Rob Nixon

CEO &

Founder

Paul Dunn

Legendary

Marketing Guru

"His fingerprints are all over our Practice Excellence Programme and the initiatives put in place by the firms taking part in the awards and the networks they belong to. We could think of no better way to thank and acknowledge his contribution than by choosing Paul as the first recipient for our

Practice Excellence Outstanding Contribution to Accounting Award.”

Marketing Made Simple

#firmofnow

Better numbers

More time

Delighted clients

PROFIT

CAPACITY

GROWTH

Some key things

we believe …...

Accountants are the natural

trusted advisers

Accountants can make a massive

difference to their clients lives

Most business clients actually need

additional services

Technology needs content AND

methodology to really fly.

Unless Accountants act FAST they’ll

be run over by someone FASTER.

PROFIT

CAPACITY

GROWTH

5 Reasons why

Marketing is a MUST

Differentiate your firm from others

Sell new services to existing clients

Acquire new clients

Attract new team members to the firm

Have choices – clients, fees, services

POLLING QUESTION

What is most important to you?

1.Differentiate our firm

2.Sell to existing clients

3.Acquire new clients

4.Attract new team members

5.Have choices

POLLING QUESTION

How many total business clients does your firm have?

1.Less than 50

2.50 - 75

3.75 - 150

4.150 - 300

5.More than 300

Here are 4 things firms privately tell us ….

Here are 4 things firms privately tell us ….

Here are 4 things firms privately tell us ….

POLLING QUESTION

Ideally, how many more clients would you like this year?

1.Up to 5% more

2.5% - 10%

3.10% - 15%

4.15% - 20%

5.More than 20%.

Here are 4 things firms privately tell us ….

Endless Leads

Rep

ort

s p

aper

s 1

Blog 925. Boardroom briefing

Mar

keti

ng

grav

ity

pla

n

17

.Dir

ect

emai

l

POLLING QUESTION

What current marketing abilities does your firm have?

1.Very little to none

2.Administration does a bit

3.Partners do a bit

4.We have someone on retainer

5.Full time marketing team.

Endless Leads

Rep

ort

s p

aper

s 1

Blog 925. Boardroom briefing

Mar

keti

ng

grav

ity

pla

n

17

.Dir

ect

emai

l

ACT LIKE A THOUGHT LEADER

CONTENT MARKETING

WEB DOMINANCE

SOCIAL PROOF

REFERRALS

DIRECT RESPONSE MARKETING

EVENTS –SEMINARS / WEBINARS

CLEVER USE OF

TECHNOLOGY

MARKETING

GRAVITY

ENDLESS

LEADS

IMAGINE…When you were sleeping you

were marketing

All of your clients & prospects were

impacted by you every month

You effectively differentiated your firm

Referrals were automatic

Everything was done for you

$99 pm

EL

EV

AT

E y

ou

r m

ark

eti

ng Your logo & colors

Your contact details & social media connections

Your preferred salutation method

Customized for you

Your preferred welcome message – set once

Your preferred sign off – customized by Partner or Client Manager.

EL

EV

AT

E y

ou

r m

ark

eti

ng

Business Improvement focus

Short, sharp and to the point

Relevant ‘professional done’ video

Every month it’s different.

EL

EV

AT

E y

ou

r m

ark

eti

ng

Business Improvement focus

Every month it’s different.

Click to the full article

Generic Article

EL

EV

AT

E y

ou

r m

ark

eti

ng

White labeled – no names

How a business owner worked with their Accountant

Real case study

Every month it’s different.

EL

EV

AT

E y

ou

r m

ark

eti

ng

Your clients can share ELEVATE under your brand with their social networks – get referrals.

Connect back to you if they want more help

EL

EV

AT

E y

ou

r m

ark

eti

ng

“Love it. Was using a UK marketing service, which ends this month. Perfect timing!” Steve Moss, Holden Moss

“I'm excited on behalf of all of Canada. This is great” Chris Finlay, Finlay CA

“Very exciting - we can do more marketing more quickly” Alex Stewart – Maggs Stewart

“Yay! I cant wait to be seen as an expert” Michael Atkinson - Peer Wealth

“This is fantastic. We are running out of excuses!” Joe Lamhut - Walker Wayland

“Well done on ELEVATE - great value add for Accountants” Troy Townley – HTA Advisory.

133 contacts

IMAGINE…When you were sleeping you

were marketing

All of your clients & prospects were

impacted by you every month

You effectively differentiated your firm

Referrals were automatic

Everything was done for you

$99 pm

POLLING QUESTION

What do you feel will be the main impact of ELEVATE for you?

1.Acquiring new clients

2.Differentiating your firm

3.Helping you sell additional services to existing clients

4.Act like a thought leader

5.All of above.

POLLING QUESTION

How many clients, prospects & contacts would you like to send ELEVATE to?

1.1 - 75

2. 75 - 150

3.150 - 350

4.350 - 600

5.More than 600.

$99 per month per officeNo minimum termUnlimited clients

www.panalitix.com/elevate

by 5pm PST today

The Ultimate Accountants Growth Guide

$695 value – yours FREE when you act by 5pm PST!

$99 per month per officeNo minimum termUnlimited clients

Free Ultimate Growth Guide

www.panalitix.com/elevate