How to get customers forAutomated Client Data Management Software
Where to find accountants in order to convert them to customers
The idea that helps Accountants
Accountants want to efficiently manage client data and financial records. However, they can't get it because they struggle to stay organized and up-to-date with numerous client files and data points.
Therefore, they need to use your solution, e.g. DataTracker.
Automated Client Data Management Software : DataTracker is a comprehensive software solution that streamlines the process of managing client data and financial records for accountants. It automates data entry, organizes files, and provides real-time insights for better decision-making. Of course it is much better than the stuff from QuickBooks, Xero, or Sage!
How to find Accountants
You can get insights about the pain points of accountants if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.
The process, step by step
One process that we can totally recommend is this:
- Find out where accountants hang out (Reddit, Mastodon, etc.)
- Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
- Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
- If you find recurring questions or pet peeves of accountants, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
- At the end of the blog post, invite them to use your solution: Automated Client Data Management Software.
I described the process here in my blog post: Identify a hungry audience.
If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!
Step 1 to find accountants
To get started, edit the values in the following 3 input fields and click “Search accountants”.
This is what will happen
- An AI will brainstorm 5 good search keyword phrases for you to find accountants and their pain points in online forums on the internet.
- With one click, you can search for each keyword phrase right away.
- CustomerPing will present the search results to you.
- If you think that one of those results looks like accountants wrote it, you can create a “customer radar station” on the forum where the post came from.
- You describe what makes a post relevant to your business.
- CustomerPing will “ping” you 24h a day, whenever accountants complain about their pet peeve: They struggle to stay organized and up-to-date with numerous client files and data points.
- Good for you because this is something that you can solve with automated Client Data Management Software, right?
What to do when you get a “customer ping”
When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.
Help accountants to reach their goal: To efficiently manage client data and financial records.
They will get to know, like and trust you. Eventually, they will buy your solution: Automated Client Data Management Software.
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