Can You Use ClickFunnels For Accountants? (How Does It Work)

ClickFunnels for accountants?

Sure, why not!

ClickFunnels is the perfect platform for any accountant looking to streamline their business and maximize their profits.

With ClickFunnels, you can easily manage your:

• Leads
• Sales
• Virtual Events

Plus, ClickFunnels provides a complete suite of marketing automation to help you stay connected with your clients and promote your services.

ClickFunnels for accountants is the perfect tool for managing your accounting business in today’s digital age.

Now, how does ClickFunnels work?

Let’s take a look!

What Is Accountant Sales Funnel & How Does It Work

Now we mentioned ClickFunnels as a great tool for accountants, but what is the ClickFunnels sales funnel, and how does it work?

Put simply, ClickFunnels lets you create a series of webpages with customizable designs that guide visitors through your website.

This can be used to generate leads or promote your products/services.

And you probably think your website has already done that, why do you need ClickFunnels?

You don’t actually…

Something is not broken, so don’t fix it.

If your website is working well, then why change it?

Let’s be honest, ClickFunnels is not the Holy Grail.

This article is for those accountants who are having a hard time making sure their websites fulfill all their marketing needs.

If…

• Your website is not converting visitors into leads.
• You can’t keep track of who is visiting your website and what they do.
• You don’t want to add extra headcounts in your books to hire a team of web developers.
• You don’t want to run into the rabbit hole of finding which plugin is better.
• You want to keep your books clean by using tools that can handle all your marketing needs.

If that still interests you then let’s get into it.

How to Use ClickFunnels As an Accountant

What comes to your mind first when you want to use ClickFunnels?

Probably creating a funnel.

So, what kind of funnels can ClickFunnels create for you?

Well, ClickFunnels can create any type of funnel that you may need:

• Homepage Funnel
• Lead Generation Funnel
• Webinar Funnel
• Membership Funnel
• Survey Funnel
• Anything you can think of, ClickFunnels can do it for you.

(I will get into some examples of ClickFunnels funnels for accountants in a bit.)

Next, what’s the next thing that comes into your mind?

Can you integrate with QuickBooks?

Yes, with the help of Zapier.

ClickFunnels can be integrated with QuickBooks and sync the data between the two platforms.

In fact, ClickFunnels integrates with many other software, like Google Sheets and Trello.

And it’s super easy to set up thanks to all ClickFunnels knowledge base resources.

I bet you want to know if you can accept payments with ClickFunnels…

Yes, you can accept payments with ClickFunnels.

Yes, you can create a subscription-based plan to accept payments from your clients without you chasing after your clients month after month.

Yes, you can also create payment plans for your client should they need to pay over a few months.

ClickFunnels also supports multiple payment gateways, such as Stripe and PayPal.

So don’t worry ClickFunnels got your back when it comes to accepting payments.

You see ClickFunnels can be a game-changer for your accounting firm.

It’s like having an extra pair of hands to lift up your business and manage all the marketing stuff.

But ClickFunnels is not only used for funnels.

Accountants can use ClickFunnels to build their email list, create opt-in pages, and create marketing campaigns. (Webinar)

I bet you are now sold ClickFunnels right?

All you need to do is B.L.P.

• Build It
• Launch It
• Promote It

And you will get your client’s attention in no time.

But how do you do that?

Let’s back up… How do you get clients as an accountant?

According to Dext.com, these are 10 ways you can get more clients as an accountant:

1. Word of Mouth
2. Ask for Referrals
3. Make The Most of Your Website
4. Perform an Ideal Client Analysis
5. Get Networking
6. Explore General Ledger Directories
7. Get Listed on Dext Directory
8. Find Your Niche
9. Network at Industry and Business Events
10. Up Your Social Media Game

Again, ClickFunnels is not a magic wand but let me magic you thru some of them.

Can you take a wild guess on how many boxes does ClickFunnels check out of the 10?

8/10!

Again… It’s not a Harry Potter~ thingy…

Allow me to explain how ClickFunnels can help you with the 7 boxes it checked.

Word of Mouth

64% of marketers agree that word of mouth is the most effective form of marketing.

lxahub.com

ClickFunnels can help you leverage word-of-mouth marketing by allowing you to create referral campaigns.

A referral campaign is basically a funnel that you create to incentivize people who refer new customers to your business.

How it works is that ClickFunnels allows you to create a unique link for each customer who signs up with your referral program.

When someone signs up using their unique link, they are rewarded with a coupon code or other perks.

It’s an easy way to get people talking about your business!

It is also known as affiliate marketing.

If it is done correctly, you may not need to spend as much on advertising anymore.

Ask for Referrals

If you don’t have a referral program for B2B, you’re missing out.

Referanza.com

Getting referrals requires a bit of effort.

First, you need to do an excellent job.

(I’m sure you do)

Second, you need to give them a “reason” to refer you.

Most of the time is based on experience and trust in working with you.

And… sometimes even when you have done a great job doesn’t mean they would refer you.

So what should you do?

By creating a rewards-based system to give them a “reason” to refer you.

You can give incentives to those who refer you such as discounts or freebies.

(Even affiliate commissions too)

Again, ClickFunnels can help you set up an automated referral program that does all the work for you.

You can create a unique link for each customer and Clickfunnels will track the referrals and reward them with coupons or discounts automatically.

This way, you won’t have to manually keep track of who referred whom!

(Time and reputation saver!)

Make The Most of Your Website

One of the 10 reasons why a website doesn’t convert is you’re sending customers off track – or making them mad

Wordstream.com

We all love a cool design website that looks good, but what’s important is it converts.

Chasing after a good design website without considering the user experience can be costly.

That’s why most marketers use ClickFunnels to optimize their websites. (Funnels)

Traditionally, we all want a fancy website that takes a lot of time and money to create.

But ClickFunnels simplifies the website creation process by allowing you to create high-converting funnel pages without the need for HTML coding or web design experience.

With ClickFunnels, you can create beautiful opt-in pages, sales pages, webinar pages, thank you pages, and more with just a few clicks of the mouse.

And also include A/B testing features so you can test different page designs to see which one works better.

All these features help you create a website that’s optimized for conversions and makes the most of your website’s visitors.

Perform an Ideal Client Analysis

By creating an engaging customer avatar, you’ll increase your chances of reaching your target market and converting them into buyers.

Empowery.com

There is this saying “You can’t sell if you don’t know who you sell to”.

Though ClickFunnels does not help this directly, ClickFunnels still helps you with getting insights into who your ideal customer is.

Things you can do with ClickFunnels:

1. Helps you qualify visitors.
2. Helps you qualify leads.
3. Helps you identify buyers.
4. Helps you identify hyperactive buyers.
5. Automate your follow-up system.

All these features will help you gain insights into your buyers so that you can know who they are and what they need.

With ClickFunnels, you can also create an engaging customer avatar of your ideal client by segmenting data from the ClickFunnels platform.

This helps you target the right people with the right message at the right time.

Once you know who your ideal customers are, ClickFunnels can help you customize and personalize content to make it more relevant to them.

This will increase your chances of reaching your target market and converting them into buyers.

Get Networking

Your Network is your “Net Worth”.

Newcampus.com

You can create an event funnel to invite business owners to attend your workshop or seminar. ClickFunnels is perfect for creating a simple yet effective event funnel.

You can also use ClickFunnels to create a registration page, which will take care of the sign-ups, attendance tracking, and automatic follow-up emails.

It’s very complicated to set this up and running traditionally, but ClickFunnels makes setting up an event funnel so easy.

You can literally build one in the afternoon to see if there is any interest in your event and launch it by the next day.

So you don’t have to spend too much time doing things that are very time-consuming and tedious.

Russell Brunson wrote a book about Networking as well, you can check it out if that’s what you’re interested in.

Find Your Niche

Niche marketing helps you decide and focus on your one expert area to stand out above the competition.

Deskera.com

If you are a customer would you prefer a generalist or a specialist?

I am sure you would say the latter.

That’s’ the whole concept of niche marketing.

Again, you can create a funnel to find or narrow down your niche. ClickFunnels can help you do this in an automated fashion.

You can create multiple funnels with different offers and see which one is the most appealing to your potential clients.

What it does is you can quickly identify which niche you can focus on and what products, services, or offerings will be the most successful.

With ClickFunnels you can quickly build a funnel specifically targeting that niche to test the water.

Next, collect some data and see if the niche is worth pursuing and if you can become the leading expert in that niche.

Network at Industry and Business Events

Events may be the only way you discover, create, or learn about a trend that hasn’t yet gone viral. If you’re serious about being an authority in your niche, being in the “know” is everything.

Eventistrybyalecia.com

Every year ClickFunnels puts on a big event called Funnel Hacking Live.

People who own businesses, people who are entrepreneurs, and other people like them come together at this event to learn about ClickFunnels and meet other people with the same interests.

What does this mean to you?

It can mean many things.

It can give you the chance to meet people from all walks of life, exchange ideas and advice, learn about ClickFunnels in more detail – and even discover potential business partners.

It’s an incredible experience that ClickFunnels provides for their customers and you should definitely take advantage of it if you have the opportunity.

Up Your Social Media Game

You don’t create enough content because you don’t know where to send them!

Grant Cardone’s quote in Your First Funnel Challenge

It’s no secret that social media has dominated the online marketing landscape.

They used to say that social media is only for youngsters, but these days even professionals have to be active on social media.

The problem with social media is you might end up consuming rather than producing.

So how to work around it?

I would leverage auto-posting tools like Buffer.

You can create content (or outsource) for your post in bulk then you schedule your post with tools like Buffer.

That way you can avoid being sucked into the endless loop of scrolling and consuming.

Now you have no excuse but to produce content.

With all the efforts where do you want to send your audience?

ClickFunnels is one of the best tools that you can use to build a funnel and send your traffic there.

You can create landing pages, thank-you pages, webinar registrations, and pretty much all the things related to marketing automation.

ClickFunnels for Accountants Example

Seeing is believing.

Just as I promised, here are some examples of ClickFunnels for accountants.

Here is what I found:

Newwave

This is perfect example of ClickFunnels for Accountants.

They use ClickFunnels to create automated book to call funnels that can help them get more leads and customers in the door.

Taxplus365

This is another example.

They use a video to explain their offer and illustrate their package clearly at the bottom.

If this site incorporate more with some extra copy I think it would be even more effective.

Sterling Tax & Accounting

This is a good old sales letter to opt-in to a webinar.

What I like about this one is they use a “Dynamic Date” on top of the page to create some sort of urgency.

(Vert Smart)

There you have it.

There are few more examples to this.

I will not go thru each one.

But I will share with you how you can find these sites.

Simply go to google any type the following:

site:clickfunnels.com “accountant”

You can even use this method to find your Dream Customers too.

3 Things You Should Do If You’re Considering Using ClickFunnels For Accounting

ClickFunnels can a great addition or replacement to your current marketing mix.

If you are intrigue, what I suggest you should do next:

Your First Funnel Challenge

If “funnel” is something new to you then you may want to consider joining this free challenge.

It’s a 5-day challenge that will walk you thru on how to leverage funnel to capture more leads and increase sales.

Not only that, you would learn how to get more traffic your funnel.

Not to mention… you can get ClickFunnels 30-days free trial if you choose to upgrade to VIP.

Dotcom Secrets Book

If “funnel” is something new to you then you may want to consider joining this free challenge.

It’s a 5-day challenge that will walk you thru on how to leverage funnel to capture more leads and increase sales.

Not only that, you would learn how to get more traffic your funnel.

Not to mention… you can get ClickFunnels 30-days free trial if you choose to upgrade to VIP.

ClickFunnels Best Package (Save 44%)

If you already have experience with funnels and you want to get your funnel expertise to next level then you should consider this package.

This package is ClickFunnels best offer to date.

• You get the best price with ClickFunnels.
• You get Funnel Builder Secrets Course.
• You get Funnel Scripts Software.
• You get Geru Software.

If you want to take one step further you can even upgrade to join ClickFunnels certification program.

If you wish add extra offer to your existing client this could be a great addition to your arsenal.

Final Thought – Can ClickFunnels Replace Your Website?

Can ClickFunnels replace your website?

Absolutely, you can replace your website with ClickFunnels.

Think of ClickFunnels as an upgrade.

• An upgrade for your online presence.
• An upgrade for your clients experience on your site.
• Possibly an upgrade to your sales.

You can use ClickFunnels to replace your website.

It’s up to you if ClickFunnels is the right tool for you.

But there is no harm in exploring ClickFunnels and see how it works for you.

I hope this article gave you an insight into ClickFunnels for accountants and how to get the best out of ClickFunnels.

God Bless!