Top Strategies for Accounting, CPA & Tax Planning Professionals To Master Email Marketing

The Clash of Titans

This is about a marketing battle between two forms of marketing that are always pitching between heavyweight contenders.


On side one is the powerhouse, Social Media Marketing


Climbing into the ring on side two is Email Marketing.

Both undoubtedly have their own strong advantages. But in the race for stronger ties and acquiring new clients, only one champion is there who can rule for all professional services.


So buckle up, because we are about to get into strategies, stats, and success stories that uncover just why email marketing still owns the heavyweight title in marketing.

Round 1: Email Marketing's Timeless Appeal

Most businesses one way or another crave the human touch. In a day and age marked by an endless brigade of automation and communication, email marketing is the golden child, showcasing unmatched capacity for communication personalization. And personalization is king.


The Direct Marketing Association throws a knockout punch of a stat that makes personalization king: email campaigns that use this strategy have a mind-numbling 4400% return on investment (ROI).


What does personalizing your business message mean?


It means placing the name of the client to your mouth when crafting your business message towards their problem. This makes clients have a sense of value toward the services they receive. This custom way creates trust and loyalty so that they may pave the way for customer relationships that last.


Speaking of which, here is a live example that perfectly defines its powers:

A smart CPA firm decided to segment their email list (the term for putting customers in boxes according to needs).


That meant coming up with personalized emails packed with relevant tax hacks and industry insights from their team, versus firing at everyone with the same old message. And the result?


A 70% open rate literally knocking the industry standard out of the water. I mean, that's the kind of engagement one has to dream of, right? And it’s all thanks to the wonders of personalized email marketing.

Round 2: Social Media's Flash and Flair

Of course, social media marketing has its attractions.


The potential to go viral and reach millions with a single post is something impossible to ignore. Think of it this way: a seemingly one-time tax tip tweet could balloon into a national conference and at least giving your 15 megabytes of social media fame.


Ah, the prospect of social media engagement is like wrestling an alligator.


According to new research, an average tweets lifespan is only 18 minutes. Barely the kind of long-term brand awareness your business is in need of.


In other words, social media can also be a bit of a free-for-all. For instance, the tax planner may go on LinkedIn to connect with other professionals and start branding herself as a thought leader in your field. But how good is she to convert "likes" and "shares" into actual paying clients?


And that is the battleground: cluttered with viral cat videos and meme wars.


Your well-thought-out message would have gotten lost in the noise, drowned out by whatever dance transformed itself into a viral sensation at the time.

The Counterattack: Navigating Social Media's Minefield

Social media algorithms could make someone become a jealous lover. These ever-evolving rules seem to decide who and what shows up on that followers' feed, not always in your favor.


Case in point, as reported by Hootsuite, Facebook's organic reach for business pages has plummeted to a lousy 5.2%.
What that translates into is that a minuscule fraction of your followers is going to see your post, and for the rest? You have to pay. Ouch.


Here's another challenge: social media is an ongoing battlefield in which everyone takes turns trying to capture the attention of people.


Accounting messages, despite being value-adding, might just not be in the same league of entertainment by some video about funny cats or an expensive video about a new influencer event coming up. Distractions bombard your audience and make it really hard for your content to jump up and be noticed.

The Knockout: Email Marketing's Strategic Dominance

So, how does email marketing reclaim its championship title?


Let's break down its winning strategies:

  • Direct Access to the Decision-Maker's Ring: With email marketing, you get a golden ticket in the form of direct access to subscribers' inboxes. MarketingSherpa's research showed that 72% of prospects would rather receive communication through email. That's a direct line to the decision-maker that counts.
  • The Art of Personalized and Targeted Campaigns: Call back to that CPA firm with the stand-out open rate, well they were able to achieve such a great open rate by leveraging the power of segmentation. With segmentation, email marketing enables you to target your campaigns to clients of specific needs. In fact, Campaign Monitor reports this could be driving a 760% increase in email revenue. Now that's a punch!
  • Measuring Success in the Digital Dojo: The extent to which success can be measured through social media, email marketing, and other digital approaches remains vague, with the so-called "vanity metrics" like "likes" and "shares" rarely ever appearing to make an impact on ROI. Not so with email marketing. Opens, clicks, and conversions are all traceable, which in turn gives you valuable perspectives about what works and what doesn't.
  • Creating Loyalty Among Customers: Email marketing is somewhat of a slow burn with customers in creating loyalty. While the social media craze trends and flows every drop of a hat, email is a constant method that lets one foster leads with valuable content to provide them confidence in building trust in your brand as their trusted advisor. By continuing to make contributions with industry insights, on-going tax-tips, and news at the right time, you become that 'go-to' firm for your clients, fostering lasting relationships that yield growing revenue.

The Underdog's Counter: Synergizing Email with Social Media

Now, just hold your horses there. Instead of outright benching your marketing on social media, view it more in the context of a supporting teammate to your champion, email marketing strategy.


That depicts how social media can be a brand-new powerful engine, shifting more traffic towards your website and finally convert this into an extension of the growth of your email subscribers.


Here's what makes the magic happen:

  • Promote Exclusive Content: Announce to your audience that, as a reward for signing up, exclusive tax guides, whitepapers, or other upcoming content could soon be in their inboxes. Social media leveraging to draw people to your email list is best done on social media sites.
  • Run Social Media Contests: After all, who would like to lose an opportunity to win free giveaways? Organize contests over social media channels and ask interested entrants to sign up for your mail. This way, you will certainly rope in some new email subscribers and create that much-needed social media buzz.
  • Social Proof: Share high-rated customer testimonials or case studies with your social media followers. All these social proofs will spike the interest of users, who then sign up for your email list to know about your services.

Final Round: Crafting a Winning Email Marketing Campaign

That championship belt of email marketing goes to...


You. It's now in your possession.


As you've seen email marketing take the championship belt, we've got you ready with the tools to win your own marketing battles.


Below are some strategies:

Building Your Email List

You are not going to build a list of prospects within your email list overnight. You have to be in an active process of developing content that is pertinent and helpful for your social media pages and website, targeted at your likely potential markets. That could be in the form of free downloadable resources, blog subscriptions, or free consultations. Always make sure to dwell on developing faith of your audience through permission.


Or you could simply buy a list online at one time or create your own using a tool like Apollo.io for B2B leads or LeadScrape for local B2B leads.


But, you have to spend a lot of time (4+ hours) sometimes more to get the leads you want, verify them and add them to a program that will allow you to contact those prospects. I doubt you want to do that or have the time for it.

So, instead of spending time and money learning to write and send emails yourself. Let us handle it for you, we have proven strategies that have worked for several businesses like yours.


Not only that but we know what messaging works and how to stay 100% CAN-SPAM compliant.(which is extremely important if you want to land in the email inbox and not in spam)


We can help you send 10,000 emails a month or even 10,000 emails every single day.


We manage the whole process for you until you get a reply or a prospect schedules a meeting on your calendar. Thats where you take over. Its like a sales person working to grow your business every day without calling in sick or giving you an excuse because his dog died.


Learn more here by clicking here.

Meaningful Content

Engaging content can surely not be constructed unless there is something by way of an engaging campaign for them to nestle in.


Discard all those worn-out templates and write some email that your target group actually wishes to read. It can be anything from industry-specific knowledge bites or tax tips, catering to diverse client segments to solutions that address specific pain points.


Apart from that, make sure your email content is informative, simple, and short.

Analytics Advantage

Always geek out on your numbers. Most email marketing platforms come packaged with robust analytic tools.


And for your landing page I would recommend using systeme.io which tracks and gives you the analytics you need. Or use a simple took called SmartLook which is free, all you have to do is put a piece of code in the header of your website. (they have videos on how to do it)


You'll be able to keep track of all your key performance indicators, such as your open rates, click-through rates, and even your conversion rates.


This way, you learn what is working with your audience and whats not.

Raising the Champion's Belt

But the bottom line is this: email marketing is still the reigning king for most professional service providers. From the ability to convey personal messages straight to the decision-maker, the force of sharply targeted campaigns, and the deliverability of those messages in real-time, email is a strategic powerhouse.


Secondly, fully embrace email marketing as a data-driven strategy towards beautiful content and intense client relations.


Don't forget, in a field like marketing, establishing trust and building long-term relationships is the very best way to win. Get into the ring and start creating knockout email marketing campaigns that spell success for your firm.

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