 24 hours a day, all without you having to learn complicated coding, becoming a tech-nerd, or spending a ton of money hiring someone who is!
If your tech skills, like mine, extend as far as using a calculator (although I do sometimes still add up using my fingers and toes!) typing text, and uploading an image from your computer, you can use ClickFunnels!
With a straightforward fixed pricing structure, the top plan gives you UNLIMITED everything, you don’t get penalized for being successful with price hikes as your contacts list grows or you start to use more features.
Now you know all about ClickFunnels why not sign up for their no-obligation free 14-day trial so you can start capturing new leads today.
There’s even an amazing 44% ClickFunnels discount available if you want to pay for 6 months upfront.