Increase Sales for Accountants

At Insight we understand the need for ongoing, sustainable, predictable growth. Not high-speed expansion or aggressive sales, but growth at a comfortable, controllable rate. With the financial market in turmoil and with increased competition from other firms, many practices no longer have the luxury of waiting for new business to turn up.

You will know that growing a practice effectively requires appropriate strategy, the right team and a host of experience and, of course, a range of back-up resources. We specialise in developing and growing accountancy firms like yours by placing this expertise at your fingertips.

The reality is whatever the climate for many firms is that sales pressure is often an unrelenting anxiety or irritant. We all understand the need to gain new business, especially in the current climate but how do we generate it? It is often a case of contacting prospects at the right time, at the right minute, on the right day. But what if they are out? Of course, you can leave a message, or call back again and again. But many firms simply do not have the time, money, or resources to do this day after day.

Gaining new business is never easy – it takes the correct strategy, the right team and a host of specialist resources and experience. And in the current financial climate, more firms than ever are outsourcing there sales and marketing function to Insight.

Offering a range of services to suit your firms requirements

Training and education - Unique events for accountancy firms
Resources - DVDs, Books and free reports
Consultation - Working with your current team to develop best in class sales and marketing strategies
High Quality appointment Generation - Quality appointments for partners to attend
Digital Marketing strategies - Dedicated websites, e brochures a digital marketing strategies for accountants

You can use just one of our services or our entire range. These can be stand-alone solutions or built into a structured sales and marketing plan. We are not a call centre or telemarketing agency/ bureau. Our experience comes from sales and marketing training, coaching and consultancy of over 120,000 delegates over the last 20 years. We manage the digital marketing campaigns of some of the largest national firms, plus acting for many smaller firms nationwide. Our ‘premier’ team specialise in growing accountancy firms using carefully selected staff and applying tried and tested techniques.

To enable us to work in this unique manner, the first stage of your project is a Practice Development Session (PDS), conducted at your offices, working through a tested and structured process to get to know your firm, its history, selling points and growth goals. More than this, it will uncover the true value that you can offer to new clients which will differentiate you from other accountancy firms.

Insight focuses on quality in everything that it does, including and perhaps most importantly on the partners (our word for customers) it works with.

In order to ensure that every partner continues to receive the highest level of service and support access is deliberately restricted monthly. This ensures that every new partner is given the time and attention that they rightfully deserve. Therefore each new partner is taken through a fair but stringent selection process. This is for the benefit of the potential partner to ensure they really are the right profile for the Insight model.