ClickFunnels For Accountants: How Does It Work?

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Are you an accountant who's frustrated with clunky, ineffective invoicing software? Look no further. Today, we're going to be talking about ClickFunnels for accountant, and how it can help you become more productive and keep more customers happy. 

Let's dive right into the nitty-gritty details.

ClickFunnels for accountant

When it comes to sales funnels, knowing what your customers want and need is half the battle. You'll be able to better target your efforts and resources by doing this. 

ClickFunnels For Accountants How Does It Work

Once you know who your ideal customer is, you can begin to build marketing funnels. 

In order to reach middle age, you don't absolutely need to target young college students in your advertising campaigns. The ideal funnel for accountants are:

Accountant sales funnel 

Simply said, this is the process through which a visitor turns into a lead, a customer, and subsequently returns again to the site. It is simplistic to assume that the visitor will immediately return to your site after becoming a customer. 

They may sign off from your website and never return again - unless you make a proper plan to keep in touch with them!

A good example of this is when a new customer hires an accountant to help them with their taxes. The accountant will send them an invoice, but they will not immediately return to their website.

Here is where you need to put into action a series of sales funnels that will lead your customers back to your business and make it easier for them to become paying customers again.

ClickFunnels for accountants can help you build sales funnels more effectively so that your time is spent on existing clients and not losing out on potential ones.

The free consulting funnel

Getting to know potential clients before they buy anything is a huge advantage of this method. Consultations do not need to be extensive; in fact, you may set a time limit of as little as 10-15 minutes if necessary.

A free consultation can attract a lot of new clients, despite the fact that you are essentially giving your time away.

Before making a major purchase, many people want to test the waters. If a potential customer isn't sure about your offerings, he or she may walk away. You may reassure them that you can do more than support them with free consulting.

There's no harm in having a consultant look things over. Spending an hour or two a day talking to prospects might be beneficial to your organization.

Think of it this way: there are certain things you learn just by talking to people. When you meet with a potential client, you can learn about them, their lives, and what they value.

While a free consultation isn't a major expense for your business, it's certainly something that can be weighed heavily in your overall strategy. It is an integral part of many sales funnels that work well for accountants.

The benefits of ClickFunnels for accountants

Accountants profit immensely from the use of ClickFunnels.


There are various features that will be quite useful, including:

Email integrations

ClickFunnels has some of the best integrations with all kinds of e-mail marketing and CRM systems. This makes it easy to keep track of your clients, especially those who are at a later stage in their engagement with your organization.

It's a good idea to have clients' contact details on your website so that you can provide them with updates and information about your company. You can send them e-mails to make use of these tools, giving you an immediate response.

Event funnels

Not only can you easily organize and manage your events on ClickFunnels, but you can also promote and publicize them. This is a quick way for you to increase the reach of your business and make sure that more prospects are aware of what you offer.

One of the most effective uses of ClickFunnels is to display your products in different ways to potential clients.

By organizing your event funnel - including booking, attendee registration, payment, etc., - you will be able to sell more products or services at each event.

Hangout funnels

Hangouts are a great way to learn more about your potential clients. By providing a space for prospects to get to know you better, you will gain their trust and make it easier for them to buy your products or services.

For example, you can host a hangout to discuss issues that your clients face. This is an opportunity for you to demonstrate that you are able to solve problems and provide solutions.

To make it easier for prospects, create a Google group beforehand so they can ask you questions or prepare any documentation they may need to give you. You may even send out invitations to the hangout from ClickFunnels itself.

Landing pages

If you want to increase the number of leads and improve your sales funnel, using landing pages is a great way to do so. A landing page is a one-page site that's completely dedicated to a product or service.

generate leads

This allows you to offer more information and convince people that they need your product or service.

With ClickFunnels, it's easy to create attractive landing pages. This can be done using the drag-and-drop editor and pre-made templates available for accountants.

Lead capture funnels

Just because someone shows interest in your products, it doesn't mean they're automatically going to buy them. It is important to be able to convert these leads into hot, or ready-to-purchase leads.

ClickFunnels allows you to do this easily by setting up lead capture funnels. This forces prospects to get in touch with you or give out personal details such as their addresses, emails and phone numbers so that you can contact them later on.

By doing this, you will be able to follow up with interested prospects more easily.

Membership funnels

In order to benefit from a membership funnel, you will ultimately need to offer your clients something in exchange. You may choose to offer a service subscription that they can access on your website.

You could also offer access to advanced training or consultation calls.

This is great for accountants in general because many of them don't have the time or desire to travel often - especially those practicing law or accounting.

ClickFunnels offers a marketplace where you can easily manage your subscription pages, payment methods and more. It is one of the best platforms that you can use for membership funnels.

Sales page funnels

While ClickFunnels is primarily used for lead acquisition and conversion, that doesn't mean it can't be used to create an online store. You can easily use this platform to create an online store that sells your products or services.

A sales funnel is broken down into four stages: awareness, consideration, decision and action.

The awareness stage allows you to promote your brand to customers as much as possible in order to make them aware of what you have to offer.

Some simple things that you can do include putting up banners, creating social media posts and advertising through various media outlets.

In the consideration stage, you will be able to convert interested customers into ready-to-buy leads.

To achieve this, you can provide some basic information about your product or service and make it easy to contact a sales or customer service representative.

The decision stage is when you come in contact with different sales people who will try to sell you on your products or services. You may even be able to negotiate the price of the product or service.

The action stage is where the actual purchase will be made, although you may need to opt for another step if you are selling a subscription or use of your service.

Beyond this, there's also engagement and retention. In order for your company to succeed, it is important that leads stay with your company as long as possible.

Squeeze page funnels

While it might be a good idea to have funnels for your company's landing pages, it's also worth creating some for your squeeze page.

A squeeze page is a one-page website that includes a form for leads to fill in, which then sends them to you after submission.

It can be used in various ways - such as collecting information and promoting your product or service - but its main purpose is to convert leads into customers.

When you're creating your squeeze pages, you can use a template from ClickFunnels. This will help you get your message across in the most effective way possible.

Upsell pages

Upselling pages is a great way to increase sales. This essentially gives customers the option to buy more than what they initially signed up for.

For example, if you're selling accounting services, you can offer your clients the option to purchase additional services - either with your company or through another company - in order to make their business as efficient and effective as possible.

While these are all great ways to use ClickFunnels, there are many more that you may want to consider.

Tips for accountants on Clickfunnels

One of the primary issues of a developing firm is generating more revenue. Why not use ClickFunnels to their full potential?

Create eye-catching items for the internet. Being an accountant without a product to offer may have you scratching your head as to how you're going to pull this off.

You provide a valuable service that may be put to a variety of uses by a wide range of individuals. 

Here are some examples of content that you could create:

Create membership content

This could be courses, videos, articles, or any type of content that can help your clients.

The goal here is to establish credibility and authority while increasing your brand's reach. It is one of the most effective ways of generating long-term revenue, as it will continue to make you money after the initial sale is completed.

Additionally, you can use this strategy to attract new customers or even create recurring revenue.

Focus on your socials

If you're not using social media for your business, you may be missing out on some major opportunities for lead generation

follow up

Television ads make up less than 20% of all of the advertising in the world today. That means that the other 80% is going to search engines, radio, and social media.

In fact, 44% of all people on Facebook use Facebook daily as a source of news.

If you want to reach your target audience effectively, you need to be where they are - which is online and on social media.

Search, social media, and video are all major opportunities for accountants like yourself.

Use analytics to your advantage

Clickfunnels includes some great analytics that you can use for tracking leads. These include:

  • Conversions: This will tell you the number of leads who converted into a sale.
  • Open Rate: This will show how many people opened a particular page in your funnel and then how many hit the purchase button.
  • Reach: This will show how many people have been exposed to your company through your social media, search and advertising.
  • Cost per lead: Your average costs for marketing will be broken down by number of leads and cost per lead. You can then see the best place to focus on.

In addition, you can use this information to choose which type of advertisements to run.

For example, if you notice that all of your leads are coming from Facebook ads, you may want to adjust your strategy to focus more on Facebook ads.

The takeaway: is ClickFunnels for consultants worth it?

ClickFunnels is an excellent way to organize your marketing material and funnel it towards your website. 

By taking advantage of this tool, you can gain access to a variety of tools, such as email autoresponders, lead capture pages, and more.

About the author 

Peter Keszegh

Most people write this part in the third person but I won't. You're at the right place if you want to start or grow your online business. When I'm not busy scaling up my own or other people' businesses, you'll find me trying out new things and discovering new places. Connect with me on Facebook, just let me know how I can help.

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