Company- Bookkeeping / Accounting

Problem- There are few businesses that have the high and low volumes that accountants go through due to April 15th tax deadlines. New business is always important as is communication with current clients. Mailers were attracting small fish but the profit derived was barely worth the output required.

Goal- Develop a more sophisticated client base that would not only provide a larger monthly revenue stream but also open the doors to managing large pools of 401k and other retirement funds. .

Follow-up Fanatic Solution- FUF’s (Follow Up Fanatic) strength is it’s ability to act like a secretary, list generator, marketing team, sales team, organizer, and much more…as you need it. For accountants we ramp up calls during their down times of June through November and then back off into a maintenance mode during their busy times. Hot prospects get handled even during the busy time, however everyone else (those with no check in hand) are nurtured and steered to become revenue streams at the more manageable times of the year.