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Marketing Wisely to CPA's |
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Another thing that you need to keep in mind is that many CPA's will have several different points of communication. Some will prefer to work over phone and fax, while others refuse to do anything that isn't available online. This is something that will vary depending on what they are used to; there is a wide gap between the CPA's who are getting ready to retire and the ones who are just entering the field, and you will find that if you are a good marketer that you cannot afford to ignore either set.
When you are looking at putting together your CPA marketing list, you will find that the more information that you can put on it, the better. You cannot afford to have a client on that list that you cannot reach and you will find that if you persist in trying to reach them in a way that they don't like that you can kiss their business goodbye. Whether you are looking to find out what their needs are, or you have software that you want to offer them, take some time to make sure that you will be presenting it in a way that is acceptable to them.
Remember that your CPA list should be validated and updated; don't waste time with defunct entries. Make sure that your email list is DNS validated and that your direct mailing list is matched up against the National Change of Address (NCOA) postal database. Don't waste your efforts on people who are not really there!
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