Telemarketing for Accountants - Will it Work for You?
We could tell you how successful our clients are at winning new business. But we thought you would rather hear it from them:
Helping AVN grow their membership
After seeing the results his members achieved working with A4G, Shane Lukas started working with us to grow his membership. It wasn’t an easy decision.
He was worried about losing control and how the organisation might be represented.
The result though, is 5 times more telephone appointments, per month with potential members than were previously generated in-house! And “the quality is so much better” because they’re qualified as a good fit and interested.
Watch Shane explain that he was also supported by Patrick mapping out every single stage of the member attraction process. This included 1-to-1 coaching on the telephone calls Shane has with potential members.
The result is AVN’s marketing investment per new member attracted has “improved beyond recognition“.
Some firms worry that telephone made appointments can reflect badly on a practice.
When they are carried out professionally, with care and consideration, the reality is quite the opposite:
One Problem after Another!
When Patrick first met with the partners at Wells Richardson Chartered Accountants they told him: “You’ve got your work cut out for you today!”
They had tried telemarketing 3 times over the years and it had never worked. This interview was recorded at the end of the 3rd year’s campaign. Partner, Grant Wade told him it had been one problem after another!
When they first met, they were struggling to attract their ideal clients – now the problem is attracting their ideal team members to carry out the work they’ve won through A4G.
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When Andrew first met Patrick he was concerned that telemarketing wouldn’t get him in front of the right type of prospects.
At the end of the 2nd year’s campaign he described the results as “brilliant.”
He has attracted clients paying Gross Recurring Fees from £3,500 to £30,000. The campaigns have generated an average fee of £8,000+. Click on the video link below to hear him describe the process.
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From Max Thomas of JT Thomas & Co
From: Max Thomas
To: ‘Ann Dutton’
Cc: ‘Jackie Toesland’ ;
Subject: RE: New Appointments – XXX Limited
Thanks Ann,
We’ve had some good news here- XXX XXXXXXX are coming over to us and they are a big client so thanks for putting us in front of them. It also looks very promising for a number of others – the overall, I’ve been really pleased with the people we’re meeting.
Kind regards,
Max
Max Thomas BA FCA
Director
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Shaz Nawaz of aa chartered accountants, Peterborough
“Patrick is a master at what he does. He gets marketing. And he gets accountants. This enables him to provide an exceptional offering to accountants. His service works. No doubt about it.
Patrick over delivered on what he promised me. The quality of leads was exceptional. It was a breath of fresh air.
If you’re considering using telemarketing for your accountancy firm then Patrick is, without doubt, the person you should be working with.”
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Client based in Derbyshire
“By the way…he also did say that he normally doesn’t take ‘cold calls’ but was persuaded by the pleasant and attractive manner in which you presented our Practice such that he felt he really had to meet us. I said that I would pass on that feedback.
Talking of feedback… I signed up X X Ltd for a £5,884 fee earlier on. An excellent contact…well done!”
Client based in Macclesfield
New business generated – £65,000 in one month? OK it took 6-weeks!
Client based in Hertfordshire
Chris Martin’s initial email sums up the thoughts of many Partners regarding Telemarketing for accountants, that we talk to every day:
Chris was spot on. Watch him explain how our trial campaign doubled the pre-agreed revenue target, bringing in over £55,000 from 6-months activity: a return of over £4, in 1st year fees, for every £1 invested! To read the transcript click here
Client based in Cambridgeshire
Nicholas attended his first A4G arranged appointment in 2011. And we are still working together 5-years later. Nicholas met with A4G’s founder Patrick McLoughlin to review the campaign:
See Nicholas discuss new business already won and his expectations of hitting the campaign revenue target. Nicholas explains how his accountants telemarketing campaign differs from all his previous telemarketing: To read the transcript click here
Client based in Lincolnshire
After a less than successful campaign with one of the UK’s largest accountancy marketing agencies, Bill decided to partner with A4G.
Watch Bill explain why A4G’s telemarketing for accountants campaign succeeded.
To read the transcript click here
The comments below come from Emails received about A4G’s Telemarketing for Accountants Service
Accountants who do nothing for him except an audit. It’s as much a done deal as any client I’ve ever seen, but I don’t take anything granted until the engagement letter is signed. Proposed fee £19,111.44. I’ll let you know when everything’s signed and sealed.
She will send a copy of the Nov accounts to us so we can get clearance and to enable us to do the accounts ASAP.
All at A4G well done keep up the good work.
He was so impressed that he would like to speak to you in assisting his business, so I have forwarded him you E-mail, which I hope is OK.
Anyway, just a thank you from me and a job well done and I thought you’d like to know”.
Curious to find out your New Business Revenue Potential?
Call me, Patrick, now on 01509 210 067.
After discussing your strengths and aims, you’ll receive a detailed proposal outlining the new business revenue you can expect to generate.








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