2021 email marketing checklist and resources for accountants

These email marketing resources can help your accounting firm reach more people in 2021.

Get started growing your business with a B12 website.

No credit card required
2021 email marketing checklist and resources for accountants

Resources

Key quotes:

  • "With the right coupon marketing strategy, you can target customers where they already spend time online: via email, text, and social media."
  • "For example, Biko, a Canadian jewelry brand, offers shoppers $15 off their first order in addition to access to insider-only discounts: Since this site’s target audience is most likely millennial women with an interest in fashion and unique accessories, Biko captures the emails of people who want to buy more amazing products and also save money."
  • "Use email marketing to help keep limited-time offers top of mind for your subscribers."
  • "Based on survey results and customer comments, other discount options include: Over time, your customer preferences might change due to new interests, experiences, and advice from their network, so experiment with the types of offers you share."
  • "Ask yourself questions like what kinds of products do repeat customers buy the most and what types of rewards do they use the most-percentage discounts or dollar savings."
  • "For example, if a customer uses a coupon, send a thank you email and include links to similar products they might be interested in buying next time."
Read more →

Key quotes:

  • "Essentially, the marketing automation market is a “long tail” distribution of vendors; a few 1+ Billion USD giants, 10 to 25 leaders with 100 Million USD or more in revenue, and then the rest of smaller firms — from 1–3 person micro-SaaS companies to substantial firms with millions in revenue."
  • "These companies generate Billions of revenue per year just with their marketing software (and we are not speaking about the other stuff they can sell)."
  • "Regarding the strict marketing automation aspect, the Giants have an offering delivering the majority of the functionality expected by a marketing department of large companies."
  • "Companies from this segment provide a single product, meaning “only” a marketing automation platform and are usually on the market for 10+ years."
  • "Take care, even if some vendors offer a starter kit for only 200 USD/month, the small or medium size company with decent marketing requirements could see its annual bill exploding to 30’000 USD or more."
Read more →

Key quotes:

  • "And webinars surely are not the only tactic here — offering potential customers any free value-added resources goes a long way, particularly if the prospect is unable to start a buying cycle."
  • "That said, COVID should be a forcing function to assess the most performant channels and cut the proverbial fat as well as to reconsider your addressable target market: if travel is one of your target industries, you are certainly thinking about how to double-down on some of your others."
  • "If your business is serving a hard-hit industry such as travel, consider preemptively offering to extend customers’ contracts by the number of months they were impacted (or even more)."
  • "Companies need to provide thought leadership and resources to existing customers mirroring how they would engage new prospects."
Read more →

Key quotes:

  • "Think of all the emails you receive and send each day, either for private or business purposes! Here are some email management tips that will help you understand your current productivity score and increase it by 90%."
  • "Making use of these tips will reinvent how you write, reply, receive, organize, and even think about emails."
  • "Here are some actionable tips on how to deal with that never-ending pile of emails: By effectively dealing with an overwhelmed inbox you increase your productivity Score by 20%."
  • "To avoid that, follow these rules: By learning how to avoid phishing emails you increase your productivity Score by 8%."
  • "By shortening your emails you increase your productivity Score by 10%."
  • "To increase your productivity, leave the small talk for eye-to-eye meetings and learn to write emails that get straight to the point."
Read more →

Key quotes:

  • "Check out these 141 amazing headlines based on numbers (including the title of this article)."
Read more →

What customers & experts say

David
David Design expert at B12

“Designing a website in just a couple of hours is actually possible. Thanks to B12's simple-to-use website editor, I'm able to create professional designs that would normally cost thousands of dollars.”

Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

Read more →
Willie
Willie Customer / Urlife Now Fitness

“I like that someone is monitoring my website every month and making suggestions for how to improve it.”

Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

Read more →
Stafford
Stafford Customer success at B12

“B12's goal is to provide the best customer experiences and I am so happy to be a part of that mission. Helping customers create a website that brings their vision to life is, by far, the best part of being here.”

Liam
Liam Sales at B12

“B12 aims to help small business owners by saving them time to focus doing what they do best — running their business. We want to help them increase their bottom line by providing high-quality websites at a fraction of the price charged by boutique agencies and other DIFY providers.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Joseph
Joseph Customer / Founder Collective

“It was such a pleasure to work with B12. Their technology made the web design process easy and the B12 team helped us launch a website we love! We're proud to be an investor and a client.”

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

Read more →
Dan
Dan Customer / Dan Garcia Photography

“B12 bookings is truly one of the best features of my web page. My customers can always get in touch with me with this awesome tool.”

Princess
Princess Customer / Clear Visions Consulting Services, LLC

“I need \[B12] recommendations. As I add new courses to my website, I need to make sure that I'm fresh, I'm sharp, and I'm up to date.”

Sheila
Sheila Customer / Dr. Sheila Hughes Weight Loss & Wellness

“There's absolutely no comparison between our old website and the B12 one. Our B12 website gives us the call to actions we need and better communication tools with our patients. Since our B12 launch, we started seeing more online visitors scheduling a consultation through our website.”

Read more →
Leslie
Leslie Customer / Social Theory

“What I appreciate most about B12 is its user-friendly interface. Not only do they build websites that look modern and great, but they’re also incredibly easy to manage and update. Whenever I have information that needs changing on my website, I can do it easily on my own.”

Read more →
Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

Read more →

Ready to grow your business online?

Join the tens of thousands of professionals who’ve found success with a B12 website, SEO, blogging, and more!

Get a website in minutes
This website uses cookies to ensure you get the best browsing experience.  Learn more
I agree