« Back to Blog

Feeling overwhelmed about spending time writing articles, emails, newsletters, and social media posts to engage clients and prospects? Unsure what time of day or what day of the week your clients are most likely to interact with your content? You’re not the only one. It can feel overwhelming to be tasked with creating business awareness that leads to revenue growth. But there’s good news. With marketing automation, you don’t need to be a savvy marketing professional to consistently (and effectively) promote your firm on social media, via email, or through interaction with your website.

What is marketing automation?

You might be more familiar with marketing automation than you think. Have you used Constant Contact, MailChimp, Drip, or another email scheduling software? If so, you’ve used marketing automation.

Marketing automation is a way of scheduling posts, updates, and communications at a set time to achieve maximum engagement with your audience. This can include engagement through emails, social media (Facebook, Twitter, LinkedIn, etc.), blogs, websites, and more. If you know more clients will open your email on a Tuesday afternoon versus a Monday morning, you can schedule your emails to be sent on Tuesdays to maximize exposure and engagement. And you can schedule everything beforehand, which saves you time and effort.

Social media marketing automation platforms like Buffer, Sprout Social, or Hootsuite allow you to create and schedule messaging across ALL your social media accounts, so you don’t have to log on to every account every time you want to make an update. You can also tailor each message so there is a slight variation in the content. For example, your LinkedIn post might be more professional sounding than your Facebook post because it’s more common to speak in a casual tone on Facebook.

There are also automation platforms that can publish content into your website or blog at certain intervals, keeping your web presence fresh and timely. Each time new industry-specific content is added to your website, your website will rank higher in search engines. This will help your firm get on the first page of search engines like Google (rather than the 10th page). The more visible your website is on search engines, the more likely new customers are to view your site and interact with your brand.

How will marketing automation benefit my firm?

Save time: Automating your email, social media, and website updates can save you many hours each week. The real challenge for busy tax and accounting professionals is that unless you have someone to write the content for you, you’ll still need to set aside time to write it before it can be automated. Typically, it takes 2 to 4 hours a week to write content for a firm. Many tax and accounting professionals don’t have the margin in their week to write their own content, which is why the best marketing automation platforms also publish industry-specific content.

Engage clients: Clients like to consume information in a variety of ways. Your business clients might be more inclined to read an article you post on LinkedIn versus something short and straightforward posted on Twitter. By choosing to automate your marketing, you can ensure that your clients continually get updated information – no matter what way they like to interact with your brand.

Reach new prospects: Automating the process of publishing new industry content on your website allows search engines to rank your website higher than your competitors. This will result in more traffic to your website, which will ultimately help your business grow!

A complete marketing automation platform specifically for tax firms

The Mostad Marketing Cloud, by Tangible Values, combines the best-in-class marketing automation tools and client-focused content for tax and account firms. We have a resource library filled with hundreds of articles, newsletters, and videos – all created by subject matter experts with decades of experience in the tax and accounting industry.

We make it possible to use marketing automation to:

  • Send your clients a monthly newsletter and simultaneously promote the newsletter on email, social media, and your website.
  • Publish weekly tax tips to your website and share them on email and social media.
  • Use the power of animated tax videos (branded specifically for your firm) to explain tax changes to your clients simply. These can be posted on Facebook, Twitter, LinkedIn, and YouTube.
  • Send automated birthday greetings, anniversary cards, appointment reminders, and other tax-related notifications.
  • Publish and promote more than 200 articles on individual tax, business tax, and finance to your firm’s website.

Interested in learning how we can help you promote your firm online? Schedule a personalized demonstration to see how Mostad Marketing Cloud works.